Real Estate Manager

Julie Rhodes

Email: *********@********.***

Address: Pickens Street

City: Houston

State: TX

Zip: 77007

Country: USA

Phone: 225-***-****

Skill Level: Management

Salary Range: $140,000

Willing to Relocate

Primary Skills/Experience:

See Resume

Educational Background:

See Resume

Job History / Details:

JULIE H. RHODES

3862 Church Street Zachary, Louisiana 70791 C 479-***-**** *********@********.***

EXPERIENCE

THE SHAW GROUP INC. Baton Rouge, Louisiana Senior Manager, Property Tax, Incentives, and Tax Credits 2009-Present

Created the Property Tax, Incentives, and Tax Credit Program for The Shaw Group, Inc. Department efforts from start up through 2011 have resulted in an identifiable monetary benefit to the company in excess of $32,791,000.00. Additional potential monies to be realized by the company in future benefits from 2012 on now total in excess of $28,000,000.00.

TOTAL realized monetary benefits to date for The Shaw Group now exceed $60,791,000.00

Incentives and Tax Credits

Led two person team in analyzing potential local, state, and federal governmental incentive and tax credit programs. Developed and implemented multiple corporate strategies to secure all monetary benefits available. Filed the appropriate requisite documentation with all appropriate governmental agencies and was successfully awarded incentives and tax credits along with corresponding future monetary benefits.

* 2012 - 2017 Forward (Estimated): $28M

South Carolina Jobs and Apprenticeship $10M,

MOX, $4M,

Georgia Jobs $10M,

LA Quality Jobs $3M,

Arizona Training $1M

* 2011: $13.6M

South Carolina Jobs $700K,

LA Quality Jobs $700K,

WOTC $100K,

HIRE Act $1.3M,

ADVANCED ENERGY CREDIT

American Recovery and Reinvestment Tax Act of 2009

Advanced Energy Manufacturing Tax Credit: a 30% credit provided for investment in a project that reequips, expands, or establishes a manufacturing facility for the production of certain types of advanced energy property. Shaw Awarded $10.8M.

* 2010: $11.9M

South Carolina Jobs $700K,

LA Enterprise Zone $400K,

WOTC $800K,

HIRE Act (Hiring Incentives to Restore Employment) of 2010 created two new tax benefits.

a. 6.2% payroll exemption of employer`s share of social security. Shaw Awarded $10M

b. $1,000 per worker retained for a minimum of one year. Shaw Awarded $1.3M

* 2009: $4.3M

South Carolina Jobs $600K,

WOTC Shaw Awarded $3.7M

Property Tax

Led Property Tax Team with responsibility for the accuracy of valuations and taxes for real and personal property. Ensured tax compliance, optimizing business benefits while producing the lowest legal property tax costs; reviewed and approved valuations; directed accounting of company accruals and financial reporting.

Property Tax Savings History Past Three Years: $2,991,000

2012 Tax Year: 534,000

Negotiated Property Tax Savings: $182,836

Louisiana Industrial Tax Exemption $351,337

2011 Tax Year: $1,018,000

Negotiated Property Tax Savings: $588,956

Louisiana Industrial Tax Exemption $429,539

2010 Tax Year: $598,000

Negotiated Property Tax Savings: $153,786

Louisiana Industrial Tax Exemption $443,902

2009 Tax Year: $841,000

Negotiated Property Tax Savings: $320,331

Louisiana Industrial Tax Exemptions $520,717

WAL-MART STORES, INC. Bentonville, Arkansas

Director, Real Estate Research and Planning 2000-2009

Led team in development, implementation, and management of analytical planning, decisions and strategies for real estate division. Provided technical advice and data modeling initiatives by directing and recommending analytical approaches to decision making. Identified opportunities for integrating data models and statistical analysis to meet business objectives. Coordinated multi-team real estate five-year planning process reviewing and aligning real estate strategic growth plan. Led the Real Estate Research Team in the development and implementation of the following:

* Development of a first year sales forecasting tool for new supercenter units.

* Sister Store Query Tool, enabling real estate manager to find open units with similar demographic characteristics.

* Systematic creation of trade area boundaries using point-of-sale data.

* Automated preparation of new unit agenda process saving approximately 7,000 man-hours.

* Formulated second year sales regression equation integral to return on investment model.

* Produced Web-based data management site providing centralized repository of information.

Senior Research Analyst, Research and Planning Department, Realty Division

Provided strategic level development, data-mining and tool building for realty decision-making enabling best returns on investment. Conducted project research which resulted in standard, broadly applicable tools. Worked closely with associates in development, implementation, and preparation of demographic, financial and operational data for project presentations to Executive Real Estate Committee for approval.

* Collaborated with team in analysis of store trade areas, sizing and performance for new stores and projects.

* Conducted special studies relative to site analysis, demographics, socio-economic and financial variables.

Senior Personal Property Tax Manager

Managed personal property for company stores and distribution centers. Ensured personal property tax compliance. Reviewed and approved personal property valuations. Analyzed depreciation tables monitoring appropriate life use for asset reporting. Discussed disputed values with tax assessors and appraisers. Negotiated valuation, ensuring compliance of special assessments including abatements and freeports. Directed accounting of individual unit accruals and financial reporting. Managed audit process, identifying and reducing areas of exposure. Established extensive knowledge of appraisal and tax systems for thirty-nine states, researching and reviewing tax laws affecting property tax matters.

* Prepared, filed and paid over 6,000 personal property tax returns as well as organized personal property tax renditions, ensuring reporting of correct asset information.

* Achieved honor as featured speaker at 2002 International Association of Assessing Officers (IAAO) Personal Property Conference, 2002 Oklahoma Assessor Conference and 2003 Florida Personal Property Conference.

* Led team in design of system and processes, previously outsourced to license tractor/trailer and fuel tax reporting, resulting in yearly savings of $500,000.

Regional Real Estate Tax Manager

Ensured accuracy of property valuations and taxes for owned and leased real estate including company distribution centers, stores, open and closed supercenters and vacant land. Advised leadership of alternatives, optimizing business benefits while producing lowest legal property tax costs. Analyzed proposed tax laws and regulations and developed corresponding policies. Traveled to stores, clubs, distribution centers and taxing jurisdictions to research, analyze, discuss and appeal property value via inspections and market analysis.

* Conducted appeals and audits of real property valuations, testifying for informal and formal appeal processes.

* Guaranteed accurate accruals and communicated changes to stores, clubs and distribution centers.

SAINT TAMMANY PARISH ASSESSOR`S OFFICE Covington, Louisiana

Chief Appraiser 1989-2000

Held appraisal team accountable for fair market valuation of real property in 100,000-parcel parish. Represented assessor's office with property owners and board of review as part of appeal process. Directed appraisal team responsible for 1992, 1996 and 2000 reassessment of real property. Explained real estate valuation and appeal process to taxpayers.

* Worked in close collaboration with teammates, creating and updating record cards for commercial property and 60% of remaining parcels.

* Served as campaign manager for assessor, ensuring re-election to second term of office.

EDUCATION

UNIVERSITY OF SOUTHEASTERN LOUISIANA, Hammond, Louisiana

M.B.A., 1996

UNIVERSITY OF SOUTHWESTERN LOUISIANA, Lafayette, Louisiana

B.S., Business, 1986 (now known as University of Louisiana)

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