Bilingual Tax Resolution Case Manager

Tax Resolution Plus Inc.; Irvine (CA); On-site; USD 60,000 - 75,000; Full time

Benefits offered by this job

Paid training

Paid sick time

Lunch provided

Job summary

Tax Resolution Plus Inc. is seeking a Tax Resolution Specialist in Irvine, CA.

The role focuses on guiding clients through tax resolution processes, coordinating with licensed tax professionals and tax authorities, and managing cases from intake to final resolution. Responsibilities include onboarding clients, collecting documents, analyzing transcripts, ensuring compliance with deadlines, and drafting IRS packets.

Qualifications

• 2+ years of customer service experience.
• Proficiency with CRM systems.

Responsibilities

• Serve as the main contact for an assigned caseload of tax resolution clients.
• Coordinate intake, document collection and transcripts; liaise with licensed tax professionals and tax authorities.
• Draft professional correspondence and packets for IRS submissions.
• Ensure deadlines and case milestones are tracked in the CRM.

Skills

Customer service

Bilingual English/Spanish

Attention to detail

Organizational skills

Verbal & written communication

Tools

CRM software

Job description

Tax Resolution Plus Inc. is seeking a Tax Resolution Specialist in Irvine, CA.

The role focuses on guiding clients through tax resolution processes, coordinating with licensed tax professionals and tax authorities, and managing cases from intake to final resolution. Responsibilities include onboarding clients, collecting documents, analyzing transcripts, ensuring compliance with deadlines, and drafting IRS packets.