Sr. Associate, Operations - Commercial Tax jobs in United States
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Cotality · 5 hours ago

Sr. Associate, Operations - Commercial Tax

Cotality is a leader in property intelligence, aiming to enhance the property industry through technology and innovation. The Sr. Associate in Operations - Commercial Tax will manage customer inquiries, assess needs, and document resolutions while maintaining account precision and 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

Customer support experienceTax industry experienceData entry experienceWritten communicationOral communication

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

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Cotality is a technology firm helping property professionals with data, valuations, surveys and retrofit solutions.

Funding

Current Stage
Late Stage
Total Funding
$1.63M
Key Investors
Finance Birmingham
2018-02-12Acquired
2016-07-05Series Unknown· $1.63M
Company data provided by crunchbase