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Client Account Services Specialist (Commercial Tax)

cotality · Dallas, TX · United States · On-site

Posted Sep 8, 2026

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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…