**** *****: Cell
Apollos Gate Ct 917-***-****
Las Vegas, NV E-Mail:
Summary Seasoned Property Tax Compliance Officer with extensive
knowledge of tax payment and tax appeal processes. Strong
negotiator with consistent track record of achieving
significant reductions in real property taxes.
B.A., New York University, Economics and Computer Science
Completed two continuing education courses, Basic
Appraisal Principles, and Basic Appraisal Procedures,
through The Appraisal Institute and Baruch College of
Completed several courses through Institute for
Professionals in Taxation (Basic, Intermediate and
Advanced Real Property Tax courses).
Completed PTMS property tax software training class.
Experience Meyer Suozzi English and Klein
Sept 2009-April 2013
Legal Assistant - Tax Certiorari Department
Manage client portfolio to ensure that all needed
information is available in order to file a tax appeal if
it is warranted.
Prepare submissions in regards to tax appeal for the
Nassau County Assessment Review Commission.
Prepare additional responses for County Assessor when more
information is requested in regards to the tax appeal.
Contact clients when additional information is required to
determine if tax appeal is warranted.
Use Clysis tax software to review client tax assessment
and property information and NasPad (Nassau County tax
software) to review county tax information on all client
International Appraisal Company
Jan 2008-Sept 2009
Manager - Personal Property Taxes/Tax Certiorari
Manage client business personal property portfolio for
accuracy and completeness.
Prepare analyses to determine taxes owed for individual
Prepare and file Business Personal Property renditions.
Review assessment valuation notices to determine if an
appeal is necessary. Where an appeal is warranted, the
needed forms are completed and filed with the proper
Use PTMS Tax software for preparation of renditions and
for analysis and tax payment purposes.
Perform in depth research, including contact with taxing
jurisdictions, to determine validity of client
Maiorano and Associates
Jan 2009-May 2009
Jan 2008-May 2008
Jan 2007-May 2007
Prepared personal income tax returns. Advised clients on
ways to save money and reduce tax liability going forward.
On weekends during tax season.
Deloitte Tax LLP
Nov 2005-July 2006
Manager - Property Tax Services/Tax Certiorari
Manage client property portfolios for property tax
purposes. Inspect and review properties for the
possibility of a property tax assessment appeal.
Prepare acquisition studies and analyses on client
properties to determine if tax appeal is warranted.
Performed in depth research and analysis to develop
potential new clients.
Senior Property Tax Manager / Assistant Vice President
Handled numerous tax appeals, negotiating with assessors
in diverse jurisdictions, and managed the rendition
process for business personal property.
-Achieved savings of more than $500 million in real
taxes and over $100 million in tax refunds.
-Instrumental in achieving major tax reduction and refund
hotel property in Atlantic City, New Jersey. Total refunds
exceeded $10 million.
Managed payment process for large portfolio of
JPMorganChase owned and leased properties, assessing
valuations of over 6800 tax parcels (72 million square
Prior to outsourcing corporate tax payments, directly
managed payment process for all Bank properties.
Instrumental in setting up tax software system (BurrWolff
PTS) to monitor all real and personal property assessments
and tax payment information. New system increased
control, improved access to value information and
increased ability to achieve value reductions.
Managed relationship with external tax payment firm that
assumed responsibility for Bank's tax payments in 2005.
Review and verify 6000-7000 annual payment requests,
ensuring accuracy of invoice data and payment within
Managed outside tax consultants and tax certiorari
attorneys used on east coast as well as in California and
Prepared all budgets, quarterly and annual reports
communicating tax savings, refunds and other Corporate
Property Tax accomplishments to senior management.
Prepared and filed personal property tax returns in
numerous jurisdictions including Arizona, California,
Florida and Texas.
Assistant Manager / Area Controller- Corporate Real Estate
Managed departmental expenses for Corporate Real Estate
Group, including monitoring and verification of all
reimbursements for staff of 40.
Prepared all quarterly and annual status reports
highlighting Corporate Real Estate's financial and
Prepared annual budget reports for Corporate Real Estate
Reviewed, analyzed and verified monthly expenses and
income for all Corporate Real Estate properties.
Group Leader- Int'l Reimbursement Letter of Credit Dept
Handled large payment requests from major international
banks, communicating with counterparts in other banks,
verifying and processing payments.
Prepared monthly reports detailing transaction volume and
Check Processing Department
Processed all incoming checks from 500 bank branches and
prepared daily reports regarding value.
Skills Completed Access and Powerpoint classes through Learning
Above average computer skills. Proficient in Microsoft
Excel and Word.
References Furnished upon request