Client Account Services Specialist (Commercial Tax)

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:

Are you a tech-savvy professional who thrives at the intersection of client relationship management and technical problem-solving?

The Commercial Tax Organization is experiencing rapid growth, fueled by major new client acquisitions and upcoming opportunities. As a Client Account Services Professional, you will step directly into a high-impact environment, managing critical relationships.

In this role, you won't just support software; you will serve as a strategic partner, ensuring our largest clients maximize the value of our specialized tax technology solutions. If you are looking to build a career in a high-growth sector with visible financial impact, this is your launchpad.

What You’ll Do (Key Responsibilities)

As a crucial link between our clients and our technology, you will own the following areas:

• Client Relationship & Technical Stewardship: Provide comprehensive, high-touch technical and application support to key clients. Understand their unique tax operations, product usage patterns, and service requirements.

• Application Configuration: Directly configure systems and software applications to align with custom client business rules, workflows, and operational needs.

• The Critical Bridge: Act as the strategic liaison between client stakeholders and internal engineering, product, and implementation teams to accelerate resolution times and guide product enhancements.

• Implementation Analysis: Evaluate existing client installations to uncover gaps, recommend workflow optimizations, and identify expanding service opportunities.

• Incident Management: Coordinate prompt and effective resolutions for technical incidents, minimizing operational disruption and maintaining high client satisfaction.

• Special Projects: Collaborate on cross-functional business initiatives and technical projects of moderate complexity, supported by mentorship from senior team members.

Job Qualifications:

What You Bring

We are looking for an action-oriented professional with a strong technical foundation and exceptional customer-facing skills.

• Education: Bachelor's degree in Information Technology, Business Administration, Computer Science, or a related field or equivalent experience.

• Experience: 1+ years of experience in a client-facing technical role (e.g., Application Support, Customer Success, or Technical Account Management).

• Technical Aptitude: Demonstrated ability to troubleshoot enterprise software, understand database structures, or assist in application configuration.

• Communication Power: Outstanding written and verbal communication skills, with a proven ability to explain complex technical concepts to non-technical stakeholders.

• Execution & Ownership: A self-starter mindset. You are comfortable working independently under general supervision, but you also thrive in highly collaborative team settings.

Annual Pay Range:

Application Window:

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

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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