RE Tax Financial Analyst
winston staffingNew York, NY
Real Estate Tax Financial Analyst to support the financial, valuation, and case-preparation functions of Property Tax Group. Seeking an analytical, organized, and detail-oriented Real Estate Tax Financial Analyst 3+years of relevant experience in financial analysis, real estate analysis, valuation, accounting,
Primary Responsibilities: Financial and Valuation Analysis
- Analyze property financial statements, operating statements, budgets, rent rolls, and supporting income-andexpense information.
- Prepare client budgets, tax projections, preliminary benefit calculations, valuation models, and comparableproperty support.
- Review rent rolls and identify vacancies, below-market rents, lease expirations, concessions, unusual entries, andother valuation issues.
- Research rental and sales comparables for regular property-tax proceedings and pied-à-terre surcharge matters.
- Review tax-refund calculations and confirm the accuracy of refund amounts before explanations of benefits arefinalized.
- Prepare application casework required to establish and process new matters.
- Prepare audit report forms and related work-up spreadsheets for court filings.
- Prepare hearing work-up spreadsheets for attorney review and modification.
- Prepare explanations of benefits for clients.
- Review income-and-expense forms and supporting information before substantive attorney review.
- Compare rent rolls, RPIE filings, TC201 filings, financial statements, and prior-year submissions to identify discrepancies requiring client follow-up.
- Run standardized database query reports and organize results for case-status review and follow-up.
- Enter analytical findings and other appropriate case notes in database.
- Save analytical work, source documents, and final work product in accordance with the group’s file-managementprotocols..
- At least three years of relevant experience in financial analysis, real estate analysis, valuation, accounting,
- Advanced Microsoft Excel skills, including financial modeling, data analysis, reconciliations, and complex spreadsheets.
- Strong financial-statement analysis and quantitative problem-solving skill Responsible for preparing financial and valuation analyses, new-case application work, hearing workups, and explanations of benefits that support the attorneys’ review and decision-making.
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Level
Senior L5
Location
New York, NY
Occupation
Accountants and Auditors
Industry
Offices of Real Estate Appraisers
Posted
today