Real Estate Tax Resolution Specialist
23 hours ago
We are seeking a detail-oriented and analytical professional to join our team as a Real Estate Tax Resolution Specialist.
- Key Responsibilities:
- Tax Refund Analysis: Review and analyze tax payment records, escrow accounts, and disbursement histories to identify overpayments, duplicate payments, or incorrect tax submissions.
- Refund Eligibility Verification: Research tax authority documentation, payment confirmations, and client records to validate refund eligibility.
- Refund Coordination: Coordinate with county/state tax authorities to initiate and track refund requests.
- Refund Documentation: Prepare refund documentation, reconcile amounts, and ensure compliance with client and regulatory requirements.
- Record Keeping: Maintain accurate records of refund cases in tracking systems and ensure timely updates to stakeholders.
- Team Collaboration: Collaborate with internal teams (disbursement, taxline setup, escrow, finance) to resolve discrepancies and provide supporting documentation.
- Client Communication: 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 Skills with attention to detail.
- Technical Proficiency in Microsoft Excel, databases, and tax servicing platforms (experience with mortgage/tax software is a plus).
- Excellent Communication Skills.
About the Role: As a Real Estate Tax Resolution Specialist, you will play a critical role in ensuring timely and accurate resolution of refund cases. If you have strong analytical skills, excellent communication skills, and a passion for resolving complex problems, we encourage you to apply for this exciting opportunity.
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