Data Specialist

ROLE SUMMARY

Our client is looking for a Data Specialist, who will be responsible for gathering information to assist the real estate tax consultants and business personal property tax consultants in working on their accounts. This role will work primarily from a personnel tracking system (PTS) system-generated calendar event task list, with tasks sorted in order of deadline priority. He/she will also be responsible for accurately documenting any necessary information and communicating issues to the tax consultants and/or their managers.

SCHEDULE: 8:00 AM – 5:00 PM Central Daylight Time (9:00 PM – 6:00 AM Philippine Standard Time), follows Philippine holidays

POSITION TYPE: Full Time

WORK ARRANGEMENT: Remote

ESSENTIAL FUNCTIONS

·       Perform the following tasks related to value collections:

o   Place phone calls, email, fax, or complete internet research to obtain current values from the taxing jurisdictions and other pertinent data about the appeal process, using PTS system-generated events

o   Confirm the mailing address of any assessment notifications and update the address when appropriate in the database system

o   Obtain a copy of the value backup document and electronically link it to the system when unable to obtain an original assessment notice

o   Update values and appeal data in the PTS system

o   Communicate any issues or other important information to the consultants via notes in the system, emails, or personal communication

·       Perform the following tax bill collection tasks:

o   Place phone calls, email, fax, or internet research to obtain current tax bill information from the taxing jurisdiction

o   Confirm the mailing address of any property tax bills and update the address with the taxing jurisdiction when appropriate

o   Obtain, scan, and link copies of tax bills when we are unable to obtain the original tax bill

o   Prepare approvals for property tax bills

·       Prepare approvals for property tax bills and perform the following tasks:

o   Review the property tax bill document that has been linked to the system and confirm the accuracy of various pieces of information on the tax bill and in the PTS system

o   Communicate any errors discovered for correction

o   Prepare a bill approval page and submit it for review to the appropriate tax bill reviewer

·       Review other tax bill-related correspondence to ensure it is linked correctly in the system Forward anything that requires action to the consultants and their manager

·       Perform tasks deemed necessary by your supervisor or manager

QUALIFICATIONS

·       A Bachelor’s degree in the related field

·       Must be comfortable making phone calls and have proper phone etiquette

·       Strong computer aptitude, which includes expertise with Microsoft 365 applications

·       Strong organization, oral and written communication skills

·       Analytical skills with particular attention to detail

·       Aptitude in data management, analytics, reporting preparation

·       Ability to type quickly and 10 key by touch

·       Experience in a multi-client environment

·       Ability to function in an autonomous environment—independent worker, self-directed