Technical Product Analyst - Entry (Finance)
As a WOTC Client Support Specialist, you'll be instrumental in helping our clients maximize their Work Opportunity Tax Credit opportunities. This role blends data management, technical support, compliance oversight, and client education to ensure a seamless WOTC process.
What you'll do
- Process Client WOTC: Guide clients through the entire WOTC lifecycle, from initial screening to final credit certification, ensuring a smooth and efficient process.
- Review and Upload Data: Accurately review client forms and data in a timely manner, then securely upload them to realize potential tax credits.
- Resolve Technical Issues: Provide support for technical problems such as client login difficulties, reporting errors, and file load issues.
- Investigate and Solve Problems: Proactively gather information to thoroughly investigate and resolve client inquiries or issues.
- Ensure WOTC Compliance: Conduct regular account reviews to ensure continuous adherence to IRS regulations and WOTC program guidelines.
- Conduct External Training: Deliver WOTC training and educational sessions for client account contacts to enhance their understanding.
- Collaborate on Challenges: Work with internal teams to identify and resolve any challenges that could impact clients' potential tax credits.
- Support System Testing: Assist with testing new features and enhancements as they are integrated into the WOTC systems.
- Manage Special Projects: Undertake special projects driven by program renewals, regulation changes, or evolving business needs.
What experience you need
- Bachelor's degree or an equivalent combination of education and related professional experience
- Minimum proficiency in Google Workspace/ Microsoft Office
- Minimum of 1 - 2 years of customer service preferred but not required
- Bilingual in Spanish preferred but not required
What could set you apart
- Ability to use Salesforce
- Time management skills
- Strong verbal and written communication skills
