More jobs:
Sr Associate, Client Operations Management, Tax Research
Job in
Dallas, Dallas County, Texas, 75215, USA
Listed on 2026-01-17
Listing for:
Cotality
Full Time
position Listed on 2026-01-17
Job specializations:
-
Finance & Banking
Accounting & Finance, Financial Analyst
Job Description & How to Apply Below
Join us as we work toward our vision of fueling a thriving global property ecosystem and a more resilient society.
Cotality is committed to cultivating a diverse and inclusive work culture that inspires innovation and bold thinking; it's a place where you can collaborate, feel valued, develop skills and directly impact the real estate economy. We know our people are our greatest asset. At Cotality, you can be yourself, lift people up and make an impact. By putting clients first and continuously innovating, we're working together to set the pace for unlocking new possibilities that better serve the property industry.
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* Job Description:
** JOB DUTIES
• Conducts intricate research of more complex property tax cases by utilizing advanced tools and resources including internal departments, third party sources, public agencies, and clients according to defined business procedures
• Interacts directly with clients to deliver exceptional client service in a high-volume production environment
• Leverages process, system, and client knowledge to solve problems independently
• Adheres to all required company and client driven standards and/or Service Level Agreements (SLAs)
• Performs simple to complex reporting such as maintaining tax research files, searching, and investigating tax research case information, and processing departmental documents requiring knowledge of functional operations.
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* Job Qualifications:
** JOB QUALIFICATIONS
• High school diploma, GED or equivalent required; bachelor’s degree preferred
• 3+ years of relevant experience; college education in lieu of experience
• Client service-oriented experience preferred
• Ability to provide exceptional client service in a high-volume production environment
• Ability to manage time, set priorities and meet deadlines
• Intermediate computer skills and technically savvy to learn multiple systems and applications
• Ability to understand basic property related documentation from a variety of sources
• Critical thinking to synthesize information from multiple sources to solve problems
• Detailed oriented to process data accurately
• Ability to collaborate with others and provide status updates
• Exceptional verbal and written communication skills
• Willingness to learn and grow
• Adaptable in an ever-changing environment
** Annual Pay Range:
** 38,500 - 45,760 USD
** Application Window:
** This opportunity is expected to remain posted through the date identified below, subject to business needs.
** Thrive with Cotality
** At Cotality, we offer more than just a job, we provide a benefits experience designed to support your whole self. From a flexible working model to competitive time off and standout health coverage with meaningful perks and growth opportunities, our package is built to help you thrive at work and in life.
Highlights include:
* Time off:
Generous PTO and 11 paid holidays, plus well-being and volunteer time off.
* Family Support:
Up to 16 weeks of fully paid parental leave and a baby stipend.
* Health:
Multiple medical plan options with mental health and wellness support offerings.
* Retirement: 401(k) with company match and vesting after one year.
* Financial Perks: $400 annual well-being stipend and tuition assistance up to $5,250.
* Extras:
Recognition Rewards, Referral bonuses, exclusive discounts and more!
* to see a comprehensive list of our benefit offerings.
Cotality is an Equal Opportunity employer committed to attracting and retaining the best-qualified people available, without regard to race, color, religion, national origin, gender, sexual orientation, gender identity, age, disability or status as a veteran of the Armed Forces, or any other basis protected by federal, state or local law. Cotality…
Position Requirements
10+ Years
work experience
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