Tax Specialist

RoundPoint Mortgage Servicing LLC; Coppell (TX); On-site; USD 60,000 - 80,000; Full time

Job summary

RoundPoint Mortgage Servicing LLC is looking for a Tax Specialist based in Coppell, TX. The role involves managing tax vendor relationships, conducting analyses, and driving process improvements within the tax department. A Bachelor's degree in business, Accounting, or Finance is required, alongside strong Excel skills.

This position promotes collaboration across the organization to enhance loan servicing quality. Ideal candidates are motivated self-starters with excellent communication abilities and a track record of delivering results.

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Qualifications

• Bachelor's degree in a relevant field is necessary.
• Strong Excel capabilities are essential for analysis tasks.
• Experience in financial services is preferred.

Responsibilities

• Assist in analysis of tax functions from loan closing to servicing transfers.
• Manage vendor relationships including contract negotiations.
• Develop process improvements and manage accurate reporting.
• Drive quality improvement initiatives within Loan Servicing.

Skills

Strong Excel capabilities

Analytical mindset

Excellent written communication skills

Presentation skills

Oral communication skills

Education

Bachelor’s degree in business administration, Accounting / Finance, or similar discipline

Job description

The Tax Specialist will have a key role in the day-to-day analysis and decisions related to Taxes. The Specialist will assist in the development and implementation of strategies and the long‑term operational plan to grow the department’s capabilities and improve the effectiveness of the department’s functions. This position will play a key role in the management of Tax vendors to ensure SLAs are maintained.

The Tax & Escrow Specialist reports to the Tax Supervisor of the Escrow Department. This role works closely with key business partners within Servicing and the balance of the organization to build strong working relationships.

Responsibilities

• Assist in the overall analysis of tax functions from loan closing through life‑of‑loan servicing and/or servicing transfers including systems/technology development; regulatory and legal requirements; training; operating requirements/procedures; reporting requirements and integration for the following functional groups:
  • Tax Bill Procurement and Payment
  • Vendor management of Tax Outsourcer
  • Research
• Manages day‑to‑day vendor/service provider relationships, including participating in contract negotiations, establishing and monitoring service delivery/productivity/quality standards, setting priorities, analyzing costs, etc.
• Develops and/or enhances process improvements and manages accurate and timely functional reporting; manages employee productivity and measures performance
• Develops and/or enhances department processes, methodologies, and process tools
• Collaborate with key stakeholders across the organization to drive quality improvement in Loan Servicing
• Participates in non‑Servicing corporate project teams when needed
• Understands the organization’s direction, structure, and requirements to translate into action plans
• Provides recommendations to management on process improvement opportunities within the department and outside where applicable
• Incumbent will be responsible for meeting RoundPoint’s commitment to compliance

Qualifications

Required:

• Bachelor’s degree in business administration, Accounting / Finance, or similar discipline

Desired:

• Strong Excel capabilities, and analytical mindset
• Must be willing to embrace challenges and ongoing improvements in a heavily regulated industry
• Positive attitude and inquisitive personality will be key attributes to succeeding in this position
• Prior experience in financial services preferred, but not required
• Excellent written, presentation and oral communication skills
• Results Oriented – track record of delivering quantifiable results to the organization
• Highly motivated self‑starter, organized and disciplined

Physical Demands & Working Conditions

• Ability to communicate effectively through speech and hearing, both in‑person and over the phone.
• The employee is required to sit for extended periods of time and is occasionally required to stand and walk.
• Remaining in a stationary position for extended periods, frequently sitting but occasionally involving standing or walking short distances; the employee may occasionally climb or balance, and stoop, kneel, crouch, or crawl.
• Regular use of hands and fingers for tasks like keyboarding, operating office equipment, and filing documents.
• Ability to lift and move objects weighing up to 10 pounds, and potentially up to 20 pounds occasionally.
• Ability to observe details at close range, such as viewing a computer screen, reviewing documents, and performing data analysis.
• The noise level in the work environment is usually quiet to moderate, and no extreme conditions are present.

Location

• Fort Mill, SC
• Coppell, TX