Tax Specialist (On-site)

Newrez • Tempe, AZ

5d • Onsite

About The Position

The Tax Specialist maintains records on mortgaged properties and ensures accurate, timely payment of real estate taxes for escrow and non-escrow accounts. The role processes mail, faxes, and emails related to current tax bills and researches customer issues. It also supports tax contract processing, tax-bill requests, payment execution, tax-line maintenance, and deadline compliance.

Requirements

• High school diploma or equivalent.
• 2–4 years of relevant tax administration experience in a mortgage banking or real estate financing environment.
• Proficiency with Microsoft Office, including Excel, Word, and Outlook.
• Detail-oriented, with strong organizational, analytical, and problem-solving skills.
• Ability to adapt to changing priorities, project scopes, and deadlines.
• Ability to multitask in a fast-paced environment.
• Advanced understanding of SQL data warehouse environments and the OnBase imaging system.
• Strong written and verbal communication skills, including the ability to present to management and collaborate across organizational levels.
• Ability to make sound decisions based on department and company policies, procedures, knowledge, and experience.
• Must have a smartphone that meets company security standards and can install apps such as Microsoft Authenticator; employment is contingent on this requirement.

Nice To Haves

• Associate or bachelor’s degree.

Responsibilities

• Process tax contract export and import tasks accurately and on time.
• Process exception tasks within service-level deadlines.
• Ensure tax contracts are full-liability contracts.
• Provide vendors with documentation needed to make timely and accurate tax payments.
• Request tax bills manually, track critical dates, and make payments when they are not disbursed electronically.
• Update tax lines in the system of record and obtain delinquent tax amounts for non-escrowed loans in time to help prevent tax sales.
• Execute tax payments in batch or single-processing modes by installment due dates, avoiding interest or penalties.
• Perform tax-line due-date audits.
• Resolve problems rapidly and cost-effectively with minimal disruption.
• Interpret data in formats including Excel formula output, charts, and SQL Server data.
• Meet deadlines assigned by management and perform related duties and special projects as assigned.

Benefits

• Medical, dental, and vision insurance.
• Health Savings Account with employer contribution.
• 401(k) retirement plan with employer match.
• Paid maternity leave, parental bonding leave, and caregiver leave.
• Adoption assistance.
• Tuition and certification reimbursement.
• Employee Mortgage Loan Program.
• Employee Emergency and Disaster Fund.
• One company-paid Volunteer Time Off day.
• Matching Gifts Program, dollar-for-dollar up to $1,000.
• Access to grants, nonprofit resources, and volunteer opportunities.
• Employee Resource Groups.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED