Experienced tax professional with extensive experience spanning four years. Specializes in business personal property tax compliance and commercial property tax. Expertise lies in multistate jurisdictional compliance, as well as valuation, assessment, and taxation of business personal property and commercial property tax across industries which include retail, restaurants, hotels, apartments, and various service provide companies.
Overview
4
4
years of professional experience
Work History
Senior Analyst, Real Property Tax
Ryan, LLC
03.2025 - Current
Managed the full administrative process of the property tax cycle, ensuring data accuracy and compliance with jurisdictional deadlines.
Communicated with clients and taxing authorities, filed real property tax appeals, and tracked key deadlines throughout the appeal process.
Responsible for reviewing tax bills for accuracy, coordinating mailings, scheduling hearings, and preparing appeal documentation.
Created reports and maintained property data in internal systems to support consultants and ensure efficient workflow.
Compiled and submitted billing documentation and invoiced clients for real property tax appeal services.
Built relationships with local taxing authorities and value adjustment board.
Analyst, Property Tax Compliance
Ryan, LLC
08.2022 - 11.2024
Managed a high-volume compliance portfolio for various clients.
Ensured compliance with business personal property tax requirements through research, reconciliation, and accurate filing methodologies for multi-state clients.
Prepared and filed business personal property tax returns to ensure timely and accurate completion.
Reviewed and appealed property tax assessments and handled audits.
Developed relationships with taxing jurisdictions to achieve successful outcomes for clients.
Used proprietary software to manage data and update internal compliance systems, ensuring accuracy and process efficiency.
Handled property tax assessments, bills, and jurisdictional compliance, including coordinating deadlines and monitoring mail processes.
Build and maintained knowledge of tax jurisdictions across the United States, tracking assessment and return deadlines.
Intern, BPP Compliance
Marvin F. Poer and Company
08.2021 - 06.2022
Supported consultants in preparing returns and completing BPP county tax forms, as well as filing appeals and abatements across various states.
Collaborated with tax analysts to prepare and audit tax bills, ensuring accuracy and compliance.
Managed Maine BETE and BETR filings for multiple clients and reviewed property record cards from taxing jurisdictions.
Oversaw daily tax bill manifests for non-check writing clients and verified the completion of returns through return queries.
Coordinated multi-state mailouts, including certified mailing label creation, postage application, and delivery to the post office.
Maintained accurate records by entering assessed values, scanning documents, and validating taxing authorities for proper mailing procedures.
Additionally, assisted with organizing and matching return forms for consultants and worked with state jurisdictions to gather essential tax information.