CHARLES WONG
Houston,TX
Summary
Property Tax Manager with strong technical knowledge of the property tax cycle and proven leadership capabilities. Skilled in managing multistate property tax renditions, reviewing assessment notices, preparing and supporting assessment appeals, and overseeing tax bill review and payment to help drive accuracy, compliance, and potential tax savings. Recognized as a hardworking, adaptable professional who learns quickly and performs well in fast-paced environments.
Overview
1
1
Certification
11
11
years of professional experience
Work History
Property Tax Manager
BDO USA, P.C.
Houston
2019 - Current
- Delivered full-service property tax support for business personal property clients, including compliance, consulting, valuation protests, audit support, and tax bill accrual and reconciliation.
- Supported real property valuation and appeal matters using the Cost, Income, and Market Approaches, assisting with analysis and defense strategies across various jurisdictions.
- Managed and maintained the property tax calendar to ensure timely tracking of assessment notices, appeals, tax bills, and property tax return filings, improving organization and deadline management.
- Served a diverse client base spanning industrial plants, manufacturing facilities, warehouse and distribution properties, telecommunications and streaming service companies, as well as retail and restaurant businesses.
- Proficient in PTMS for multistate return preparation and tax bill processing.
Tax Consultant
Ryan, LLC
Houston
2015 - 2019
- Worked on all Business Personal Property tax services including rendition filing, appraisal, valuation, assessment and tax bill processing and jurisdictional audit requests with diverse range of clients.
- Consolidated multi-state companies with state and local tax controversies, which included preparing clients for discussions with auditors, appeal hearings, and preparing documentation for protests.
- Gained experience in learning and using OneSource Property Tax.
Education
CMI Designation - (In Progress) - Personal Property and Real Property School
Institute For Professional in Taxation
Atlanta, GAJuris Doctor -
University of Massachusetts School of Law
North Dartmouth, MA2015
B.A. - Political Science, Legal Studies
University of Texas At San Antonio
San Antonio, TX2011
Skills
- Management Skills
- Complex Problem-Solving Skills
- Staff Training & Development
- Teamwork
- Oral & Written Communication
- Technology Skills in PTMS
- Outlook
- MS Excel
- MS Word
- MS Power Point
Certification
- Institute for Professionals in Taxation, Member — IPT, 2021
- Licensed Property Tax Consultant (License # 12237), Texas — TDLR, 2019
Timeline
Property Tax Manager
BDO USA, P.C.
2019 - Current
Tax Consultant
Ryan, LLC
2015 - 2019
CMI Designation - (In Progress) - Personal Property and Real Property School
Institute For Professional in Taxation
Juris Doctor -
University of Massachusetts School of Law
B.A. - Political Science, Legal Studies
University of Texas At San Antonio