Valuation Analyst

State of Oklahoma • Oklahoma City, OK

2d

About The Position

The Public Service Valuation Analyst is responsible for the annual central valuation of railroads, airlines, and public service corporations for ad valorem tax purposes. The analyst communicates with company representatives in person or by phone to gather, interpret, and review corporate financial information. The position analyzes company renditions, financial information, and appraisals using standardized unit valuation methods for each industry, then assesses values and apportions them to the appropriate taxing jurisdictions. The analyst evaluates whether appraisals comply with Oklahoma Tax Commission policies and procedures, statutes, regulatory standards, and unit valuation standards, and whether they represent fair estimates of property value. The analyst also works with management to develop, implement, and administer appraisal guidelines, policies, and procedures.

The position requires occasional job-related travel and a valid Oklahoma driver’s license. Normal work hours are Monday through Friday, 7:30 a.m. to 4:30 p.m., with minor flexibility possibly required. Telework may be required depending on agency needs; when applicable, the employee must be able to work both onsite and remotely and maintain secure internet access and a dedicated telephone or smartphone during scheduled working hours. The role has access to Federal Tax Information and requires strict confidentiality. Employment offers are contingent on successful fingerprint-based background, reference, and federal and state tax compliance checks.

Requirements

• Bachelor’s degree in accounting, finance, business/public administration, or a closely related field, plus two years of experience in accounting, finance, business, appraisal work, unit valuation, or closely related work; alternatively, an equivalent combination of education and/or experience in these fields.
• Knowledge of generally accepted valuation approaches, including cost, market, and income approaches, discounted cash flow, replacement cost methods, and the capital asset pricing model.
• Knowledge of computer technology principles, terminology, and automated systems, including Microsoft Office applications.
• Knowledge of accounting, finance, appraisal methodologies and principles, financial statements, government regulatory forms, and analytical principles.
• Strong time management, data collection, and organizational skills.
• Excellent critical-thinking, problem-solving, and analytical skills, with exceptional attention to detail.
• Strong interpersonal, collaboration, written communication, and verbal communication skills; proficiency in Microsoft Office.
• Ability to gather and analyze information to help determine Fair Cash Value; exercise objectivity, integrity, independent judgment, confidentiality, and ethical conduct; and present findings clearly and concisely.
• Ability to work independently and as part of a team in a fast-paced environment, demonstrate efficiency and accuracy, explain complex topics simply, prioritize tasks to meet deadlines, and maintain effective working relationships.
• Ability to sit and stand for extended periods; operate office equipment; see and read screens and printed materials; hear and understand speech; communicate clearly; and lift up to 15 pounds, bend, stoop, climb stairs, walk, and reach.
• Willingness and ability to perform occasional job-related travel; reliable transportation and a valid Oklahoma State Driver’s License that is maintained.
• If telework is required, ability to work onsite and at an off-site location, generally the applicant’s home, with secure internet and a dedicated telephone or smartphone during scheduled work hours.
• Ability to uphold strict confidentiality when handling Federal Tax Information.
• Successful completion of fingerprint-based background, reference, and federal and state tax compliance checks as a condition of employment.

Nice To Haves

• Experience with central or unit valuation.
• Understanding of Replacement Cost New Studies.
• OSU CLGT accreditation in the Assessor Training and Accreditation (ATAP) program.

Responsibilities

• Determine Oklahoma Fair Cash Values for airlines, railroads, and public service corporations for ad valorem taxation.
• Review and analyze Public Service Annual Reports.
• Review and analyze sworn lists or schedules, including balance sheets, income statements, and government regulatory reports.
• Identify reporting discrepancies or missing information in Public Service Annual Reports.
• Engage in discussions with taxpayers at informal conferences.
• Review proposed Intangible Personal Property Exemptions for unit valuation.
• Research and prepare Impact Studies for release to counties.
• Assist with apportionment questions from companies and counties.
• Research and determine the discovery of new Public Service Companies.
• Collaborate in determining yearly capitalization and equity rates.
• Complete internal company audits and protest summaries.
• Conduct research and analysis on unit valuation methodology.
• Assist with hosting, registering participants, and monitoring classrooms at the Annual Educational Conference.
• Present at the Annual Educational Conference and other meetings as needed.
• Assist in training coworkers.
• Maintain productivity in line with established benchmarks.
• Perform other duties or tasks assigned by management, including special projects.

Benefits

• Generous state-paid benefit allowance to help cover insurance premiums.
• Choice of insurance plans with no pre-existing condition exclusions or limitations.
• Flexible spending accounts for health care and/or dependent care expenses.
• Retirement Savings Plan with a generous match.
• 15 days of paid vacation and 15 days of sick leave for full-time employees in the first year.
• 11 paid holidays per year.
• Paid maternity leave for eligible employees.
• Employee discounts with a variety of companies and vendors.
• Longevity bonus for years of service.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level