Document Specialist

Found in: Appcast Linkedin GBL C2 - 2 weeks ago

Loveland, United States Tax Credit Connection Full time

Join Our Team: Tax Credit Connection is Looking for a Document Specialist


** Please note, we will only be considering applicants who apply via email and follow the instructions below. Thanks


Are you a detail-oriented professional with a passion for ensuring accuracy and providing exceptional client service? Are you seeking a remote opportunity with a company that values your expertise and offers opportunities for professional growth? Look no further Tax Credit Connection is seeking a dedicated Document Specialist to join our team.


About Us: At Tax Credit Connection, we're dedicated to supporting individuals who choose to conserve their land, clean up environmental contamination, and restore historic buildings in Colorado. Our commitment to accuracy, expertise in conservation and tax credits, and dedication to client satisfaction set us apart in the industry.


Position Overview: As a Document Specialist at Tax Credit Connection, you'll be at the forefront of our client fulfillment team, ensuring that every detail is meticulously managed to provide exceptional service to our clients. Your role will focus on managing closing documents, tax forms, and client communications with a keen eye for accuracy and efficiency.


Why You'll Love Working With Us:

  • Remote work flexibility, allowing you to work from the comfort of your own home.
  • Competitive starting salary range of $80,000 to $100,000 per year.
  • Comprehensive benefits package including 401K with matching, health insurance, paid time off (PTO), and paid major holidays.
  • Ample opportunities for education and professional growth within our dynamic team.


Your Responsibilities Will Include:

  • Managing the accuracy and completeness of all closing documents and tax forms.
  • Providing regular updates to clients on the status of their projects.
  • Matching tax credits promptly and facilitating transactions between buyers and sellers.
  • Identifying opportunities for process improvements to enhance efficiency and accuracy.


What We're Looking For:

  • Demonstrated experience working with technical documents.
  • Strong attention to detail and commitment to accuracy.
  • Excellent communication skills, both verbal and written.
  • Self-motivated with the ability to work independently.
  • A passion for providing exceptional client service.
  • Though we work remotely, we are looking for a candidate who lives in the state of Colorado. (If you do not currently live in Colorado, but are planning on moving to the state, please provide an explanation in your cover letter)


How to Apply: If you're ready to join a dynamic team and make a meaningful impact in the conservation and tax credit industry, we'd love to hear from you Please send your resume, a cover letter explaining why you're interested in and qualified for the position, and a list of 5 professional references to Caroline Rideout at caroline@taxcreditconnection.com.


Join us in supporting our clients as they contribute to the preservation and restoration of Colorado's natural and cultural heritage


Tax Credit Connection is an equal opportunity employer committed to diversity and inclusion in the workplace.

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