RE Tax Financial Analyst

Winston Staffing; New York (NY); On-site; USD 85,000 - 110,000; Full time

Job summary

Winston Staffing in New York, NY is seeking a Real Estate Tax Financial Analyst to support the financial, valuation, and case-preparation functions of the Property Tax Group. This role requires 3+ years of experience in financial and real estate analysis, valuation, and accounting, with advanced Microsoft Excel skills and financial modeling.

You will analyze property financial statements, rent rolls, and budgets; prepare tax projections, valuation models, and client explanations of benefits; and

Qualifications

• 3+ years of relevant experience in financial analysis, real estate analysis, valuation, accounting.
• Advanced Microsoft Excel skills, including financial modeling and data analysis.
• Strong financial-statement analysis and quantitative problem-solving ability.

Responsibilities

• Analyze property financial statements, operating statements, budgets, rent rolls, and supporting income-and-expense information.
• Prepare client budgets, tax projections, preliminary benefit calculations, valuation models, and comparable-property support.
• Review rent rolls and identify vacancies, below-market rents, lease expirations, concessions, unusual entries, and other valuation issues.
• Research rental and sales comparables for regular property-tax proceedings and pied-à-terre surcharge matters.
• Review tax-refund calculations and confirm the accuracy of refund amounts before explanations of benefits are finalized.
• Prepare application casework required to establish and process new matters.
• Prepare audit report forms and related work-up spreadsheets for court filings.
• Prepare hearing work-up spreadsheets for attorney review and modification.
• Prepare explanations of benefits for clients.
• Review income-and-expense forms and supporting information before substantive attorney review.
• Compare rent rolls, RPIE filings, TC201 filings, financial statements, and prior-year submissions to identify discrepancies requiring client follow-up.
• Run standardized database query reports and organize results for case-status review and follow-up.
• Enter analytical findings and other appropriate case notes in database.
• Save analytical work, source documents, and final work product in accordance with the group’s file-management protocols.

Skills

Advanced Excel

Financial modeling

Data analysis

Reconciliations

Complex spreadsheets

Financial statement analysis

Quantitative problem solving

Job description

Real Estate Tax Financial Analyst to support the financial,

valuation, and case-preparation functions of Property Tax Group.

Seeking an analytical, organized, and detail-oriented Real Estate Tax Financial Analyst

3+years of relevant experience in financial analysis, real estate analysis, valuation, accounting,

Primary Responsibilities

Financial and Valuation Analysis

• Analyze property financial statements, operating statements, budgets, rent rolls, and supporting income-andexpense information.
• Prepare client budgets, tax projections, preliminary benefit calculations, valuation models, and comparableproperty support.
• Review rent rolls and identify vacancies, below-market rents, lease expirations, concessions, unusual entries, and other valuation issues.
• Research rental and sales comparables for regular property-tax proceedings and pied-à-terre surcharge matters.
• Review tax-refund calculations and confirm the accuracy of refund amounts before explanations of benefits are finalized.
• Prepare application casework required to establish and process new matters.
• Prepare audit report forms and related work-up spreadsheets for court filings.
• Prepare hearing work-up spreadsheets for attorney review and modification.
• Prepare explanations of benefits for clients.
• Review income-and-expense forms and supporting information before substantive attorney review.
• Compare rent rolls, RPIE filings, TC201 filings, financial statements, and prior-year submissions to identify discrepancies requiring client follow-up.
• Run standardized database query reports and organize results for case-status review and follow-up.Enter analytical findings and other appropriate case notes in database.
• Save analytical work, source documents, and final work product in accordance with the group’s file-management protocols.
• At least three years of relevant experience in financial analysis, real estate analysis, valuation, accounting,
• Advanced Microsoft Excel skills, including financial modeling, data analysis, reconciliations, and complex spreadsheets.
• Strong financial-statement analysis and quantitative problem-solving skill
• Responsible for preparing financial and valuation analyses, new-case application work, hearing workups, and explanations of benefits that support the attorneys’ review and decision-making.