Research Specialist County Data USA- Virtual Assistant – Tax Sale Overages Specialist

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: TYPE OF WORK

Full Time

: SALARY

600.00 USD

: HOURS PER WEEK

40

: DATE UPDATED

Jul 7, 2026

JOB OVERVIEW

# Full-Time Virtual Assistant – Tax Sale Overages / Excess Proceeds Specialist

**Company:** Meridian Assignments

**Location:** Remote

**Employment Type:** Full-Time

**Schedule:** Monday–Friday

**Working Hours:** Must work during **U.S. business hours (Pacific Time)**. This position requires making phone calls and sending emails to U.S. county offices, government agencies, and related organizations during their normal business hours.

**Compensation:** **US$600 per month** (Full-Time) with opportunities for performance bonuses and long-term advancement based on productivity and results.

## About the Position

Meridian Assignments is seeking a highly experienced, detail-oriented Virtual Assistant with extensive knowledge of the **tax sale overages, excess proceeds, surplus funds, and tax deed surplus industry**.

**This is NOT an entry-level position.** We are looking for someone who already has direct experience researching and processing tax sale overages and can become a key member of our long-term team.

## Required Experience

Applicants **must** have proven experience with:

* Tax Sale Overages
* Tax Deed Excess Proceeds
* Surplus Funds
* Excess Proceeds Claims
* County tax sale research
* U.S. public records research
* Contacting county offices to obtain overage/excess proceeds lists
* Skip tracing property owners, heirs, and claimants

Applicants without direct experience in the tax overages/excess proceeds industry will not be considered.

## Primary Responsibilities

* Research tax sale overages and excess proceeds opportunities throughout the United States.
* Contact county Treasurers, Tax Collectors, Clerks, and other government offices by phone and email to obtain available overage lists and procedures.
* Maintain a database of county requirements, deadlines, and claim procedures.
* Perform advanced skip tracing to locate property owners, heirs, and potential claimants.
* Verify ownership and public records.
* Upload leads, notes, documents, and contacts into GoHighLevel (GHL).
* Organize CRM records and workflows.
* Maintain spreadsheets and research databases.
* Prepare daily progress reports.
* Assist management with additional research projects as assigned.

## Required Skills

* Extensive experience in the U.S. tax overages/excess proceeds industry.
* Excellent spoken and written English.
* Comfortable making outbound calls to U.S. government offices.
* Exceptional internet research skills.
* Experience with skip tracing software.
* Experience using GoHighLevel (GHL) or similar CRM platforms.
* Strong organizational and time management skills.
* High attention to detail.
* Ability to work independently with minimal supervision.

## Preferred Experience

* Probate and heir research.
* Real estate investing experience.
* Experience with LexisNexis, TLO, IDI, PropStream, BatchLeads, or similar investigative tools.
* Experience managing large CRM databases.

## What We're Looking For

We are building a long-term team and are looking for someone who is:

* Honest and dependable.
* Self-motivated.
* Highly organized.
* A critical thinker and problem solver.
* Professional on the phone.
* Comfortable handling confidential information.
* Looking for a long-term opportunity with room to grow.

## To Apply

Please include:

* Your resume.
* A detailed summary of your experience with tax sale overages, surplus funds, or excess proceeds.
* The U.S. states and counties you have previously researched.
* The skip tracing software and CRM systems you have used.
* A brief explanation of your role in previous overages projects.
* Your English proficiency level.
* Your internet speed.
* Your earliest available start date.

**Only applicants with direct experience in the tax sale overages/excess proceeds industry will be considered. Final candidates will complete a paid skills assessment before hiring.**

SKILL REQUIREMENT

Admin Data Processing Microsoft Excel Legal Research

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Research Specialist County Data USA- Virtual Assistant – Tax Sale Overages Specialist

Please login or register as jobseeker to apply for this job.

TYPE OF WORK

SALARY

HOURS PER WEEK

DATE UPDATED

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