I have over five years of experience working with various tax credit programs, including the Low-Income Housing Tax Credit (LIHTC) and the Work Opportunity Tax Credit (WOTC). My responsibilities included identifying eligible projects, preparing documentation, and ensuring compliance with IRS regulations. I also collaborated with cross-functional teams to maximize tax credit utilization and provided training to staff on program requirements. My hands-on experience has equipped me with a deep understanding of the complexities and nuances of tax credit programs.

To ensure compliance, I stay updated on the latest IRS guidelines and state-specific regulations. I conduct regular audits of documentation and processes, maintain detailed records, and implement internal controls to mitigate risks. Additionally, I collaborate with legal and accounting teams to address any discrepancies and ensure accurate reporting. My proactive approach minimizes errors and ensures that all tax credit claims are fully compliant with regulatory requirements.

One challenging project involved a multi-state LIHTC application with tight deadlines and complex eligibility criteria. I coordinated with developers, legal teams, and state agencies to gather necessary documentation and address compliance issues. By prioritizing tasks and leveraging my expertise, I successfully submitted the application on time, securing $5 million in tax credits. This experience honed my ability to manage high-pressure situations and deliver results while maintaining accuracy and compliance.

I stay informed by subscribing to industry newsletters, attending webinars, and participating in professional organizations like the National Association of Tax Professionals. I also regularly review IRS updates and consult with legal experts to interpret new regulations. This proactive approach ensures I remain current on changes that could impact tax credit programs, allowing me to provide accurate guidance and maintain compliance for my organization.

I prioritize tasks by assessing deadlines, project complexity, and potential impact on the organization. I use project management tools to track progress and allocate resources efficiently. Regular communication with stakeholders ensures alignment on priorities, and I adjust plans as needed to address emerging issues. This structured approach allows me to manage multiple projects effectively while maintaining high standards of accuracy and compliance.