Real Estate Tax Financial Analyst: Valuation & Case Prep

Winston Staffing; New York (NY); Sur place; USD 85 000 - 110 000; Plein temps

Résumé du poste

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.

Responsabilités

• 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.

Connaissances

Advanced Excel

Financial modeling

Data analysis

Reconciliations

Complex spreadsheets

Financial statement analysis

Quantitative problem solving

Description du poste

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