Cotality · 8 hours ago
Sr Associate, Client Operations Management, Tax Research
Rochester, NY
Full-time
Onsite
Mid, Senior Level
$38K/yr - $46K/yr
3+ years expCotality is a leader in property intelligence, dedicated to making the property industry more efficient and people-centric. The Sr Associate, Client Operations Management, Tax Research role involves conducting detailed research on complex property tax cases and delivering exceptional client service in a high-volume environment.
Property InsuranceReal EstateSoftware
Responsibilities
Conducts intricate research of more complex property tax cases by utilizing advanced tools and resources including internal departments, third party sources, public agencies, and clients according to defined business procedures
Interacts directly with clients to deliver exceptional client service in a high-volume production environment
Leverages process, system, and client knowledge to solve problems independently
Adheres to all required company and client driven standards and/or Service Level Agreements (SLAs)
Performs simple to complex reporting such as maintaining tax research files, searching, and investigating tax research case information, and processing departmental documents requiring knowledge of functional operations
Qualification
Required
High school diploma, GED or equivalent required
3+ years of relevant experience; college education in lieu of experience
Ability to provide exceptional client service in a high-volume production environment
Ability to manage time, set priorities and meet deadlines
Intermediate computer skills and technically savvy to learn multiple systems and applications
Ability to understand basic property related documentation from a variety of sources
Critical thinking to synthesize information from multiple sources to solve problems
Detailed oriented to process data accurately
Ability to collaborate with others and provide status updates
Exceptional verbal and written communication skills
Willingness to learn and grow
Adaptable in an ever-changing environment
Preferred
bachelor's degree
Client service-oriented experience
Benefits
Generous PTO and 11 paid holidays, plus well-being and volunteer time off.
Up to 16 weeks of fully paid parental leave and a baby stipend.
Multiple medical plan options with mental health and wellness support offerings.
401(k) with company match and vesting after one year.
$400 annual well-being stipend and tuition assistance up to $5,250.
Recognition Rewards, Referral bonuses, exclusive discounts and more!
Company
Cotality
Cotality is a technology firm helping property professionals with data, valuations, surveys and retrofit solutions.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
$1.63MKey Investors
Finance Birmingham
2018-02-12Acquired
2016-07-05Series Unknown· $1.63M
Recent News
2026-01-11
Business Wire
2025-12-18
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