Tax Resolution – Case Manager

We are a nationwide tax resolution firm located in the San Fernando Valley. We need qualified individuals who have already worked in the tax resolution industry.

Currently we are looking for a Case Manager with tax resolution experience, bilingual a plus but not necessary.

Join our dynamic tax resolution team! We’re seeking a detail-oriented Case Manager to assist clients in navigating their tax issues. Ideal candidates will have strong communication skills, a background in tax or finance, and a passion for helping others. Communicating with clients should not be a chore, but a desire and a passion to escalate the client’s optimal customer experience.

Key Responsibilities:

Manage client cases from start to finish

Analyze tax situations and develop tailored resolution strategies

Communicate with clients and gather proper documentation from clients

Be able to make a significant number of outbound calls to clients

Initiate new client contact by making Welcome Calls and setting follow up tasks

Qualifications:

Experience in tax resolution, accounting, or finance preferred

Excellent problem-solving and interpersonal skills

Strong organizational abilities

Compensation: $20-25 per hour plus bonuses, full time needed, no remote work.