Sr Associate, Client Operations Management, Tax Research

Cotality

Cotality

Operations

Rochester, NY, USA · Dallas, TX, USA

Posted on Apr 23, 2026

At Cotality, we are driven by a single mission—to make the property industry faster, smarter, and more people-centric. Cotality is the trusted source for property intelligence, with unmatched precision, depth, breadth, and insights across the entire ecosystem. Our talented team of 5,000 employees globally uses our network, scale, connectivity and technology to drive the largest asset class in the world. Join us as we work toward our vision of fueling a thriving global property ecosystem and a more resilient society.

Cotality is committed to cultivating a diverse and inclusive work culture that inspires innovation and bold thinking; it's a place where you can collaborate, feel valued, develop skills and directly impact the real estate economy. We know our people are our greatest asset. At Cotality, you can be yourself, lift people up and make an impact. By putting clients first and continuously innovating, we're working together to set the pace for unlocking new possibilities that better serve the property industry.

Job Description:

As a Senior Associate, Client Operations Management (Tax Research), you will serve as a technical anchor in a high-velocity production environment. This role is designed for a meticulous problem-solver who excels at mitigating risk and navigating the complexities of property loan servicing. You won't just follow a workflow—you will master it, leveraging market-leading resources and advanced data tools to deliver precision and clarity for our highest-tier clients.

If you thrive on critical thinking, deep-dive research, and the opportunity to streamline departmental operations, this is the place to reach your full potential.

What You Will Be Doing

  • Investigative Research: Execute complex research on property tax cases, synthesizing data from internal departments, third-party agencies, and public agencies to resolve high-stake situations.

  • Client Advocacy: Act as a primary point of contact for premier clients, delivering sophisticated service and updates in a fast-paced, high-volume environment.

  • Strategic Problem Solving: Utilize deep process and system expertise to independently navigate roadblocks and solve intricate operational challenges.

  • Operational Excellence: Ensure 100% adherence to rigorous company standards and client Service Level Agreements (SLAs).

  • Continuous Improvement: Identify opportunities to enhance workflow applications and databases, contributing directly to more streamlined and optimized outcomes.

Are You the Right Fit?

  • Analytical Mindset: You possess the critical thinking skills necessary to synthesize information from disparate sources into actionable solutions.

  • Technically Savvy: You have intermediate-to-advanced computer skills and the agility to master multiple proprietary systems and data-manipulation tools.

  • Detail-Centric: You are known for your accuracy in data processing and your ability to interpret complex property-related documentation.

  • Proven Communicator: You can articulate status updates and complex findings clearly, both verbally and in writing.

  • Resilient & Adaptable: You excel in an ever-changing environment, managing competing priorities and tight deadlines without sacrificing quality.

  • Growth-Oriented: you have a proactive desire to learn, grow, and contribute to a culture of professional development.

Job Qualifications:

• High school diploma, GED or equivalent required; bachelor’s degree preferred
• 3+ years of relevant experience; college education in lieu of experience
• Client service-oriented experience preferred
• 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

#LI-RS1

Annual Pay Range:

38,500 - 47,840 USD

Application Window:

This opportunity is expected to remain posted through the date identified below, subject to business needs.

2026-04-22

Thrive with Cotality

At Cotality, we offer more than just a job, we provide a benefits experience designed to support your whole self. From a flexible working model to competitive time off and standout health coverage with meaningful perks and growth opportunities, our package is built to help you thrive at work and in life.

Highlights, depending on role classification, include:

  • Time off: Generous PTO and 11 paid holidays, plus well-being and volunteer time off.

  • Family Support: Up to 16 weeks of fully paid parental leave and a baby stipend.

  • Health: Multiple medical plan options with mental health and wellness support offerings.

  • Retirement: 401(k) with company match and vesting after one year.

  • Financial Perks: $400 annual well-being stipend and tuition assistance up to $5,250.

  • Extras: Recognition Rewards, Referral bonuses, exclusive discounts and more!

Cotality is an Equal Opportunity employer committed to attracting and retaining the best-qualified people available, without regard to race, color, religion, national origin, gender, sexual orientation, gender identity, age, disability or status as a veteran of the Armed Forces, or any other basis protected by federal, state or local law. Cotality maintains a Drug-Free Workplace.

Cotality is fully committed to a work environment that embraces everyone’s unique contributions, experiences and values. We offer an empowered work environment that encourages creativity, initiative and professional growth and provides a competitive salary and benefits package. We are better together when we support and recognize our differences.

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