Manager – Client Success

Manager – Client Success

Company:
Modern Tax

$75,000.00/yr – $80,000.00/yr

Dallas, TX

Full-time

Entry level

Sales and Business Development

• Email “Data Request” annually and send follow‑up emails
• Handle incoming mail & Share Point
• 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 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 Fed Ex
• Scan final return copies into the Z drive and Dropbox or Share Point
• Enter tracking information into Siger
• Notarize any documents needed from consultants and management
• Keep up with the filing and creating client folders
• Learn property tax software to manage data
• Perform other duties as assigned
• Support the consulting team in whatever they may need

• 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