Tax Credit Process Specialist
Columbus, Ohio
Location: 1500 Lake Shore Drive, Ste 240, Columbus, OH 43204
Reports to: Director of ERTC Operations
Availability Requirements: Full Time in Columbus, Ohio
About Clarus Solutions
Clarus Solutions, headquartered in Columbus, Ohio, is a leading cloud-based platform helping businesses unlock the full value of federal and state incentive programs. Passionately led by tax experts with decades of experience, our technology has helped clients in all 50 states receive almost $450 million in tax credits.
Backed by technology and unparalleled client service, we collaborate with companies to help them understand their qualifications and deliver actionable insights for leveraging programs that impact hiring decisions and their bottom line. Launched in 2014, Clarus customers benefit from experts with collectively 150+ years of tax experience who are dedicated to helping clients improve the economics of their business.
Our team of highly skilled tax experts specialize in customizable solutions that transform cash flow for businesses through employment tax credit opportunities, delivering unparalleled client service and unmatched results. Clarus is dedicated to helping more businesses access the incentive funds that are intended to help them, as a result, helping our community members find jobs and stay employed.
Position Overview
The Tax Credit Process Specialist role is critical in helping clients to claim employment tax credits. This role focuses on reviewing all documents included in the client package and works to make sure the client receives all deliverables in a secure way and answers any questions the client may have regarding filing requirements.
This role may also help with the credit calculations required to determine the amount of the tax credit available to our clients and will involve reviewing the work of others. A successful Tax Credit Process Specialist will learn the details of the tax credit and work with the other operations team members to accurately deliver all documents to the client and answer any questions regarding the filing of the refund claim.
Duties and Responsibilities
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-
-
Assist with documentation and review of final client information
-
Calculate / Review tax credits using Microsoft Excel
-
Prepare / Review tax forms and memos associated with credits
-
Maintain tracking of client credit information
-
Work collaboratively with other operations team members, and other departments within the company
-
Provide feedback on how to continuously improve our software and services
-
Interact with clients via phone/video conference/email
-
Engage in written correspondence with the IRS
-
Potentially serve as a Paid Preparer of payroll tax returns (Form 941/941X)
-
Perform other duties as assigned
-
-
Skills and Qualifications
-
-
-
Enjoy learning and growing
-
Ability to juggle multiple prospects with timely follow up
-
Work well with deadlines
-
Thoroughly complete tasks
-
Detail oriented with willingness to learn project management
-
Takes direction but is a self-starter who works independently toward goals
-
Ability to both review others’ work product and have your work product reviewed with a collaborative attitude
-
Proficient in Microsoft Excel and Word
-
Experienced with (or able to learn and use) various software products
-
-
Technical Environment
-
-
-
Windows 10/11 or MacOS
-
Dropbox
-
HelloSign
-
Adobe Creative Suite
-
Google Workspace
-
Zoho
-
Slack
-
-
About Clarus Solutions
Clarus Solutions, headquartered in Columbus, Ohio, is a leading cloud-based platform helping businesses unlock the full value of federal and state incentive programs. Passionately led by tax experts with decades of experience, our technology has helped clients in all 50 states receive almost $450 million in tax credits.
Backed by technology and unparalleled client service, we collaborate with companies to help them understand their qualifications and deliver actionable insights for leveraging programs that impact hiring decisions and their bottom line. Launched in 2014, Clarus customers benefit from experts with collectively 150+ years of tax experience who are dedicated to helping clients improve the economics of their business.
Our team of highly skilled tax experts specialize in customizable solutions that transform cash flow for businesses through employment tax credit opportunities, delivering unparalleled client service and unmatched results. Clarus is dedicated to helping more businesses access the incentive funds that are intended to help them, as a result, helping our community members find jobs and stay employed.
Position Overview
The Tax Credit Process Specialist role is critical in helping clients to claim employment tax credits. This role focuses on reviewing all documents included in the client package and works to make sure the client receives all deliverables in a secure way and answers any questions the client may have regarding filing requirements.
This role may also help with the credit calculations required to determine the amount of the tax credit available to our clients and will involve reviewing the work of others. A successful Tax Credit Process Specialist will learn the details of the tax credit and work with the other operations team members to accurately deliver all documents to the client and answer any questions regarding the filing of the refund claim.
Duties and Responsibilities
-
-
-
Assist with documentation and review of final client information
-
Calculate / Review tax credits using Microsoft Excel
-
Prepare / Review tax forms and memos associated with credits
-
Maintain tracking of client credit information
-
Work collaboratively with other operations team members, and other departments within the company
-
Provide feedback on how to continuously improve our software and services
-
Interact with clients via phone/video conference/email
-
Engage in written correspondence with the IRS
-
Potentially serve as a Paid Preparer of payroll tax returns (Form 941/941X)
-
Perform other duties as assigned
-
-
Skills and Qualifications
-
-
-
Enjoy learning and growing
-
Ability to juggle multiple prospects with timely follow up
-
Work well with deadlines
-
Thoroughly complete tasks
-
Detail oriented with willingness to learn project management
-
Takes direction but is a self-starter who works independently toward goals
-
Ability to both review others’ work product and have your work product reviewed with a collaborative attitude
-
Proficient in Microsoft Excel and Word
-
Experienced with (or able to learn and use) various software products
-
-
Technical Environment
-
-
-
Windows 10/11 or MacOS
-
Dropbox
-
HelloSign
-
Adobe Creative Suite
-
Google Workspace
-
Zoho
-
Slack
-
-