The Tax Specialist ensures all real estate taxes are paid in a timely and efficient manner to protect the mortgage investment.
Review investor and loan level documents to ensure adherence to all related real estate tax process management requirements are met.
Maintain and update non-escrow tax data into the applicable servicing systems to insure prompt and accurate reporting to management, investors, borrowers and applicable third parties.
Process disbursements related to real estate taxes, ensuring timely and accurate payment thereby mitigating tax penalties and unnecessary interest accruals.
Research and resolve tax disputes, working with both internal and external parties, as needed.
Review incidents of duplicate payments and manage refund payments.
Work closely with the third-party tax vendor(s) and follow their guidelines for ordering tax service on new loans.
Prepare and process various reports and invoices related to any tax services.
Respond to incoming real estate tax inquiries.
Prepare reports and documentation to support tax shortages and support other functional business units for collection efforts
Perform other duties and ad-hoc projects as assigned by management
Enforce and adhere to all written policies and procedures of the tax department and Berkadia.
What you will need to be successful in this role
Minimum 1 year previous experience in an administrative or analytical role in the real estate or similar industry
Strong verbal and written communications skills.
Proficient in Microsoft applications, including MS excel, word, teams and outlook.
Accuracy with numbers and strong attention to details.
Ability to multitask and meet time sensitive deadlines.
Ability to interact with multiple organizational levels both internal and external.
Berkadia, a joint venture of Berkshire Hathaway and Jefferies Financial Group, is a leader in the commercial real estate industry, offering a robust suite of services to our multifamily and commercial property clients. Powered by deep relationships and industry-changing technology, our people sell, finance, and service commercial real estate, providing support for the entire life cycle of our clients’ assets. Our unique ownership structure allows us to put the client’s interests first and creates a marketplace that delivers a superior experience.
Applicants who require accommodations to participate in the interview process should contact the Talent Acquisition Team to arrange for such accommodations by emailing: Talent.Acquisition@Berkadia.com
Berkadia does not share salary ranges in its job postings. Any salary-related information you see posted externally has not been provided or verified by Berkadia and may not be accurate.
Berkadia is an equal opportunity employer and affords equal opportunity to all applicants and employees for all positions without regard to race, color, religion, gender, national origin, age, disability, veteran status or any other status protected under local, state or federal laws.