Modern Tax · 16 hours ago
Associate – Operations & Support
Dallas, TX
Full-time
Onsite
New Grad, Entry LevelModern Tax Group, LLC is a company focused on property tax consulting and support services, and they are seeking an Associate for their Operations & Support team. The role involves managing client information, handling incoming mail, and supporting the consulting team with various tasks related to property tax software and documentation.
ConsultingCreditFinanceFinancial Services
Responsibilities
Email “Data Request” annually and send follow-up emails
Handle incoming mail & SharePoint
Retrieve notices and tax bills for all accounts, incoming mail, Dropbox, and emails from clients
Consultants, and assessors
Go onto county portals and retrieve notices, hearings, and board orders
Enter values and protest deadlines into Siger
Save notices & tax bills on Z drive & mail folder
Upload documents to Siger using document processing
Enter scheduled hearings in Siger
Set up New Client information in Siger from start to finish
Enter new client information
Upload all property locations for new client
Double check with the assessor's website for the correct owner’s name and jurisdictions
Create and send out the appointment of agent for signature and then to the assessors for coding
Mail extensions, appeals, and returns
Create labels via FedEx
Scan final return copies into the Z drive and Dropbox or SharePoint
Enter tracking information into Siger
Notarize any documents needed from consultants and management
Keep up with the filing and creating client folders
Learning property tax software to manage data
Perform other duties as assigned
Support the consulting team in whatever they may need
Qualification
Required
Ability to prioritize tasks, work on multiple engagements, and manage rapidly changing assignments in a team environment
A critical thinker with attention to detail
Computer proficiency, specifically Excel
Strong analytical, communication, and problem-solving skills
Company
Modern Tax
Taxes redefined by empathy.
Founded in 2014
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Heath Sutton
Chief Operating Officer
Company data provided by crunchbase