Description
Responsible for providing a variety of property assessment and tax consulting services related to a client deliverable with relatively little oversight from senior staff.
This may include project management, managing deliverables, meeting deadlines and partnering with other business units to explore synergy opportunities.
Key Responsibilities :
Market Research : Contributes to the local office’s ongoing market data research by independently researches external data sources (brokerage listings for leases and sales, third party rental rate and vacancy reports, Board decisions with data as part of public evidence, REIT reports, market reports, etc.
and internal data sources (client rent roll data, sales, etc.)
- Teaches junior staff how and where to collect market research and data and takes information learned from research, file management and market events to identify 3 or more potential opportunities annually to be pursued by senior staff Valuation & Assessment Analysis
- Creates initial valuation opinion during the preliminary review ( Stage 1’) for small or less complex properties and supports senior staff on more complex properties
- Ability to weigh three valuation approaches and reconcile and support a final opinion of value for assessment purposes and conducts analysis of equity in relation to comparable assessments with consideration to and understanding of governing legislation
- Generates various financial models & analysis using established procedures / templates to be used in valuation process
- Under the direction of senior staff, performs all types of property (land & building) inspections for the purposes of validating site specs, neighborhood, surveying the building or land (building type, description, land use etc.
collecting qualitative information to be used as evidence in hearings and / or client reports
- Proposes initial view on the merits of the appeal to be reviewed by senior staff and attend site visits with senior staff to develop an understanding of what to look for to build a case to contest the value of a property or building
- Reporting : Review and assist junior team members with set-up and preparation of initial reports External reports include assessment appeal reports, review panel, Appeal Board hearing materials etc.
Review relevant data (using Altus templates specific to property type) as required : Copy & paste tables, references, images etc.
from established sources
- File Management : Manages small local client files (operate in 1 jurisdiction;
- Manages simple files independently while learning to manage clients under the direction of senior staff
- Appeals : Supports various senior staff to manage the appeal process for 100-250 appeals during a year
- Supports senior staff in monitoring municipal deadlines for appeal process o Contributes to work plans and ensures delivery of assigned work for a file is done according to that plan and prepares initial evidence submissions and actual documentation
- Appeal Conduct o Applies technical skills and industry specific knowledge to provide property assessment services to existing clients ( Stage 2’) under the direction and guidance from senior staff : Prepares formal legal documents (i.e. Statement of Issue)
- Prepares written argument and evidence for appeal o Contributes to composing assessment appeal reports, as well as, begins to analyze risk of each file before and during appeals process
Key Qualifications :
- Bachelor’s degree in Real Estate, Law, Business or Economics preferred
- Minimum 3 years of relevant experience required
- Obtained, or working towards, designation and paralegal license in Ontario D. Skills & Knowledge
- Understanding of how taxes are determined from the assessments returned
- Understanding of tax legislation pertaining to tax classifications, exemptions from taxation, and tax phase in tools
- Proficient in Microsoft Office Suite : Word, Outlook, Excel, Adobe Acrobat. Excel skills should include IF statements, Vlookups and Pivot Tables
- Quantitative and analytical skills : specifically, financial modeling in Excel & Tableau, technical knowledge in all three approaches to valuations.
- Understanding of appeals process & applicable legislation
- Valid driver’s license with a clean drivers' abstract
Ce que le Groupe Altus offre :
- Récompenser les performances : Nous sommes heureux de pouvoir offrir à nos employés une rémunération compétitive, des plans d'incitation et de primes, ainsi qu'un ensemble de récompenses qui donne la priorité à leur santé mentale, physique et financière globale.
- Croissance et développement : En tant que destination pour les meilleurs talents de l'industrie, nous investissons en vous pour répondre aux besoins changeants de nos clients et atteindre vos objectifs professionnels.
Notre Altus Intelligence Academy offre plus de 150 000 heures de matériel d'apprentissage pour répondre aux différentes étapes de la carrière d'un employé.
Modèle de travail flexible : Nous modernisons nos programmes pour les employés afin de refléter le nouveau monde du travail.
Notre modèle de travail basé sur l'activité vous offre la flexibilité d'aligner votre lieu de travail sur le travail effectué - le bureau pour la connexion et la collaboration, et l'éloignement pour le travail ciblé.
Le Groupe Altus s'engage à favoriser un environnement de travail inclusif où tous les clients et employés se sentent accueillis, acceptés et valorisés.
Nous offrons une atmosphère sans barrières pour promouvoir la diversité, l'équité et l'inclusion, et encourageons l'égalité des chances pour tous les employés.
Nous recherchons des candidats ayant des expériences diverses et offrons des expériences accessibles aux candidats tout au long du processus de sélection.
Si vous avez besoin de mesures d'adaptation, veuillez nous contacter à l'adresse ou au +1 888 692 7487.
Nous apprécions tous les candidats qui prennent le temps de postuler au Groupe Altus. Veuillez noter que seules les personnes sélectionnées pour poursuivre le processus seront contactées.
Nous vous remercions de votre attention.