Property Tax Operations & Support Specialist

Modern Tax Group•Dallas, TX

2d•Onsite

About The Position

The Property Tax Operations & Support Specialist role is crucial for ensuring timely and accurate property tax filings and client record management. This position involves direct communication with appraisal districts and collectors, and supporting a team of consultants. The role offers variety, a clear annual rhythm, and the satisfaction of maintaining an organized system. It is not a passive role, but one where the individual will own a portfolio, manage administrative tasks, and act as a key point of contact.

Requirements

Detail-oriented and self-motivated.
Strong time management skills with the ability to juggle multiple deadlines.
Ability to remain level-headed during busy periods, including tax season.
Clear communication skills, both written and verbal.
Ability to follow instructions.
Comfortable using Excel, Word, and Outlook.
High school diploma or GED required.
2+ years of administrative experience required.

Nice To Haves

Associate's degree a plus.
Property tax experience preferred, but not required.

Responsibilities

Answering incoming calls, handling incoming and outgoing mail, data entry, and filing.
Preparing and mailing Business Personal Property Tax Returns, Extensions, Protests, and Penalty Waivers via FedEx and Certified Mail, including drop-offs and tracking receipts.
Keeping client data current in the property tax software (values, deadlines, hearing calendars, notes, and authorizations on file with the appropriate appraisal district).
Saving and organizing documents across shared drives (returns, workpapers, hearing notices, freeport determinations, assessment notices, protest forms, settlements, board orders, and tax bills).
Pulling client-uploaded documents from Dropbox and organizing them.
Reaching out to assessors, appraisal districts, and collectors for missing notices, workpapers, hearing info, or tax bills.
Keeping assessor, collector, and client contact info accurate and up to date.
Responding to emails addressed to or copied to the team as a safety net.
Processing tax bills, including updating tax rates and amounts due.
Running weekly reports to track deadlines across returns, protests, unscheduled appeals, and hearings.
Adding new clients and parcels to the database.
Cross-training a teammate to ensure work continuity during PTO.