Responsibilities:
- Email “Data Request” annually and send follow-up emails
- Handle incoming mail & SharePoint
- Retrieve notices and tax bills for all accounts, incoming mail, Dropbox, and emails from clients. Consultants, and assessors
- Go onto county portals and retrieve notices, hearings, and board orders
- Enter values and protest deadlines into Siger
- Save notices & tax bills on Z drive & mail folder
- Upload documents to Siger using document processing
- Enter scheduled hearings in Siger
- Set up New Client information in Siger from start to finish
- Enter new client information
- Upload all property locations for new client
- Double check with the assessor's website for the correct owner’s name and jurisdictions
- Create and send out the appointment of agent for signature and then to the assessors for coding
- Mail extensions, appeals, and returns
- Create labels via FedEx
- Scan final return copies into the Z drive and Dropbox or SharePoint
- Enter tracking information into Siger
- Notarize any documents needed from consultants and management
- Keep up with the filing and creating client folders
- Learning property tax software to manage data
- Perform other duties as assigned
- Support the consulting team in whatever they may need
Requirements:
- Ability to prioritize tasks, work on multiple engagements, and manage rapidly changing assignments in a team environment.
- A critical thinker with attention to detail.
- Computer proficiency, specifically Excel
- Strong analytical, communication, and problem-solving skills