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Tax Credit Specialist

  • Houston
  • United States of America
  • Customer Service
  • Full time
  • J00167221
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Equifax is where you can power your possible. If you want to achieve your true potential, chart new paths, develop new skills, collaborate with bright minds, and make a meaningful impact, we want to hear from you.

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   

We offer comprehensive compensation and healthcare packages, 401k matching, paid time off, and organizational growth potential through our online learning platform with guided career tracks.

Are you ready to power your possible? Apply today, and get started on a path toward an exciting new career at Equifax, where you can make a difference!

Who is Equifax? 

At Equifax, we believe knowledge drives progress. As a global data, analytics and technology company, we play an essential role in the global economy by helping employers, employees, financial institutions and government agencies make critical decisions with greater confidence. ​​​​​​​ 

We work to help create seamless and positive experiences during life’s pivotal moments: applying for jobs or a mortgage, financing an education or buying a car. Our impact is real and to accomplish our goals we focus on nurturing our people for career advancement and their learning and development, supporting our next generation of leaders, maintaining an inclusive and diverse work environment, and regularly engaging and recognizing our employees. Regardless of location or role, the individual and collective work of our employees makes a difference and we are looking for talented team players to join us as we help people live their financial best. 

Equifax is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Working at Equifax

We believe in a growth mindset. At Equifax, this includes providing our employees opportunities to perform at their best and learn new skills along the way to inspire and build fulfilling careers. Watch our video to learn more about how you can power your possible! 

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