
Tax Refund Analyst
3 days ago
This role involves researching and processing refund requests related to real estate taxes.
- Review and analyze tax payment records, escrow accounts, and disbursement histories to identify overpayments, duplicate payments, or incorrect tax submissions.
- Research tax authority documentation, payment confirmations, and client records to validate refund eligibility.
- Coordinate with county/state tax authorities to initiate and track refund requests.
- Prepare refund documentation, reconcile amounts, and ensure compliance with regulatory requirements.
- Maintain accurate records of refund cases in tracking systems and ensure timely updates to stakeholders.
- Collaborate with internal teams to resolve discrepancies and provide supporting documentation.
- Bachelor's degree
- 1–2 years of experience in real estate tax servicing, mortgage operations, escrow, or financial services
- Strong analytical and problem-solving skills with attention to detail
- Proficiency in Microsoft Excel, databases, and tax servicing platforms
- Excellent written and verbal communication skills
- Review tax payment records for accuracy
- Research and validate refund eligibility
- Coordinate with tax authorities to initiate refunds
- Reconcile refund documentation and ensure compliance
- Collaborate with internal teams to resolve discrepancies
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