
Expert Tax Refund Specialist
1 day ago
This role involves the analysis and processing of refund requests related to real estate taxes.
Key Responsibilities:- Review tax payment records, escrow accounts, and disbursement histories for overpayments, duplicate payments, or incorrect tax submissions.
- Research tax authority documentation, payment confirmations, and client records to validate refund eligibility.
- Coordinate with 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.
- Communicate professionally with clients regarding refund status, timelines, and escalations.
- Bachelor's degree
- 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, databases, and tax servicing platforms
- Excellent written and verbal communication skills
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