Cotality · 1 month ago
Sr. Associate, Operations - Commercial Tax
Dallas, TX
Full-time
Hybrid
Entry Level
$44K/yr - $50K/yr
1+ years expCotality is a company focused on making the property industry faster and more people-centric. The Sr. Associate, Operations - Commercial Tax role involves handling customer inquiries related to tax information, ensuring accurate documentation, and maintaining account details while achieving performance targets.
Property InsuranceReal EstateSoftware
Responsibilities
Handle inbound customer calls / inquiries with professionalism and efficiency
Identify and asses customer needs by researching tax-related information using internal systems and official tax agency websites
Accurately document research findings and provide clear resolutions to customer inquiries
Maintain and update account information with precision and attention to detail
Consistently achieve performance targets and service level metrics
Qualification
Required
High school diploma, GED or equivalent
Data entry experience
1+ year of experience in customer support role
1+ year of tax / banking / mortgage / real estate industry servicing experience
Strong proficiency in written and oral communication
Benefits
Generous PTO and 11 paid holidays, plus well-being and volunteer time off.
Up to 16 weeks of fully paid parental leave and a baby stipend.
Multiple medical plan options with mental health and wellness support offerings.
401(k) with company match and vesting after one year.
$400 annual well-being stipend and tuition assistance up to $5,250.
Recognition Rewards, Referral bonuses, exclusive discounts and more!
Company
Cotality
Cotality is a technology firm helping property professionals with data, valuations, surveys and retrofit solutions.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
$1.63MKey Investors
Finance Birmingham
2018-02-12Acquired
2016-07-05Series Unknown· $1.63M
Recent News
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