The Property Tax Consultant is responsible for helping clients pay the lowest property taxes allowable by law through proactive representation, data-driven valuation analysis, and exceptional client communication. This role serves as a trusted advocate who manages appeals from start to finish while upholding the firm’s reputation for excellence and integrity.
The ideal candidate holds or is pursuing a Property Tax Consultant License or Texas Real Estate License, demonstrates strong analytical and communication skills, and thrives in a fast-paced, client-service-oriented environment.
To achieve the best possible outcomes for clients while protecting and strengthening the Five Stone brand through ethical, effective, and professional advocacy.
Wow the client with the best possible outcomes and quick, clear, and concise communication.
| Horizon | Objectives |
|---|---|
| Daily | Respond to client communications within 24 hrs • Maintain at least 6 productive billable hours daily • Remain available and responsive during business hours (except during meetings, breaks, or lunches) • Dedicate 30 minutes daily to account management or follow-up activity |
| Short-Term | Develop mastery within assigned geographic or property categories; know them better than the average CAD appraiser • Discover and execute property tax savings opportunities; document and track results • Maintain organized, up-to-date case notes for all active clients • Generate at least one positive client review per month and assist in improving overall Net Promoter Scores (NPS) |
| Long-Term | Complete firm-approved courses on data analytics and valuation (e.g., Khan Academy modules) • Build strong relationships with local appraisal district staff to improve negotiation outcomes • Achieve an average 10% improvement in reduction results year over year • Contribute to continuous improvement by analyzing hearing results and refining strategies • Exhibit leadership within the department through mentorship and knowledge sharing |