Property Tax Strategy Manager at Amherst
Amherst is revolutionizing the way U.S. real estate is priced, managed and financed in order to unlock opportunities for all market participants. Driven by data, analytics, and technology, Amherst has a 20-year history of anticipating where the next risks and opportunities are likely to emerge and designing actionable strategies for investors to capitalize on opportunities across residential real estate, commercial real estate and public securities. Amherst, along with its affiliates and subsidiaries, has more than 900 employees, $5 billion under management and approximately $15 billion under advisement and oversight. www.amherst.com.
The Amherst Residential (“AR”) Senior Tax Planner is responsible for all federal, state and local tax planning to determine the impact changes in property taxes will have on our internal and external partners. The role will lead the monthly and quarterly review of all property tax exposure from partnership level, determining the correct approach to appeal tax assessments and determining the most effective way to administer tax monitoring and payment.. This position will work in conjunction with Financial Accounting and Planning functions to incorporate strategic changes and the impact those will have on our budgets, forecasts, cash planning and tax payments to support the company’s growth. The ideal candidate will be highly skilled and process-oriented comfortable working in a fast-paced, entrepreneurial environment. The Senior Tax Planner must maintain a results driven approach and hold him/herself accountable for results.
This role is an individual contributor that may develop into leading a team. The individual will work closely with the existing finance, accounting, portfolio management and asset management teams as well as existing and new external service providers. A successful candidate will be responsible for:
- The evaluation of all significant tax rules at the state and federal level that impact our core property tax administration and expense
- Preparing and submitting tax position papers to state and county tax assessors to optimize the property tax liability for our investors and owners
- Determining the optimal approach to prepare monthly and quarterly state property tax filings through in house or external expertise to drive improved returns to our partners and funds
- Possesses knowledge in assessment review, appeal determination, tax bill administration, and the three valuation approaches: cost, sales comparison and income. Additionally, possesses knowledge of assessment equalization methodology that may apply in certain states.
- Assisting in the preparation of the Company’s quarterly Board and Board Committee reviews
- Identify ways to reduce our reliance on third-party administrators
- Other duties as necessary
Desired Skills and Qualifications:
- 10-15 years of experience working in similar state and local tax role is required
- Bachelors in Accounting or Finance
- CPA designation a plus
- Advanced understanding of state and local property tax rules and the ability to apply account and forecast changes in those tax rule
- Demonstrate clear proficiency in state and local tax regulations and research
- Real estate industry experience required
- Robust interpersonal skills, work with little supervision and attention to detail
- Strong analytical and organizational skills
- Ability to prioritize assignments, deal with interruptions, and meet deadlines in a fast-paced and growth-oriented environment
- Highly proficient in MS office applications: Word, Excel, PowerPoint, Outlook.
- A competitive compensation package, annual bonus, 401k match
- Flexible PTO, 8 paid holidays
- Employer-paid benefits (medical, dental, vision, health savings account)
- Professional career development and reimbursement
- Relaxed casual environment and weekly/quarterly office events!
Amherst is proud to be an Equal Opportunity Employer and committed to creating an inclusive environment for all employees. We do not discriminate on the basis of race, color, religion, national origin, gender, pregnancy, sexual orientation, gender identity, age, physical or mental disability, genetic information or veteran status, and encourage all applicants to apply