
Tax Refund Specialist
1 week ago
This position is responsible for conducting thorough research, validating information, and processing refund requests related to real estate taxes.
Key Responsibilities:
- Analyzing tax payment records to identify discrepancies.
- Validating refund eligibility by researching tax authority documentation, payment confirmations, and client records.
- Collaborating with county/state tax authorities to initiate and track refund requests.
- Preparing refund documentation, reconciling amounts, and ensuring compliance with regulatory requirements.
- Maintaining accurate records of refund cases in tracking systems and ensuring timely updates to stakeholders.
- Working collaboratively with internal teams (disbursement, taxline setup, escrow, finance) to resolve discrepancies and provide supporting documentation.
- Communicating professionally with clients regarding refund status, timelines, and escalations.
Required Skills & Qualifications:
- Bachelor's degree in a relevant field.
- 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.
Benefits:
This role offers a dynamic work environment, opportunities for professional growth, and the chance to make a meaningful impact in the real estate industry.
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