David Stone
McHenry,IL
Summary
Trusted property tax professional with a proven track record of successfully managing and minimizing the monetary liabilities for some of the nations largest and high profile companies through real estate, personal property, and property tax incentive programs across the country. Accomplished pro active results oriented with a high level of initiative, integrity, passion, professionalism, and exceptional social skills.
Overview
19
19
years of professional experience
Work History
Senior Manager, Property Tax
Altus Group
Dallas, TX
02.2024 - 09.2024
- Recruited, trained, supervised, evaluated and mentored staff members.
- Negotiated agreements with external partners such as contractors or consultants.
- Conducted regular meetings with department heads to review progress on strategic initiatives.
Senior Manager, Property Tax
NBPA
Chicago, IL
07.2005 - 07.2022
- Property tax administration including all commerical real estate and personal property rendition and compliance filings, personal property audits. budget forecasts, tax incentive, and abatement annual filings.
- Tracked and critiqued Ad Valorem notices for accuracy to identify any opportunities to appeal/protest.
- Prepared appeal packages by interpreting financial documents, balance sheets, and income and expense statements honed with the primary goal of reducing the financial burden for clients through negotiations and presentations to governing bodies
- Prepared an presented valuation positions utilizing all three approaches to value.
- Built client relationships and professional networks through regular contact with partners, clients, state and local tax officials and organizations.
- Successfully Managed property tax reconciliations, budgets projections, tax incentive program, abatement filings and preparations on 150+ properties and projects annually with an excess of $15 Billion in EAV (equalized assessed Value)
- Annually reported tens of millions of dollars in tax savings with a single largest property tax refund of $1.3 million, with a negotiated $7 million in future year negotiated reductions.
Education
Bachelor of Arts - Economics
Eastern Illinois University
Charleston, IL01.1999
Skills
- Profound corporate property tax knowledge with expertise in office head quarters, data centers, malls, industrial complexes
- Unique ability to identify and implement tax incentive programs across the nation Ex TIF agreements, Pilot programs, state and local rebates, new job tax credits
- Excellent communication skills and social abilities to adapt in any environment, etc
- Strong technical research, analysis, and writing skills with a demonstrated ability to present complex tax issues in a succinct and understandable manner
- Proficient in excel, Microsoft word, powerpoint, etc
Timeline
Senior Manager, Property Tax
Altus Group
02.2024 - 09.2024
Senior Manager, Property Tax
NBPA
07.2005 - 07.2022
Bachelor of Arts - Economics
Eastern Illinois University
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