Overview
On Site
Full Time
Skills
Information Technology
Customer Support
Data Management
Technical Support
Forms
Reporting
System Testing
Testing
FOCUS
Salesforce.com
Applicant Tracking System
Onboarding
Management
Payroll
Optimization
Taxes
Filing
Regulatory Compliance
Screening
Demonstrations
Web Portals
SAP BASIS
Law
IT Service Management
Innovation
Collaboration
Recruiting
Insurance
Finance
Professional Development
Training
Leadership
CompTIA
Customer Service
Career Counseling
Apex
Oracle Application Express
Job Details
Job#: 2087013
Job Description:
Work Opportunity Tax Credit (WOTC) Client Support Specialist, Technical Product Analyst Jr.
Full Time
Description
As a WOTC Client Support Specialist, youll 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.
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.
Responsibilities
Your core responsibilities will focus on delivering exceptional support and ensuring our clients successfully navigate their WOTC journey, directly contributing to their financial benefits.
Manage Client Inquiries: Provide timely and professional support to clients via Salesforce cases (emails) and CCAI calls within established timeframes.
Facilitate System Integrations: Assist clients with setting up and maintaining integrations between their ATS, onboarding, and payroll systems with our WOTC solutions.
Oversee Payroll Collection: Responsible for the quarterly collection and secure upload of client payroll data, crucial for credit calculation.
Monitor Client Compliance: Continuously monitor client payroll submissions and overall WOTC compliance, identifying areas for improvement.
Drive Program Optimization: Participate in projects aimed at maximizing client WOTC programs, including Form 9198 collection and addressing screening inactivity.
Distribute Tax Reports: Facilitate the prompt receipt of necessary tax filing reports for clients.
Escalate Complex Issues: Efficiently escalate client concerns or complex issues to the appropriate internal specialists for resolution.
Provide Client Demonstrations: Set up compliance/screening reports and conduct demonstrations of the client portal upon request.
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 .
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 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.
Job Description:
Work Opportunity Tax Credit (WOTC) Client Support Specialist, Technical Product Analyst Jr.
Full Time
Description
As a WOTC Client Support Specialist, youll 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.
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.
Responsibilities
Your core responsibilities will focus on delivering exceptional support and ensuring our clients successfully navigate their WOTC journey, directly contributing to their financial benefits.
Manage Client Inquiries: Provide timely and professional support to clients via Salesforce cases (emails) and CCAI calls within established timeframes.
Facilitate System Integrations: Assist clients with setting up and maintaining integrations between their ATS, onboarding, and payroll systems with our WOTC solutions.
Oversee Payroll Collection: Responsible for the quarterly collection and secure upload of client payroll data, crucial for credit calculation.
Monitor Client Compliance: Continuously monitor client payroll submissions and overall WOTC compliance, identifying areas for improvement.
Drive Program Optimization: Participate in projects aimed at maximizing client WOTC programs, including Form 9198 collection and addressing screening inactivity.
Distribute Tax Reports: Facilitate the prompt receipt of necessary tax filing reports for clients.
Escalate Complex Issues: Efficiently escalate client concerns or complex issues to the appropriate internal specialists for resolution.
Provide Client Demonstrations: Set up compliance/screening reports and conduct demonstrations of the client portal upon request.
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 .
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 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.
Employers have access to artificial intelligence language tools (“AI”) that help generate and enhance job descriptions and AI may have been used to create this description. The position description has been reviewed for accuracy and Dice believes it to correctly reflect the job opportunity.