Jagroop Legha Email & Phone Number

Houston, Tx, Us

Us

• Conduct thorough research and analysis of property tax assessments and valuations.• Advise on potential tax savings opportunities and strategies to mitigate property tax liabilities.• Prepare and file appeals, petitions, and documentation to challenge property tax assessments.• Engage in negotiations with tax assessors and other relevant authorities to achieve favorable outcomes for clients.• Maintain accurate records of all communication, documentation, and actions related to property tax matters.• Stay updated on relevant tax laws, regulations, and local assessment practices

• Owned and operated retail six gas station sites throughout Northwest Houston with sales up to $90K per month.• Generated two new rental revenue streams that resulted in an additional profit of $4k per month.• Increased daily inside sales by 20% by creating a localized ecosystem by centralizing three businesses into one.• Positioned as the #1 seller of Altria branded products, Bud Light, and Corona beer in the district.• Negotiated five supplier contracts for 10-year terms, including incentive monies and site and infrastructure upgrades.• Developed a marketing campaign that featured six billboards placed on heavily traveled roads.• Identified the core target customer base and optimal product mix for each location by analyzing previous sales and competition.

Business Development• Developed and implemented pricing strategies that drove an average 15% profit increase within two years. • Led and grew retail fireworks business from one location with annual revenues of $60k to 11 locations to a cumulative revenue of over $1.1M+ over 5 years during a short holiday period of only 21 days a year.• Consistently grew sales by over 150% from $135,151 in 2019, to $340,946 in 2023.• Drove an 18% top-line revenue growth by shifting from a cost-to-value approach regarding the retail price of premium productsSupply Chain Management• Achieved a 10% discount and favorable 30-day payment terms by negotiating with various wholesalers. • Supervised sales forecasting and ensured optimal inventory allocation per location and category.• Established and nurtured relationships with vendors/retailers by leading regular individual meetings.Financial and Treasury • Developed and managed the budget for each location and prepared IT and hard asset investment forecasts to drive continuous growth.Marketing Management • Led multiple product sales promotions that drove double-digit sales growth. • Designed and executed marketing campaigns that included social media, banners, stand paint, and logos. • Communicated a consistent brand message across multiple channels (Omni channel)• Created social media content and managed outreach to customers through email blasts and ppc.Customer Experience • Identified the core target customer base and optimal product mix for each location by analyzing previous sales and competition. • Optimized customer experience by conducting customer research to develop the site selection model. • Advised the Business Intelligence team on customer acquisition strategies. • Achieved a 27% repeat customer base YOY.• Optimized average transaction time and basket size per customer and enticed customers to create a loyalty account.

Spring, Texas, Us

• Overseeing tax compliance activities, including the timely and accurate preparation, filing, and payment of various tax returns, ensuring adherence to relevant laws, regulations, and deadlines.• Providing guidance and support to tax staff, reviewing their work for accuracy and completeness, and offering training and professional development opportunities to foster continuous improvement and team effectiveness.• Conducting tax research and analysis to stay abreast of changes in tax laws, rulings, and regulations, and proactively advising management on potential implications and opportunities for the organization.• Collaborating with internal stakeholders, such as finance, legal, and operations teams, to gather necessary information, address tax-related inquiries, and ensure alignment of tax strategies with overall business objectives.• Assisting in the implementation and maintenance of tax planning initiatives, such as credits, deductions, and incentives, to optimize the organization's tax position and minimize tax liabilities within the boundaries of legal compliance.• Supporting external audits and examinations by tax authorities, preparing documentation, responding to inquiries, and representing the organization's interests in a professional and knowledgeable manner.

Calgary, Alberta, Ca

• Manage property tax accounts for a designated portfolio of properties, ensuring compliance with local, state, and federal regulations.• Research and analyze property tax assessments, exemptions, and appeals processes to identify opportunities for tax savings and minimize liabilities.• Communicate effectively with taxing authorities, property owners, and internal stakeholders to resolve tax-related issues and inquiries in a timely manner.• Prepare and review property tax returns, reports, and documentation for accuracy and completeness.• Stay informed about changes in tax laws, regulations, and assessment practices to effectively advise clients and mitigate risks.

Sugar Land, Texas, Us

• Compile state and local sales and use tax returns accurately and efficiently.• Verify sales/use tax calculations for goods and services purchases to ensure compliance.• Facilitate communication with tax authorities, clients, suppliers, and internal departments on sales tax matters.• Conduct in-depth research on sales/use tax regulations utilizing resources such as CCH and county websites.• Generate and deliver fixed asset reports to external property tax consultants.• Participate in meetings with Oklahoma county officials to discuss refinery upgrades, equipment replacements, process enhancements, and BBL production rates.• Successfully completed annual FERC Pipeline filings for Oklahoma and Kansas regions.

Houston, Tx, Us

• Ensure the accuracy of assessed values for a diverse range of assets including wells, fields, and inventory lots across 500+ property tax returns in Louisiana, New Mexico, Texas, and Oklahoma.• Oversee insurance claim management and facilitate the issuance of certificates of insurance for leased spaces and a fleet of 1,200 vehicles. Compile and prepare comprehensive insurance underwriting data and applications for property and casualty insurances, collaborating with various brokers.• Conduct thorough risk assessments of contracts, including service agreements, exploration & production contracts, midstream, and marketing contracts.• Establish and maintain property tax and insurance premium accrual schedules to closely monitor expense and capital accruals. Communicate status updates through various P&L statements to department managers.• Utilize up-to-date asset records to gather Replacement Cost New (RCN) values for all personal property assets, optimizing blanket insurance policy costs and ensuring accuracy for personal property tax reporting.• Collaborate closely with the Acquisitions group to review purchase agreements and process documentation for property acquisitions and real estate transactions. Adjust insurance blanket coverage accordingly.• Foster relationships with field supervisors to facilitate successful field inspections with taxing authority personnel. Obtain current equipment lists for fields and satellite offices.• Conduct comprehensive research on taxing authority, county, and state tax codes, such as California's unproven oil reserves, ensuring compliance with company processes. Present research findings and recommendations to Property Tax Director and Manager.• Enhance the property tax accrual process, reducing processing time by two days through the development of detailed Excel spreadsheets for actuals and forecast payments/data.

Houston, Texas, Us

• Record financial transactions via journal entries, including pre-close and month- end close process for US and CAN stores.• Perform analysis (property tax accruals, TA receivables, % rent, etc.) and prepare monthly account reconciliations in support of the financial statements. Record financial transactions via journal entries and month end close process for US & CA stores• Assist with the preparation and administration of the annual budget, as well as yearly operating forecasts.• Created and maintained property tax schedules for over 350 US locations. Created processes to track payments and accruals for each property, analyze values of property assessed, coordinate with third party AP company for payments to be made before deadlines, prepare monthly accrual journal entries, year-end reporting, and assist in yearly property tax budget for upcoming year. Ensure transactions and journal entries are in accordance with GAAP• Verify accuracy of assessed value for each location for property tax returns before, during, and after filing returns based on fixed assessed value, lease hold or building improvements, comparative analysis of surrounding improvements.• Work closely with Real Estate, Legal, and Construction departments for related lease accounting purposes and processes.• Review and analyze assessment notices to identify possible tax reductions and accrual adjustments.• Resolve tax disputes with landlords or taxing authorities including reporting improvement values, appeal process/meetings, property assessment studies, and other issues. Correspond with general counsel via reports and presentations.• Analyze various departments previous actual spend data for budget forecast purposes to present to controller and respective department managers monthly and annually.

Scottsdale, Az, Us

• Reviewing and interpreting lease terms and language, while proficiently preparing inter-company lease agreements and maintaining various lease administration reports.• Managing monthly rent, common area maintenance (CAM), property taxes, and insurance payments for all company properties.• Skillfully negotiating with landlords and management companies to resolve CAM disputes and ensure favorable outcomes.• Diligently maintaining real property tax schedules and reconciling them to the general ledger for over 850 properties, including monitoring tax accruals, reviewing tax statements, and processing payments before deadlines. Regularly preparing monthly journal entries and year-end reporting.• Facilitating documentation processing for property purchases, landlord ownership changes, lease amendments, and other real estate transactions.• Handling inflation adjustments, percent rent payments, and sales reporting with precision.• Overseeing operating costs associated with CAM, taxes, and insurance, and expertly preparing yearly budgets.• Managing documentation for all real estate transactions and ensuring the integrity of the Company’s records management system (TRIM).• Proactively tracking lease expirations and renewal options, while providing valuable support to the legal department during lease renewal negotiations.

Scottsdale, Az, Us

• Directed maintenance and in-transit inventory management to optimize store operations, forecasting weekly usage, generating accurate orders, and efficiently meeting customer demands and timelines.• Conducted comprehensive analysis of building and equipment maintenance expenses, enabling the creation of budgets and meticulous tracking of spending.• Successfully identified, vetted, and onboarded new tire suppliers, ensuring timely integration within budgetary constraints.• Drove additional revenue through adept product knowledge and sophisticated sales techniques, resulting in increased average basket size. Provided exceptional customer service by sourcing hard-to-find items and crafting customized wheel and tire solutions.

New York, Ny, Us

• Conducted in-depth interviews with clients to ascertain and document their financial objectives across various life stages including short-term goals, business ventures, family planning, and retirement aspirations.• Evaluated clients' financial assets, career trajectories, and familial circumstances to formulate tailored health insurance strategies.• Designed and implemented investment portfolios aimed at optimizing long-term returns for discerning clientele.

• Led comprehensive business operations, overseeing invoicing, merchandising, and customer relations, resulting in an 80% sales increase from business acquisition to divestiture.• Managed accounting and financial planning tasks, including payables and inventory ledger maintenance, tax filings, fuel sales projections, and reconciliation of fuel delivery variances.• Implemented stringent internal control protocols, conducting inventory audits and nightly shift closure procedures to ensure operational efficiency and compliance.

San Marcos, Tx, Us

• Provided exceptional assistance to library customers at the reserve desk, addressing all reserve material needs efficiently.• Developed and implemented a streamlined filing system for professors' reserve materials and test banks, ensuring easy access and organization.• Managed an inventory system to accurately track DVDs and periodicals, facilitating efficient retrieval and maintenance of library resources.

• Spearheaded the design, planning, and construction oversight of a $1.3 million shopping center project.• Utilized financial modeling expertise to budget for cost-efficient construction materials and meticulously tracked variances to ensure optimal resource allocation.• Provided strategic counsel to property owners on preferred leasing terms and devised effective go-to-market strategies to attract new tenants.• Negotiated CAM (Common Area Maintenance) and NNN (Triple Net) rates between landlords and clients, while meticulously preparing lease documentation to safeguard interests and foster sustainable agreements.

Master Of Business Administration - Mba

Bachelor Of Business Administration (Bba), Accounting

Bachelor, Business Administration; Accounting

Education record

Education record