Analyst – Operations & Support

Modern Tax GroupDallas, TX
48d

About The Position

Responsibilities: Email “Data Request” annually and send follow-up emails Handle incoming mail & SharePoint Retrieve notices and tax bills for all accounts, incoming mail, Dropbox, and emails from clients. Consultants, and assessors Go onto county portals and retrieve notices, hearings, and board orders Enter values and protest deadlines into Siger Save notices & tax bills on Z drive & mail folder Upload documents to Siger using document processing Enter scheduled hearings in Siger Set up New Client information in Siger from start to finish Enter new client information Upload all property locations for new client Double check with the assessor's website for the correct owner’s name and jurisdictions Create and send out the appointment of agent for signature and then to the assessors for coding Mail extensions, appeals, and returns Create labels via FedEx Scan final return copies into the Z drive and Dropbox or SharePoint Enter tracking information into Siger Notarize any documents needed from consultants and management Keep up with the filing and creating client folders Learning property tax software to manage data Perform other duties as assigned Support the consulting team in whatever they may need Requirements: Ability to prioritize tasks, work on multiple engagements, and manage rapidly changing assignments in a team environment. A critical thinker with attention to detail. Computer proficiency, specifically Excel Strong analytical, communication, and problem-solving skills

Requirements

  • Ability to prioritize tasks, work on multiple engagements, and manage rapidly changing assignments in a team environment.
  • A critical thinker with attention to detail.
  • Computer proficiency, specifically Excel
  • Strong analytical, communication, and problem-solving skills

Responsibilities

  • Email “Data Request” annually and send follow-up emails
  • Handle incoming mail & SharePoint
  • Retrieve notices and tax bills for all accounts, incoming mail, Dropbox, and emails from clients. Consultants, and assessors
  • Go onto county portals and retrieve notices, hearings, and board orders
  • Enter values and protest deadlines into Siger
  • Save notices & tax bills on Z drive & mail folder
  • Upload documents to Siger using document processing
  • Enter scheduled hearings in Siger
  • Set up New Client information in Siger from start to finish
  • Enter new client information
  • Upload all property locations for new client
  • Double check with the assessor's website for the correct owner’s name and jurisdictions
  • Create and send out the appointment of agent for signature and then to the assessors for coding
  • Mail extensions, appeals, and returns
  • Create labels via FedEx
  • Scan final return copies into the Z drive and Dropbox or SharePoint
  • Enter tracking information into Siger
  • Notarize any documents needed from consultants and management
  • Keep up with the filing and creating client folders
  • Learning property tax software to manage data
  • Perform other duties as assigned
  • Support the consulting team in whatever they may need
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