Business Professional - Tax Credit Specialist

Job#: 3018114

Job Description:

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

You will assist with resolving technical issues such as edit indexed data, quality control for external error processing, file load issues, etc. You will work with team members, internal stakeholders and states to identify and solve challenges that could impact potential tax credits

Lead continuous improvement events resulting in employee skill, knowledge development, and performance improvement

Develop and implement appropriate operational procedures to meet timely and high-quality deliverables

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)

Support Employer Representative Declaration submissions to the states

Process forms in the WOTC Operational Inbox

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

You are 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

Additional Job Description

Function: Fulfillment / Operations

Managing ongoing contractual relationships and the operational delivery of services to clients for an account or group of accounts. Serving as the prime point of contact to the client(s) regarding overall and day-to-day service delivery. Client satisfaction with service delivery. Establishing programs and maintaining quality standards of existing products and services.

Job Family: Client Service / Production

Provides post sales client facing service support including delivery of product or services outlined within client contracts. Serves as the first point of contact for account for service, information and data requests. Acts as the primary fulfillment/service provider to organization's clients. Sets production schedule required to meet demand while ensuring maximum quality, quantity and efficiency.

Band: Production and Support Band

Performs clerical, administrative, technical, operational, or manual work

Typically requires vocational training, apprenticeships or the equivalent experience

Performs duties according to established procedures

Level: S3

Has developed knowledge and skills through training or work experience

Works within established procedures with a moderate degree of supervision

Job Families for Job Profiles

EEO Employer

Apex Systems is an equal opportunity employer. We do not discriminate or allow discrimination on the basis of race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), age, sexual orientation, gender identity, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, disability, status as a crime victim, protected veteran status, political affiliation, union membership, or any other characteristic protected by law. Apex will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable law. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation in using our website for a search or application, please contact our Employee Services Department at or .

Apex Systems is a world-class IT services company that serves thousands of clients across the globe. When you join Apex, you become part of a team that values innovation, collaboration, and continuous learning. We offer quality career resources, training, certifications, development opportunities, and a comprehensive benefits package. Our commitment to excellence is reflected in many awards, including ClearlyRated's Best of Staffing in Talent Satisfaction in the United States and Great Place to Work in the United Kingdom and Mexico. Apex uses a virtual recruiter as part of the application process. Click for more details.

Apex Benefits Overview: Apex offers a range of supplemental benefits, including medical, dental, vision, life, disability, and other insurance plans that offer an optional layer of financial protection. We offer an ESPP (employee stock purchase program) and a 401K program which allows you to contribute typically within 30 days of starting, with a company match after 12 months of tenure. Apex also offers a HSA (Health Savings Account on the HDHP plan), a SupportLinc Employee Assistance Program (EAP) with up to 8 free counseling sessions, a corporate discount savings program and other discounts. In terms of professional development, Apex hosts an on-demand training program, provides access to certification prep and a library of technical and leadership courses/books/seminars once you have 6+ months of tenure, and certification discounts and other perks to associations that include CompTIA and IIBA. Apex has a dedicated customer service team for our Consultants that can address questions around benefits and other resources, as well as a certified Career Coach. You can access a full list of our benefits, programs, support teams and resources within our 'Welcome Packet' as well, which an Apex team member can provide.