Tax Credit Specialist (Finance)

As our new Tax Credit Specialist, you will support the Workforce Solutions Operations group. This is a dynamic team that supports several product lines, and these products help enable our customers to live their financial best. You will play a key role on the team by harvesting the data they need to efficiently get their jobs done. And the best thing, no two days are the same, as internal and external partners, along with the states we work with, all do their work differently. This allows you to learn every single day and become an expert in the various processes our partners employ, in order to help the Operations team to improve our own support model.

What' you'll do:

• Validate incoming WOTC data (Tax Credit Questionnaires, 8850s and state forms) in various mediums (paper and electronic) to ensure completeness and process IRS 8850 forms and route to the Department of Labor in a timely manner to secure potential tax credits
• Perform special projects as needed based on renewal, regulation changes, etc.
• Support clients in the processing of tax credits for programs such as Work Opportunity, Disaster Recovery, Employee Retention, etc.
• Validate incoming tax credit data (Tax Credit Questionnaires, IRS and state forms, etc.) in various mediums (paper and electronic) to ensure completeness
• Process forms and route in a timely manner to secure potential tax credits.
• Assist with resolving technical issues such as edit indexed data, quality control for external error processing, file load issues etc. Gathers additional information to solve problems and investigate issues or requests.
• Conduct compliance reviews, and internal/external training and education
• Establish, monitor, and report on operation/production issues, business improvement opportunities, and operational achievements
• Pull, process, and key WOTC Determinations from the states (Certifications, Denials, and Needs)
• Work with team members, internal stakeholders and states to identify and solve challenges that could impact potential tax credits.

What experience you need:

• Bachelor's degree or you have an equivalent combination of education and related professional experience
• Minimum of 1 - 2 years of office experience
• Proficient in data entry and have relatable software experience

What could set you apart:

• Knowledge of G Suite
• Strong organizational skills
• You have excellent verbal and written interpersonal skills, demonstrating an ability to support our partners with their questions and technical needs