Tax & Insurance Analyst jobs in United States
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MIMCO · 2 days ago

Tax & Insurance Analyst

MIMCO is seeking a highly organized and analytical Tax & Insurance Analyst to manage and improve the processes related to property tax compliance, insurance policy administration, forecasting, budgeting, and claims management for a portfolio of commercial real estate assets. This role plays a key part in ensuring compliance with tax and insurance obligations, improving operational efficiency, and identifying cost-saving opportunities while maintaining strong internal and external collaboration across departments and third-party consultants.

Commercial Real EstateProperty ManagementReal EstateReal Estate Investment

Responsibilities

Partner with tax consultants, Accounting, and Property Management teams to ensure accurate assessments and tax obligations
Review property tax assessments and manage the appeal/protest process for over-assessed properties
Coordinate invoicing and payments for third-party tax consultants and City Brokerage, ensuring accuracy and compliance
Monitor tax budgets and accruals, identifying and addressing variances or discrepancies
Support negotiations related to abatements, exemptions, and tax incentives
Ensure timely payment of all tax obligations for MIMCO-managed partnerships
Coordinate with Lease Administrators to ensure proper collection and remittance of tenant real estate tax reimbursements
Maintain jurisdictional tax compliance and respond to notices in coordination with Legal and Accounting
Oversee the use and effectiveness of the Yardi Tax Module
Prepare projections and scenario analyses to support budgeting and strategic decision-making
Collaborate with Finance and Accounting to ensure accuracy in tax expense recognition and deferred taxes
Monitor changes in tax legislation that impact MIMCO’s portfolio and operations
Identify tax-saving strategies, including abatements and local incentives
Estimate tax implications of acquisitions, dispositions, refinances, and lease agreements
Review and manage all insurance policies across the portfolio for appropriate coverage
Analyze property-level insurance costs and allocations; identify cost-saving opportunities
Collaborate with brokers to evaluate and benchmark insurance policies for adequacy and competitiveness
Assist with the preparation of insurance budgets and forecasts for current assets and acquisitions
Ensure coverage adequacy including general liability, loss of rent, named storm, flood, umbrella, and specialty policies
Evaluate alternative insurance structures such as self-insurance or captive
Track policy renewal dates; coordinate with accounting and insurance brokers for timely renewals
Monitor tenant insurance compliance and policy renewals through collaboration with Property Management
Communicate key insurance metrics and options to management and GPs
Serve as the primary contact for all insurance claims, working with internal teams and insurers
Coordinate collection and submission of required documentation for property, liability, and loss of rent claims
Track claim statuses, ensuring timely processing, communication, and resolution
Maintain accurate claims records and generate regular reporting for management
Ensure compliance with lease, lender, and regulatory insurance requirements
Work across departments to integrate tax and insurance considerations into operational and strategic decisions
Communicate critical tax and insurance obligations, timelines, and changes to relevant stakeholders
Manage third-party relationships with tax consultants and insurance brokers effectively
Clearly explain policy terms, claim processes, and risk management strategies to internal stakeholders
Evaluate and improve tax and insurance processes, including adoption of automation or software solutions
Standardize documentation and procedures for handling tax notices, bills, insurance renewals, and claims
Provide training to relevant employees on updates and procedures relating to taxes and insurance
Perform in a manner that will prevent errors and omissions
Comply with MIMCO policies and procedures

Qualification

Property Tax ManagementInsurance Policy ManagementBudget ForecastingYardi SoftwareCommercial Real Estate KnowledgeAnalytical SkillsProcess ImprovementOrganizational SkillsCommunication SkillsInterpersonal Skills

Required

Bachelor's degree in finance, Accounting, Real Estate, Business Administration, or a related field
Minimum of 3 years of relevant work experience in property tax, commercial real estate insurance, or a similar role
Strong understanding of commercial real estate taxation and insurance practices
Proficient with Microsoft Excel and Office Suite; experience with Yardi strongly preferred
Excellent analytical, organizational, and documentation skills
Strong interpersonal and written/verbal communication skills
Self-starter with a focus on process improvement and attention to detail
Ability to manage multiple priorities and work cross-functionally
Knowledge of relevant federal, state, and local property tax and insurance regulations

Preferred

Experience with property tax protests, insurance claims, and budget forecasting

Company

MIMCO

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MIMCO provides commercial real estate management and investment services.

Funding

Current Stage
Growth Stage
Company data provided by crunchbase