Marc Santos Email and Phone Number

Prepare and manage various property tax disclosure documents for thousands of residential tract developments for major homebuilders throughout California. Manage and oversee daily disclosure operations including budgets, projects, team members and quality control team. Work closely with public agencies and municipalities regarding project specific requirements as it relates to property taxes. Conduct thorough research and analyze property tax data including Community Facilities Districts, Assessment Districts and Special Districts. Calculate property taxes applicable to residential tract developments.

Performed thorough due diligence research on development fees/budgets and produced various financial models for land development projects. Determined bonding capacity of eligible public infrastructure facilities related to land development projects. Analyzed method of apportioning taxes and assessments for Community Facilities Districts. Reviewed numerous legal agreements between developers and government agencies related to residential tract developments.

Managed and processed over 1,200 building permits, precise grade plans, structural calculations, and other related items per year. Created a dynamic tracking system for processing permits and managed deferred payments to better meet company financial goals without impacting business plan schedule. Negotiated with multiple county and local agencies to acquire building releases and coordinated with construction staff to ensure the building inspection process and final release process were completed in a timely and budgetary manner. Responsible for maintaining a multi-million dollar budget.

Responded to public inquiries regarding zoning, planning, and land use regulations pertaining to the Carlsbad Redevelopment Plan. Created a spreadsheet which provided detailed descriptions of all multi and single family housing developments within the City of Carlsbad. Analyzed and reviewed plans for proposed commercial & residential redevelopment projects. Assisted in the preparation of staff reports, resolutions, and notices for conditional use permits.

Provided property tax information to general public and mortgage/title companies. Calculated prorated taxes for Public Acquisition inquiries. Processed property tax payments and refunds. Responsible for inputting data into tax information systems.