Tax Research Operations Associate

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

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