Property Tax Financial Analyst

Public Storage•Frisco, TX
•Hybrid

About The Position

The Property Tax Financial Analyst is a key direct report to the head of Property and Sales Tax at Public Storage. The role leads analytical work related to development, redevelopment, and acquisition underwriting, transaction execution, and investment memorandum preparation. The Analyst supports department strategy through financial analysis, reporting, forecasting, research, and tax-related projects, and provides senior leaders with actionable insights on property tax trends and investment performance. The position is office-based five days per week, with the option to take up to three flexible remote days per month. Candidates must be authorized to work in the United States without restrictions and without current or future sponsorship.

Requirements

  • Bachelor's and/or master's degree in Accounting, Finance, Economics, or a related field.
  • At least 3 years of experience in financial analysis, asset management, private equity, or investment banking.
  • Excellent interpersonal, verbal, and written communication skills.
  • Exceptional Microsoft Office skills, particularly Excel.
  • Strong analytical skills.
  • Ability to learn and work independently and collaboratively; energetic, organized, creative, and highly motivated.
  • Strong work ethic and ability to support multiple projects simultaneously and prioritize competing demands under time-sensitive deadlines.
  • Ability to work effectively with a range of people, from staff to executives, with a flexible style and strong personal presence.
  • Entrepreneurial spirit and commitment to collaboratively growing the Public Storage platform and implementing industry best practices.
  • Authorization to work in the U.S. without restrictions or current or future sponsorship.

Nice To Haves

  • Real estate industry experience.
  • Experience with property tax appeals, property tax analysis, or related roles involving multi-state or national exposure.

Responsibilities

  • Conduct ad hoc operational analysis and prepare monthly and quarterly reports.
  • Support budget forecasting, capital budgeting, and historical investment performance reviews.
  • Prepare financial analyses, presentations, and performance templates to support senior management decisions.
  • Analyze and report year-over-year property tax trends at state, district, and property levels, and provide recommendations to senior leadership.
  • Maintain a database of appeal activity, outcomes, and cost-benefit analyses to inform decisions and resource allocation.
  • Prepare senior management reporting packages, including actual-to-budget and forecast-to-budget variance analyses and cash forecasts.
  • Prepare and present updates and reports for executive management on findings, risks, and opportunities involving property tax law changes, local market conditions, and industry best practices.
  • Research industry, regulatory, economic, demographic, market, and property-specific information.
  • Participate in ad hoc tax projects and initiatives in support of the tax department's strategy.
  • Lead analytical efforts related to development, redevelopment, and acquisition underwriting, transaction execution, and investment memorandum preparation.
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