WOTC Client Support Specialist (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.
Your core responsibilities will focus on delivering exceptional support and ensuring our clients successfully navigate their WOTC journey, directly contributing to their financial benefits.
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.
- Address 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:
- You hold a Bachelor's degree or you have an equivalent combination of education and related professional experience
- Minimum of 1 - 2 years of office experience
- Client support experience
- You are proficient in data entry and have relatable software experience
What could set you apart:
- Knowledge of G Suite and Microsoft products
- Strong organizational skills
- You have excellent verbal and written interpersonal skills, demonstrating an ability to support our partners with their questions and technical needs
