Associate, Client Operations Management (Tax Research)

Cotality; Irving (TX); On-site; USD 34,000 - 47,000; Full time

Benefits offered by this job

Generous PTO

Paid holidays

Parental leave

Health coverage

401(k) plan

Job summary

Cotality in Irving, TX is seeking an Associate, Client Operations Management (Tax Research) to support property loan clients in a fast-paced production environment. You will analyze data, resolve missing information, and leverage advanced tools to deliver accurate service to higher-tier clients.

This role emphasizes attention to detail, data-driven problem solving, and collaboration across teams. You will engage in cross-training and continuous improvement within the Tax Search focus area while

Qualifications

• 3+ years in a client-service-oriented role in a high-volume setting.
• Strong ability to learn new systems and interpret property documentation.
• Excellent analytical and critical thinking to connect data points.
• Detail-oriented, adaptable with strong verbal and written communication.
• Collaborative mindset with ethical conduct and accountability.

Responsibilities

• Analyze & Resolve: research missing data using advanced tools and query multiple sources.
• Deliver Excellence: provide accurate service to higher-tier clients while meeting SLAs.
• Manage Workflows: prioritize tasks to meet daily deadlines in a high-volume setting.
• Drive Improvement: participate in cross-training and continuous improvement within Tax Search.

Skills

3+ years client-service experience

Intermediate computer skills

Analytical thinking

Attention to detail

Professional collaboration

Education

High school diploma or GED

Bachelor's degree preferred

Job description

At Cotality, we are driven by a single mission—make the property industry faster, smarter, and more people-centric. Cotality is the trusted source for property intelligence, with unmatched precision, depth, breadth, and insights across the entire ecosystem. Our talented team of 5,000 employees globally uses our network, scale, connectivity and technology to drive the largest asset class in the world. 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.

Job Description

Join Cotality as an Associate, Client Operations Management (Tax Research) in a fast-paced production environment. In this role, you will be crucial to servicing, supporting, and mitigating risks for property loans. You’ll leverage advanced market-leading tools and your sharp attention to detail to analyze data, solve complex problems, and deliver exceptional service to higher-tiered clients. We foster a strong learning culture designed to help you grow your technical expertise and professional skills.

What You’ll Do

• Analyze & Resolve: Research missing data and utilize advanced tools to query, manipulate, and synthesize property-related information.
• Deliver Excellence: Provide exceptional, accurate service to higher-tiered clients in a high-volume setting, adhering to all Service Level Agreements (SLAs).
• Manage Workflows: Manage assigned inventory and prioritize tasks effectively to meet daily deadlines without unnecessary interruptions.
• Drive Improvement: Actively participate in cross-training, mentorship, and continuous improvement initiatives within the Tax Search focus area.

Job Qualifications

What You Bring

• Experience: 3+ years of relevant, client-service-oriented experience in a high-volume environment. (High school diploma/GED; Bachelor’s degree preferred).
• Technical Aptitude: Intermediate computer skills with a strong ability to learn new systems and interpret basic property documentation from varied sources.
• Problem Solving: Strong analytical and critical thinking skills to connect data points from multiple sources and resolve complex issues.
• Core Skills: Highly detail-oriented, adaptable, and armed with excellent verbal and written communication skills.
• Professionalism: A collaborative mindset demonstrated by ethical conduct, accountability, and a willingness to learn and grow.

Annual Pay Range

34,400 - 47,382 USD

Application Window

This opportunity is expected to remain posted through the date identified below, subject to business needs.

2026-08-28

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, Depending On Role Classification, 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!

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 maintains a Drug-Free Workplace.

Cotality is fully committed to a work environment that embraces everyone’s unique contributions, experiences and values. We offer an empowered work environment that encourages creativity, initiative and professional growth and provides a competitive salary and benefits package. We are better together when we support and recognize our differences.

Privacy Policy

Global Applicant Privacy Policy

Connect with us on social media! Click on the quicklinks below to find out more about our company and associates