The Associate, Operation Services conducts research of tax data and process tax payments. Extracts and compiles data into documents and reports, using a variety of tools. Works on assignments that are of moderate scope, where sound judgment is required in resolving issues or in making recommendations. Processes and researches a high volume of issues, where issues are typically more complex that requires moderate knowledge of customer and company requirements. Makes outbound phone calls to taxing authorities to procure data. May perform a variety of clerical functions within Tax Services to ensure timely procurement and accurate payment of taxes.
- Conducts research of tax data. Assignments are of moderate scope and complexity, where research requires review and judgment of multiple sources and knowledge of functional operations. Leverages all available resources, such as existing databases, third party sources and/or public information on the internet. Utilizes tools to analyze, query and manipulate data according to defined business procedures. Extracts and enters appropriate data onto application, other form, or database.
- Process tax payments. This may require escrow reporting, payment processing, reviewing incoming tax bills, identifying and disbursing bills for system input, reviewing reports from mortgage companies to check for missing payments, matching bills to checks, extracting system data and forwarding to clients, determining mailing process, and preparing information and check requests for supervisor to allocate funding.
- Performs clerical duties, such as maintaining simple to complex files, searching and investigating information contained in files, processing departmental documents requiring knowledge of functional operations and entering report results into tracking system.