isolved

Account Manager WOTC Jobs at isolved

Account Manager WOTC Jobs at isolved

Sample Account Manager WOTC Job Description

Account Manager - WOTC

Why US:

  • Headquarters is in Charlotte, NC
  • Recently expanded to nearshore
  • isolved ranked for SMB Payroll in 2023 Sapient Report
  • Voted top places to work in USA 2023

Job Description

The Isolved Account Manager WOTC will be responsible for supporting current and potential tax credit clients through regular contact via phone calls and emails. This individual will support and implement a client base expansion through the service product of tax credits and support tax credit department work flow.


Core Job Duties

  • Call and email clients to establish appointments and update contact information
  • Speak with every assigned client on established quarterly schedule to review:
    • Program Activity
    • Year-end Report
    • Outstanding Determinations
    • Confirm correct contact names, title, email, mailing address
    • Online Websites as applicable
  • Document phone calls and emails in Netsuite
  • Monitor client inactivity reports for all assigned clients; call clients to discuss inactivity, answer questions and restart client if needed, documenting in NetSuite
  • Schedule call to launch new clients: 1) explain entire WOTC process, including invoicing; 2) implement online demonstrations of the client and employee sites (occasional demo with potential clients as requested and clients moving from paper to online); 3) confirm contact names, positions, address, email and phone, documenting in Netsuite
  • Handle incoming client calls regarding invoices, need for additional information, new forms, documenting in Netsuite
  • Follow up on client/prospect information for internal or 3rd party referrals
  • Prepare client reports as requested
  • Participate in development of tax credit program enhancements and functionality issues for the client and employee sites, documenting specs and test for proper functionality
  • Communicate website and/or functionality changes or updates to online clients
  • Collaborate with peers in creating and updating reports for department to track client information and history
  • Complete projects assigned by director or manager
  • Participate in training of new staff as requested
  • Serve as champions of NetSuite, maintaining clean client data and history

Minimum Qualifications

  • Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental
  • Ability to write reports, business correspondence, and procedure
  • Ability to effectively present information and respond to questions from groups of managers and clients
  • Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume.
  • Ability to define problems, collect data, establish facts, and draw valid conclusions
  • Bachelor's degree (B.A.) from four-year college or university; or one to two years related experience and/or training; or equivalent combination of education
  • MSOffice and Adobe Acrobat knowledge

About isolved

isolved is an employee experience leader, providing intuitive, people-first Human Capital Management technology. Our solutions are delivered directly or through our partner network to more than five million employees and 145,000 employers - who use them every day to boost performance, increase productivity, and accelerate results while reducing risk. No matter the industry, we help high-growth organizations employ, enable and empower their workforce by transforming employee experience for a better today and a better tomorrow. For more information, visit www.isolvedhcm.com.


EEO Statement

isolved is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status. isolved is a progressive and open-minded meritocracy. If you are smart and good at what you do, come as you are.


Disability Accommodation

Visit www.isolvedhcm.com/careers for more information regarding our incredible culture and focus on our employee experience. Visit www.isolvedeebenefits.com for a comprehensive list of our employee total rewards offerings.


Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions outlined above.


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In order to provide equal employment and advancement opportunities to all individuals, employment decisions at isolved will be based on merit, qualifications, and abilities. isolved does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, age, disability, or any other characteristic protected by law.

In compliance with the ADA Amendments Act (ADAAA), if you have a disability and would like to request an accommodation in order to apply for this position with our organization, please email Careers@isolvedhcm.com.

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