Tax Specialist

The Tax Specialist will have a key role in the day-to-day analysis and decisions related to Taxes. The Specialist will assist in the development and implementation of strategies and the long‑term operational plan to grow the department’s capabilities and improve the effectiveness of the department’s functions. This position will play a key role in the management of Tax vendors to ensure SLAs are maintained.

The Tax & Escrow Specialist reports to the Tax Supervisor of the Escrow Department. This role works closely with key business partners within Servicing and the balance of the organization to build strong working relationships.

• Assist in the overall analysis of tax functions from loan closing through life‑of‑loan servicing and/or servicing transfers including systems/technology development; regulatory and legal requirements; training; operating requirements/procedures; reporting requirements and integration for the following functional groups:
  • Tax Bill Procurement and Payment
  • Vendor management of Tax Outsourcer
  • Research
• Manages day‑to‑day vendor/service provider relationships, including participating in contract negotiations, establishing and monitoring service delivery/productivity/quality standards, setting priorities, analyzing costs, etc.
• Develops and/or enhances process improvements and manages accurate and timely functional reporting; manages employee productivity and measures performance
• Develops and/or enhances department processes, methodologies, and process tools
• Collaborate with key stakeholders across the organization to drive quality improvement in Loan Servicing
• Participates in non‑Servicing corporate project teams when needed
• Understands the organization’s direction, structure, and requirements to translate into action plans
• Provides recommendations to management on process improvement opportunities within the department and outside where applicable
• Incumbent will be responsible for meeting Round Point’s commitment to compliance

• Bachelor’s degree in business administration, Accounting / Finance, or similar discipline

• Strong Excel capabilities, and analytical mindset
• Must be willing to embrace challenges and ongoing improvements in a heavily regulated industry
• Positive attitude and inquisitive personality will be key attributes to succeeding in this position
• Prior experience in financial services preferred, but not required
• Excellent written, presentation and oral communication skills
• Results Oriented – track record of delivering quantifiable results to the organization
• Highly motivated self‑starter, organized and disciplined

• Ability to communicate effectively through speech and hearing, both in‑person and over the phone.
• The employee is required to sit for extended periods of time and is occasionally required to stand and walk.
• Remaining in a stationary position for extended periods, frequently sitting but occasionally involving standing or walking short distances; the employee may occasionally climb or balance, and stoop, kneel, crouch, or crawl.
• Regular use of hands and fingers for tasks like keyboarding, operating office equipment, and filing documents.
• Ability to lift and move objects weighing up to 10 pounds, and potentially up to 20 pounds occasionally.
• Ability to observe details at close range, such as viewing a computer screen, reviewing documents, and performing data analysis.
• The noise level in the work environment is usually quiet to moderate, and no extreme conditions are present.

• Fort Mill, SC
• Coppell, TX