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Analyst, Tax Services

Job Description - Analyst, Tax Services

Description

POSITION TITLE:   Analyst, Tax Services

 

Position Summary:

 

The Analyst, Tax Services role is responsible for maintaining the integrity, accuracy, and security of all cash-handling operations within a controlled environment. The ideal candidate thrives in a structured setting, can prioritize tasks effectively, and easily shifts between responsibilities as business needs evolve. This role not only assists with taxes, but other areas of escrow and cash as business needs and staffing dictate. This person will handle physical checks and actual paperwork. This position reports to the West Palm Beach office, onsite full-time during core business hours, generally 8:30 a.m. to 5:30 p.m.

Job Functions and Responsibilities:

  • Perform printing, sorting, and mailing of tax payments as the primary function.

  • Monitor check stock inventory and reorder, as necessary.

  • Identify, investigate, and resolve issues while developing effective solutions.

  • Continuously identify opportunities to automate processes and improve efficiencies.

  • Demonstrate flexibility to meet business needs.

  • Self-driven and able to perform effectively under high pressure situations.

  • Responsible for aspects of residential reverse and unsecured loan processing.

  • Coordinate effectively with team members to determine prioritization needs.

  • Strong attention to detail.

  • Flex between escrow/cash areas based on staffing requirements.

Qualifications:

To perform this job successfully, an individual must have the following education and/or experience:

  • High School Diploma 

  • Ability to work independently 

  • Outstanding communications skills (including verbal, written and listening skills) 

  • Problem solving and decision making abilities 

  • Well organized, paying close attention to detail 

  • Execute and prioritize multiple tasks 

  • Professionalism 

  • Flexible and adaptable to change 

  • Ability to build relationships (respect, trust, consensus) 

  • Will need to be able to stand and walk around for this task throughout the day. 

  • Will need to record completed work on the computer, so strong computer skills are needed.



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