**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:

1. Contacting high profile commercial real estate property owners to obtain financial documents for commercial hearings;
2. Evaluating commercial property financial documents for content and accuracy;
3. Assisting in the preparation of commercial property hearing evidence for commercial hearings as scheduled by the Appraisal District’s Daily Dockets
4. 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.

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)