Tax Specialist

Clayton•Maryville, TN

4d•Hybrid

About The Position

The Tax Specialist is responsible for ensuring that tax invoices are processed accurately and timely. This role reports to the Property Tax and Insurance Tracking Team Lead and manages a large group of loans assigned by specific states. This role researches, obtains, and processes a variety of tax related correspondence and follows up accordingly. The Tax Specialist plays a crucial role in helping the business make sure tax bills are paid in adherence to the entity required or requested form of payment along with proper documentation.

Requirements

High School diploma or equivalent required, college preferred.
Minimum 1 years related experience required; 1-2 years related experience preferred.
Basic computer skills with ability to type at least 25 wpm.
Ability to communicate effectively and efficiently via phone, email, and person to person.
Capability of gathering facts accurately, analyzing causes, evaluating alternate solutions, and arriving at sound conclusions on action to be taken.
Ability to manage multiple and/or conflicting responsibilities.
Great attention to detail and organizational skills.
Ability to work in a team environment.
Knowledge of all company/department policies and procedures, as well as all applicable state and federal lending regulations.

Responsibilities

Processes payments to Tax Authorities ensuring timely and accurate payment of tax bills.
Ensures individual county requirements are met regarding attached forms or documents as needed.
Maintains a sequence of loans and follows-up in a timely manner.
Utilizes Taxing Authority websites to retrieve tax bills and audits bills ensuring all tax projections are considered and setup accurately.
Requests Tax Bills from customers and Taxing Authorities via mail, email, and phone.
Inputs updated information for tax suppliers and address changes.
Researches accounts for new county requirements and tax exemptions and updates accordingly.
Assists in reviewing penalty and interest write offs.
Participates with reviewing and resolving internal and compliance audit exceptions.
Monitors the Tax Tracking queue and assists with making updates as needed.
Handles new loan set up and determines accurate tax projections in the Tax Tracking system along with verifying amounts for correct escrow payment consideration.
Researches Property Assessments on 3rd party websites and updates the system for appropriate handling.
Reviews returned checks for appropriate action.
Analyzes Tax suits in order to recommend payment to upper management.
Investigates Tax levies to ensure funds are coming from the appropriate accounts.
Audits loans that are not registered with the county and communicates with customers on how to appropriately register their home.
Monitors all tax projections to ensure appropriate payment is made to the accurate tax authority.
Completes all internal customer service requests in a timely and efficient manner.
Connects with customers, 3rd parties, and vendors via phone and by email to educate or request necessary information.
Processes county required forms such as Assessments, Refunds, Payoffs, Registration, Reallocation of Funds, and Moving Home.
Audits Government Servicing loans as assigned.

Benefits

Medical and Dental Plan with Prescription Coverage and Vision
Competitive benefits including 401(K) includes 100% company match of the first 4%
Paid time off days (PTO), maternity/paternity leave, and holidays.
Community involvement including Volunteer Paid Time Off (VTO).
Tuition Assistance for your first degree
Onsite fitness facility with full gym, workout classes, volleyball and basketball courts, ping-pong, disc golf course, and onsite restaurant.
Wellness programs that focus on emotional, social, spiritual, intellectual, environmental, physical, and financial well-being.
Collaborative and energetic work environment.
Professional development and promotional opportunities.
Competitive bonus programs.