Tax Specialist (On-site)

LE2203 Newrez LLC - Servicing; Tempe (AZ); Vor Ort; USD 55.000 - 75.000; Vollzeit

Benefits dieser Stelle

Medical, dental, and vision insurance

401(k) Retirement plan with employer**

Paid maternity/Parental leave

Tuition & Certification reimbursement

Employee Mortgage Loan Program

Employee Emergency and Disaster Fund

Volunteer Time Off

Zusammenfassung

Newrez is seeking a Tax Specialist to maintain tax records for mortgaged properties and ensure timely tax payments for escrow and non-escrow accounts. The role involves processing tax contracts, coordinating with vendors, updating tax lines, and auditing due dates to avoid penalties.

Ideal candidates have 2–4 years of tax administration experience in mortgage banking, strong Excel/SQL skills, and excellent communication. Hybrid work options may apply with strong compliance expectations.

Qualifikationen

• High school diploma or equivalent; associates or bachelor's degree preferred.
• 2–4 years of relevant tax administration experience in mortgage banking or real estate financing.

Aufgaben

• Maintain records of mortgaged properties and ensure accurate and timely payment of real estate taxes on escrow and non-escrow accounts.
• Process tax contracts and ensure they are full-liability contracts.
• Provide documentation to vendors to ensure timely and accurate tax payments.
• Update tax lines in the system to maintain delinquent tax amounts and prevent tax sales.
• Perform tax line due date audits and meet deadlines set by management.

Kenntnisse

Excel

Word

Outlook

SQL

SQL Server

OnBase

Analytical skills

Communication

Ausbildung

High school diploma

Associates or Bachelor's degree preferred

Tools

Excel

SQL Server

Jobbeschreibung

Who We Are

At Newrez, we bring big thinkers and caring doers together to make home happen. We’re a team built on heart and hustle, united by a commitment to show up for our customers, our communities, and each other. We believe that when our people thrive, homeowners thrive - and that’s why we invest in your growth, wellbeing, and ability to make an impact. Every day, we work to exceed the expectations of our residential mortgage borrowers and business partners through superior service, simple processes, and clear communication. We do this by empowering our employees, encouraging innovative solutions and recognizing great performance.

Primary Function

The Tax Specialist is responsible for the maintenance of records on mortgaged properties and accurate and timely payment of real estate taxes on escrow and non-escrow accounts.

Principal Duties

• Responsible for processing the export/import timely and accurately to obtain tax contract.
• Responsible for processing the exception tasks within SLA.
• Responsible for ensuring that tax contracts are full liability contracts.
• Responsible for providing documentation to the vendor to ensure timely and accurate tax payments.
• Manually requests tax bills, track critical dates, and make payments if not disbursed electronically.
• Update tax lines on the system of record to maintain accurate records for delinquent non-escrowed loans obtain delinquent tax amounts in a timely manner so taxes can be paid to prevent a tax sale.
• Execute payments for taxes in batch single processing modes by the installment due dates for the payee.
• Payment processing includes tax disbursement to avoid incurring interest or penalties.
• Responsible for tax line due date audits.
• Solves problems rapidly and cost-effectively with minimal disruption.
• Interpret data in a variety of formats, such as Excel formula output, charts, and SQL Server data.
• Meet all required deadlines as assigned by management.
• Performs related duties and special projects as assigned by management.

Education and Experience

High school diploma or equivalent, required. Associates or Bachelor’s degree preferred. 2-4 years’ relevant tax administration experience in a mortgage banking or real estate financing environment.

Knowledge, Skills, and Abilities

Proficient with Microsoft Office (Excel, Word, and Outlook). Detail oriented with excellent organizational, analytical, and problem-solving skills. Flexible to changing priorities, project scopes, and deadlines at any given time. Must be able to multi-task in a fast-paced environment. Advanced understanding of SQL data warehouse environments and OnBase imaging system. Excellent communication (written and verbal) skills with an ability to present to management as well as work well in a collaborative environment with all levels within the organization. Ability to make sound decisions based upon department, company policies, procedures, knowledge, and experience.

Additional Information

While this description is intended to be an accurate reflection of the position’s requirements, it in no way implies/states that these are the only job responsibilities. Management reserves the right to modify, add or remove duties and request other duties, as necessary. All employees are required to have smart phones that meet Company security standards with the ability to install apps such as Microsoft Authenticator. Employment will be contingent on this requirement.

Why Newrez

We’re a great place to work because we invest in what matters: your career, your community, your wellbeing, and your future. Our total rewards package is designed to support your whole self.

Company Benefits

• Medical, dental, and vision insurance
• Health Savings Account with employer contribution
• 401(k) Retirement plan with employer match
• Paid Maternity Leave/Parental Bonding Leave/Caregiver Leave
• Adoption Assistance
• Tuition & Certification reimbursement
• Employee Mortgage Loan Program
• The Newrez Employee Emergency and Disaster Fund is a program to support our team members experiencing hardships
• Newrez NOW: Through Newrez NOW, our Corporate Social Responsibility program, you’ll have opportunities to give back, lead, and make a difference.
• 1 company-paid Volunteer Time Off day (with over 40,000 volunteer hours contributed since our inception)
• Matching Gifts Program - dollar-for-dollar up to $1,000
• Access to grants, nonprofit resources, and volunteer opportunities
• More than $6,000,000 donated since 2020
• 1 in 5 employees participates in at least one Employee Resource Group (ERG)

Equal Employment Opportunity

We’re proud to be an equal opportunity employer- and celebrate our employees' differences, including race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, and Veteran status. Different makes us better.

CA Privacy Policy CA Notice at Collection The right company in the right industry. In both good economic times and bad, people need homes - and mortgages to buy them. We help these people every day buy homes or refinance their current mortgage loans. In addition to offering an in-demand product, there are two things you should know about us: We value and reward entrepreneurial spirit, and we are growing. Few lenders are as innovative, as financially solid, as well managed and on track to become America’s leading lender as the Newrez Family of Companies. We deliver products and services that turn prospects into delighted customers —providing abundant opportunity for the great people who work here. These competitive advantages set us apart, and they’re why you can grow with us for the long term.