Tax Specialist (On-site)

Newrez; 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 Leave/Parental Bonding

Tuition & Certification reimbursement

Employee Mortgage Loan Program

Emergency and Disaster Fund

Zusammenfassung

Newrez is seeking a Tax Specialist to maintain records for mortgaged properties and ensure accurate, timely real estate tax payments on escrow and non-escrow accounts. You will review tax bills, research customer issues, and coordinate with vendors to ensure on-time payments.

The role requires tax administration experience in mortgage banking or real estate financing, proficiency with Excel, SQL, and OnBase, and the ability to handle deadlines in a fast-paced environment.

Qualifikationen

• High school diploma or equivalent required.
• Associates or Bachelor’s degree preferred.
• 2–4 years of tax administration experience in mortgage banking or real estate financing.

Aufgaben

• Process tax bills and ensure timely payments.
• Manage tax line due date audits and deadlines.
• Research issues for customers and provide documentation to vendors.
• Interpret data from Excel, charts, and SQL Server outputs.
• Meet management deadlines and handle special projects.

Kenntnisse

Excel

Outlook

Detail oriented

Analytical skills

Communication skills

SQL

OnBase

Multi-tasking

Problem-solving

Ausbildung

High school diploma or equivalent

Associates or Bachelor's degree preferred

2-4 years’ tax administration experience

Tools

SQL Server

OnBase imaging system

Microsoft Office

Excel

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.

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. The Tax Specialist processes mail, faxes, and emails pertaining to current bills and research issues for customers.

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

We offer benefits, programs, and perks that support you in every aspect of your life.

• 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.

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