
Property Tax Resolution Expert
5 days ago
The company is seeking a detail-oriented and analytical individual to fill the role of Real Estate Tax Specialist. This position involves researching, validating, and processing refund requests related to real estate taxes.
Key Responsibilities:
- 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 (disbursement, taxline setup, escrow, finance) to resolve discrepancies and provide supporting documentation.
- Communicate professionally with clients regarding refund status, timelines, and escalations.
Qualifications & Skills:
- Bachelor's degree
- 1–2 years of experience in real estate tax servicing, mortgage operations, escrow, or financial services (internships/entry-level experience also considered).
- 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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