Manager in Tax & Customs at KPMG guiding clients on tax compliance and strategy. Leading projects and developing junior staff while maintaining client relationships.
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Hybrid Client Operation Services Lead – Property Tax, Mortgage, Real Estate
Posted last month
About the role
- Client Operation Services Team Lead leveraging industry expertise at Cotality, tackling operational issues in real estate. Collaborating across teams to enhance client satisfaction and deliver actionable solutions.
Responsibilities
- Serve as a SME (Subject Matter Expert) within assigned functional area
- Manage tasks and projects while meeting established deadlines
- Analyze data, gathering insights and modeling solutions
- Solicit input and ideas from others in consideration of recommendations
- Collaborate with leaders, associates, vendors and/or other business partners to plan, develop and execute key projects and initiatives
- Develop meaningful insights and recommendations to help provide solutions to complex and challenging operational problems
- Deliver exceptional customer service
- Effectively display the ability to manage time well by completing all work types with the established deadlines, setting appropriate work-related priorities, concentrating on the main objectives, and avoiding unnecessary interruptions
Requirements
- High school diploma, GED or equivalent required; Bachelor’s degree preferred
- 6+ years of relevant experience with a proven track record of exceeding standards related to proficiency, quality, competency and job knowledge
- Additional 2+ years previous experience in a coaching/mentor role preferred
- Tax/banking/mortgage/real estate industry experience preferred
- Client service-oriented experience required
- Subject Matter Expert level knowledge of process-specific platforms, programs, processes and/or clients
- Technical subject matter expert of specific tasks or work processes
- Ability to resolve escalated issues
- Effectively manage resources
- Advanced problem-solving skills
- Ability to communicate confidently and effectively with all levels of the organization, specifically the ability to tell a story with supporting data
- Strong project management, analytical and interpersonal skills
- Ability to work independently, as well as in a team environment, to achieve set goals and complete assignments within established parameters and deadlines
- Technically savvy with a proficiency to learn new systems and applications; proficient with MS Office
- Ability to cultivate and maintain collaborative working relationships
- Proven ability to gather and analyze data from multiple sources, and prioritize multiple work assignments
- Excellent verbal and written communication skills with an ability to articulate complex ideas
- Demonstrate behaviors that align with our values and foster an inclusive culture
- Willingness to continuously learn and develop
- Adaptable in an ever-changing environment
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!
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