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Work Background
Property Tax PartnersSenior Consultant
Oct. 2023
The Ambrose GroupProperty Tax - BPP & Appeal Coordinator
Aug. 2021 - Sep. 2023United States• Manage Business Personal Property process from start to finish for 300+ clients: render assets, track & review notice values, initiate protest & appeals.
• Attend value hearings and negotiate taxable value with county assessors
• File Arbitration applications with TX Comptroller's office
• Uniform & Equity Analysis for commercial properties
Cummings Westlake, L.L.C.Tax Analyst
Apr. 2017 - Jul. 2021Cypress, TexasCummings Westlake, LLC provides strategic property tax solutions to the industrial and renewable energy industries. Services include property tax planning and compliance, state and local tax value negotiations and property tax incentives. Responsible for TCEQ Use Determination for Pollution Control Property Applications, Chapter 313 Reporting, also rendition preparation, protesting values & tax bill compliance with local & state taxing authorities.
Protection First, Inc.Office Manager
Mar. 2012 - Apr. 2017Houston, Texas AreaPayroll, Accounts Payable/Receivable, Monthly Sales Tax reporting, Quarterly payroll tax reporting. Preparing fire alarm drawings and required paperwork for fire alarm permit. Responding to RFP's
NCI Building SystemsTax Specialist - Property Tax
Apr. 2007 - Mar. 2012Houston, Texas AreaManage property tax compliance for 40 plant locations and 20 drafting/engineering offices nationwide including land parcels, business personal property, and inventory accounts. Liasion with outside consultants, tax authorities, and internal accounting department on all property tax issues. Maintain Property Tax database of accruals and payments. Gather data required for filing of property tax returns, assist in preparation for protests and appeals.
Manage accrual update and review for distribution to division controllers bi-annually
Respond to property tax notices and other correspondence from taxing authorities.
Calculate depreciation of all company fixed assets for income tax purposes.
Maintain FAS 100 database for all divisions on acquisitions, disposals and transfers / Reconcile book to tax depreciation variance quarterly
EYClient Service Specialist / Finance Assistant
Aug. 2000 - Jan. 2007Client Service Specialist - File Property Tax returns at the county and state level for clients in the telecom industry. Track assessment notice receipt and response, maintain property tax calendar.
Prepare for appeals, negotiate informally with assessor to settle value disputes.
Process and forward tax bills to client for payment, creating distribution of value reports and tax estimates. Research tax savings opportunities Finance Assistant - Support two associates in the Finance Group, responsible for: Manage monthly billing schedule for approximately twenty audit clients
Extract detail from PeopleSoft based global reporting system on time and expenses charged to engagements, creating reports to analyze data. Determine engagement profitability percentage and need for write off/up
Communicate with client serving personnel on all billing matters including requests for information, engagement code setup, maintenance/changes, invoice generation and approval.
Maintain database of engagement letters, and perform set up of new clients and engagements in financial system
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