Jon Williams Email & Phone Number

Tulsa, Oklahoma, United States

Tulsa, Oklahoma Area

Tulsa, Oklahoma

Collaborate effectively with clients and taxing authorities on national basis to manage and minimize clients’ property tax expenses. Direct filing and reviewing 1,200+ personal property tax renditions for national convenience store & retail chains. KEY COMPETENCIES: PROCESS IMPROVEMENT, COMMUNICATION, ANALYTICS, COMMERCIAL REAL ESTATESaved client $900K in one year● Audited real estate tax reconciliations and leases● Identified billing issues to find tax savings● Resolved and negotiated issues with landlordsKEY COMPETENCIES: PROCESS KNOWLEDGE, CUSTOMER SERVICE, ANALYTICS, COMMUNICATION, CRITICAL THINKING, MULTI-TASKINGDecreased time spent and confusion with streamlining of approval process● Reviewed processes and how to improve them● Created checklist template for dispute issues● Collaborated with teammates to ensure form was comprehensive and cohesiveKEY COMPETENCIES: LEADERSHIP, TEAM BUILDING, COMMUNICATION, NEGOTIATION, COMMERCIAL REAL ESTATE, VALUATIONAcquired new client through relationship building● Built relationship with office property manager● Re-examined clients’ portfolio, discovered areas of need and savings● Presented findings to client in successful pitch

Applied analytical skills to identify property tax savings opportunities for clients. Consulted with clients on tax savings decisions and opportunities. Analyzed leases and related real estate tax reconciliations.KEY COMPETENCIES: ANALYTICS, RESEARCH, COMMUNICATION, COMPLIANCE, COMMERCIAL REAL ESTATE, VALUATIONSGained knowledge of personal property tax compliance● Prepared personal property tax filings and audits● Verified and audited real estate tax reconciliations for retail clients● Learned valuation, appeal process and successfully appealed properties reducing tax liability for clientsKEY COMPETENCIES: TIME MANAGEMENT, MULTI-TASKING, ADAPTABILITY, ORGANIZATION, PROCESS IMPROVEMENTLowered supervisors’ multi-year backlog within 1 year in order to increase client satisfaction● Discovered client had been neglected by supervisor● Encouraged extensive working hours to meet client needs● Evaluated and completed additional reviewsKEY COMPETENCIES: TIME MANAGEMENT, MATHEMATICS, BUDGETING, ATTENTION TO DETAIL, LEADERSHIP, PROCESS IMPROVEMENTAssisted clients to accrue budget for property tax annually● Measured and reviewed 900+ property portfolio● Estimated any possible increase in taxes● Assessed current year tax liability

Oklahoma City, Oklahoma Area

Created and review annual property tax estimate reports for multi-location clients.Identified and resolved any billing and invoicing issues.KEY COMPETENCIES: PROCESS IMPROVEMENT, COLLABORATION, TIME MANAGEMENT, TEAMWORK, ABILITY TO TAKE ON NEW ROLESFiled 1,200+ personal property tax renditions● Scrutinized client assists and confirmed they were classed and taxed correctly● Completed correct property tax forms● Mailed to jurisdictions before deadlines