Heather Chavez

Heather Chavez

Vice President

Career summary:

Manage and oversee the business personal property tax department for the senior housing and retail group meeting multiple state deadlines. Manage multiple clients’ personal property and real estate portfolios. Appeal real estate values and work appeals for clients and work with attorneys in states that require an attorney to file the appeal. Prepare and monitor clients’ budgets reviewing periodically throughout the year for any changes. Prepare tax estimates for prospective client projects.

Representative clients:

  • Proctor & Gamble
  • Barclays
  • Hawthorn Senior Living
  • Chicago Pacific Founders
  • AEW Capital Management LP
  • Brookdale Senior Living Solutions
  • CA Ventures
  • Carlyle
  • Focus Healthcare Partners LLC
  • Foursquare
  • Greystar
  • Senior Lifestyle Corporation
  • Titan SenQuest Management Inc

Educations and affiliations:

  • 2013 Bachelor of Science in Accounting – Auditing/Forensic Accountancy

Professional designations:

  • Licensed Property Tax Consultant