Description:
**Flexibility with work schedule required to include a majority of weekends, holidays and overtime**
Role Overview:
The Property Tax Assistant role operates on a split-season model across the calendar year:
- Agent Support Season (approximately 6 months): The Property Tax Assistant works directly alongside Commercial Real Estate Tax Consultants to prepare evidence, manage hearing schedules, and support client communications during the active protest/hearing season.
- Client Success Season (approximately 6 months): The Property Tax Assistant transitions into a field-facing role, conducting 6–8 client site visits per day — similar in scope to the Client Services Concierge role — visiting clients at their property locations to build rapport, review properties, educate clients on property tax services, and support retention efforts.
Job Summary:
This individual will be responsible for assisting Commercial Real Estate Tax Consultants by:
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Contacting high profile commercial real estate property owners to obtain financial documents for commercial hearings;
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Evaluating commercial property financial documents for content and accuracy;
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Assisting in the preparation of commercial property hearing evidence for commercial hearings as scheduled by the Appraisal District’s Daily Dockets
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Organizing and maintaining property Agent’s hearing schedule.
Job Responsibilities:
- Prepare Property Tax evidence files in advance of hearing date.
- Ability to research commercial property characteristics by use of internet and internal company programs.
- Answer phone calls and respond to clients as well as transfer client calls to appropriate staff.
- Provide explanation of Property Tax services.
- Identify, research, and resolve client issues.
- Communicate with other departments and management to resolve problems and expedite work as needed.
- Recognize, document, and alert the Commercial Agent of any issues.
- Provide support to Property Tax Consultant.
- During Client Success Season: conduct 6–8 client site visits per day, review properties, take photos, build client rapport, educate clients on property tax services, and identify opportunities to add new properties (soft selling).
- Operate electronic handheld devices (iPad) during site visits as required.
- Other duties as required.
Requirements:
Property Tax License — Company-Sponsored Requirement:
All Property Tax Assistants are required to obtain their Texas Property Tax Consultant license while employed in this role. Licensing is fully sponsored by OCA and pre-licensing coursework/exam time is counted toward working hours. Details below:
- OCA will cover all licensing fees and required coursework costs.
- Designated pre-licensing coursework time and exam preparation are considered compensable work hours.
- Employees are expected to actively pursue licensure as part of their professional development within this role.
Education Requirements:
- High School Diploma or equivalent (GED, HiSET, or TASC accepted)
- College degree a plus
Job Requirements:
- Reliable transportation required; must be able to pass an MVR (Motor Vehicle Record) screening
- Commercial Real Estate background a plus
- Strong mathematical computation skills highly recommended
- Pre-law, Paralegal, or legal experience a plus
- Excellent phone, email and personal contact skills in communicating with commercial real estate owners
- Convey professionalism and inspire confidence
- Strong initiative, independent judgment, and ability to learn
- Organizing and prioritizing skills
- Proficiency with Microsoft Excel, Word, and Outlook
- Ability to conduct 6–8 field site visits per day during Client Success Season
- Commitment to obtaining Texas Property Tax Consultant license while in this role (company-sponsored)
