Senior Manager for real estate transfer tax at RSM, collaborating to ensure compliance and minimize tax liabilities. Focused on client needs, education, and team performance to foster growth in practice.
Responsibilities
Manage client real estate transfer tax reporting responsibilities, ensuring transfer tax is minimized
Identify and Manage client transfer tax refund requests
Work closely with team members to develop skills and resolve issues
Consult on property tax reviews, abatements and appeals
Assist Managers to strategically distribute work assignments among team members
Assist Managers to hold team members accountable for completion of assigned projects
Identify opportunities to cross-sell other services
Prepare and conduct client presentations
Oversee client billing
Provide team members with constructive and timely performance feedback
Communicate on emerging issues and legislative changes
Focus on client needs and strategies
Educate staff on real property tax processes and procedures
Actively participate in networking and the growth of our practice
Requirements
Bachelor's degree in Accounting or closely related field from an accredited college or university
Minimum of 7 years of experience providing property tax compliance and consulting services in a Public Accounting, Consulting, or Law firm, or Private Company
CPA, CMI, attorney, or property tax designation from state where you work
In depth knowledge of real property tax laws, regulations and filings
Strong analytical, problem solving, detail oriented and excellent interpersonal skills
Ability to multitask and work closely with multiple clients to answer questions or to collect necessary information for tax service requirements
Ability to research tax issues, prepare and present cases to state and local taxing jurisdictions
Must be motivated, self-starter and results driven
Experienced in Real Property Tax Software (e.g., PTMS, Appeal Track, et al)
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