
Estate Tax Compliance Professional
9 hours ago
The role of Tax Servicing Associate involves meticulous research, validation, and processing of refund requests related to real estate taxes. This position requires collaboration with internal teams, clients, and external tax authorities to ensure accurate and timely resolution of refund cases.
Key Responsibilities:- Review tax payment records, escrow accounts, and disbursement histories to identify overpayments or incorrect tax submissions.
- Conduct thorough research on tax authority documentation and client records to verify refund eligibility.
- Coordinate with county/state tax authorities to initiate and track refund requests.
- Prepare refund documentation and ensure compliance with regulatory requirements.
- Maintain precise records of refund cases and provide timely updates to stakeholders.
- Foster collaboration with internal teams to resolve discrepancies and provide supporting documentation.
- Communicate professionally with clients regarding refund status and timelines.
- Bachelor's degree in a relevant field.
- 1-2 years of experience in real estate tax servicing, mortgage operations, or financial services.
- Strong analytical and problem-solving skills with attention to detail.
- Proficiency in Microsoft Excel and databases.
- Excellent written and verbal communication skills.
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