Edgar Lopez
San Antonio
Summary
Results-driven Property Tax Consultant with expertise in strategic planning and property valuation. Proven ability in financial analysis and tax compliance optimization, with a strong track record of identifying tax savings. Experienced in mentoring junior consultants and enhancing client relationships to achieve substantial tax reductions.
Overview
10
10
years of professional experience
Work History
Property Tax Consultant
SWBC Ad Valorem Tax Advisors
01.2021 - Current
- Analyzed property tax assessments to ensure compliance with local regulations
- Conducted detailed research on property valuation methods and market trends
- Assisted clients in identifying tax saving opportunities through strategic planning
- Prepared comprehensive reports outlining property tax liabilities and appeals processes
Property Tax Consultant
Assessment Technologies LTD
01.2017 - 12.2020
- Collaborated with cross-functional teams to enhance client service delivery
- Developed training materials for clients regarding property tax optimization strategies
- Reviewed and validated data accuracy for effective tax filing submissions
- Streamlined communication processes between clients and local taxing authorities
Appraiser Trainee
Flato Realty Advisors
05.2016 - 12.2016
- Conducted property inspections to determine market value and condition.
- Analyzed sales data to support accurate appraisal reports.
- Collaborated with senior appraisers on complex valuation projects.
- Prepared detailed reports outlining findings and recommendations.
Property Tax Consultant
Property Tax Associates
10.2015 - 05.2016
- Analyzed property tax assessments to identify discrepancies and ensure compliance with local regulations.
- Developed tax reduction strategies by conducting thorough market analysis and property valuations.
- Collaborated with clients to explain complex tax laws and optimize their property tax liabilities.
- Mentored junior consultants on effective analysis techniques and client management practices.
Education
Bachelor of Science - Engineering
El Paso Community College
El Paso, TXAssociate of Applied Science - HVAC Technology
Western Technical College
El Paso, TX05-2002
High School Diploma -
Irvin High School
El Paso, TX05-1996
Skills
- Strategic planning and execution
- Real estate marketing
- Networking and relationship building
- Property valuation expertise
- Critical thinking and problem solving
- Financial analysis proficiency
- Property tax compliance
- Tax law
- Sales and marketing acumen
- Data collection and analysis
Languages
Spanish
Native or Bilingual
English
Native or Bilingual
Timeline
Property Tax Consultant
SWBC Ad Valorem Tax Advisors
01.2021 - Current
Property Tax Consultant
Assessment Technologies LTD
01.2017 - 12.2020
Appraiser Trainee
Flato Realty Advisors
05.2016 - 12.2016
Property Tax Consultant
Property Tax Associates
10.2015 - 05.2016
Bachelor of Science - Engineering
El Paso Community College
Associate of Applied Science - HVAC Technology
Western Technical College
High School Diploma -
Irvin High School