Tax Analyst

Company: Spectraforce Technologies
Location: Dallas
Posted on: April 9, 2025

Job Description:

Title: Tax Analyst
Duration: 6 months
Location: Dallas. TX (Hybrid)

Job Description:
Client is looking for an Ad Valorem Real Estate Tax Analyst. The analyst will be responsible for monitoring and completing the payment for all ad valorem real estate taxes for escrowed loans.
Tax Analyst should demonstrate strong analytical and problem-solving skills. Ideal candidates would have the ability to perform in a strong customer-oriented team environment utilizing strong leadership skills, professionalism, and teamwork.

Responsibilities

• 
  
• Ensure the accurate and timely payment of ad valorem real estate taxes.
  
• Ensure compliance of all state, federal and investor requirements.
  
• Conduct review of loan documents on all new loans to ensure all parcels are correctly captured in all vendor systems.
  
• Engage Third Party Tax vendor to set up parcels for new loans.
  
• Run delinquent or Bill not Paid reports weekly and research loans/parcel, as needed.
  
• Process escrow analysis, for all loans at a minimum of once a year to ensure tax and insurance constants are being accurately captured.
  
• Process refunds to Borrowers when an overage occurs.
  
• Pull requests for internal and external audit, as needed.
  
• Maintain an open line of communication with tax service for unresolved inquiries.
  
• Update Third Party Tax company for any property substitutions
  
• Update policies and procedures, as any process changes occur.
  
• Advise management of status of work, unresolved escalated items and/or potential risk/exposure issues.
  
• Pull "outstanding escrow analysis" report on a monthly basis, and work with Insurance team to update report, so escrow analysis can be run/updated.
  
• Assist the insurance team, as needed.
  
  
  Qualification
  
  
  • 
    
  • 3+ years of experience with ad valorem real estate tax process
    
  • Significant understanding of loan terms, complex loan documents, capital structures, pooling, investor reporting and servicing agreements, servicing functions, and process flows.
    
  • Strong written and verbal communication skills
    
  • Ability to multi-task and work independently in a time sensitive environment.
    
    
    Preferred
    
    
    • 
      
    • Bachelors' degree in Finance/Business/Accounting
      
    • Commercial insurance experience and/or training or combination of education and experience
      

Keywords: Spectraforce Technologies, Dallas , Tax Analyst, Professions , Dallas, Texas