The Tax Credit Specialist is responsible for monitoring, reviewing and implementing the federal, state and local policies and procedures associated with the housing tax credit applicant eligibility. The Tax Credit Specialist interviews applicants, reviews application forms, verifies of family size and income data, asses public housing and tax credit eligibility, establishes housing priority, determines adequate unit size, and maintains of the waiting list in accordance with HUD regulations and Authority policies and procedures.
The successful candidate must have a Bachelors degree in Business Administration, Accounting, Human Services or Public Administration from an accredited college or university or the equivalent combination of an Associate's degree and 8 to 10 years of relevant experience and education. The successful candidate must have a tax credit certification from a reputable entity, as well as a thorough knowledge of federal, state and local laws, rules and regulations pertaining to eligibility requirements and the substance of applicable programs. The successful candidate must also have, but not limited to:
- Thorough knowledge of interviewing techniques and record maintenance.
- HCCP tax credit designation preferred
- Ability to meet and deal tactfully and courteously with the public.
- Ability to understand and follow moderately complex written and oral instructions.
- Ability to communicate and relate to persons of diverse backgrounds and abilities.
- Ability to make routine decisions in accordance with established administrative rules, regulations and policies
- Ability to explain the re-examination process to tenants in an objective and impartial manner.
- Knowledge of mathematics sufficient to perform calculation required for the position.
- Ability to prepare clear, concise reports and make appropriate recommendations within scope of responsibility.
- Ability to use basic office equipment such as telephone, fax, copier, and computer.
- Ability to communicate clearly, concisely, verbally and in writing.
- Ability to establish and maintain an effective working relationship with other employees
Duties and Responsibilities
The Tax Credit Specialist runs waiting list reports regularly, and is responsible for maintaining the public housing vacancy reports as well as provide appropriate staff with waiting list applicants. The duties of the successful include, but are not limited to:
- Preparing and sending written requests for income verification.
- Obtaining, verifying, and calculating all sources of income and resources to determine financial eligibility of applicants.
- Reviewing and evaluating criminal offender record information.
- Requesting additional documentation from the applicant and/or visits the applicant’s place of residence, when appropriate.
Maintaining written records of all telephone reports and observations.
Submitting recommendations as to final eligibility and/or suitability in accordance with the Authority policies and procedures.
Notifying applicants in writing of eligibility determination in accordance with HUD regulations and Authority policy.
Determining applicant’s need for special services or assistance from third-party providers such as relatives or social/medical service agencies.
Coordinating with appropriate personnel to ensure written, detailed commitments of such services or assistance are submitted and reviewed for appropriateness.
Undertaking and performing other work-related duties as assigned including work in other functional areas to cover absences or provide relief, to equalize peak work periods, or otherwise balance the workload
- Ensuring privacy and maintains security of confidential materials.
- Accountability for consistent adherence to strong Authority standards regarding the ethical, responsible, and appropriate use, care, and safeguarding of Authority materials, supplies, resources, and other assets.