Assess the needs and requirements by collecting, analyzing, and processing tax data for REIT clients. Provide strategic guidance to team members regarding processes and software usage for attaining operational excellence. Maintain direct and constant interaction with cross-functional personnel, including clients, auditors, assessors, and tax collectors. Financial reporting for multiple clients, including accruals, reconciliations, forecasting, assessment and tax review. Onboarding new property purchases.

Managed tax compliance in personal property, sales/use, and business licenses spread nation-wide for over 800 locations operating across 50 states. Examined and classified fixed assets in accordance with jurisdiction tax laws to report for personal property tax returns. Assembled and analyzed data for supporting in audits and decision-making process. Managed high volume of paperwork and created and updated spreadsheets and databases on daily basis. Provided hands-on support in the preparation of city level federal tax returns.