Case Manager

Guardian Tax; Irvine, Northern (CA, KY); On-site; USD 30,000 - 47,000; Full time

Benefits offered by this job

Bonus potential

Job summary

Guardian Tax in Irvine, CA is seeking a detail-oriented Case Manager to serve as a dependable point of contact for clients in a fast-paced, in-office setting.

You will manage client cases from onboarding to completion, communicate updates, and collaborate with enrolled agents and compliance teams to progress each filing. The role emphasizes organization, reliability, and teamwork.

Qualifications

• Minimum of 6 months of experience in case management.
• Strong communicators with a client-focused approach.
• Highly organized with the ability to manage multiple tasks.
• Willingness to learn and use new systems.
• Positive, coachable, and team-oriented.

Responsibilities

• Manage a portfolio of client cases from onboarding through completion.
• Provide consistent communication, updates, and high-quality client support.
• Partner with enrolled agents and compliance teams to move cases forward.
• Handle multiple priorities in a high-volume, deadline-driven environment.
• Meet monthly performance targets while maintaining client satisfaction.

Skills

Case management

Communication

Organization

Learning systems

Team-oriented

Job description

Case Manager – Guardian Tax (Irvine, CA | In-Office)

Guardian Tax is seeking a motivated, detail-oriented Case Manager who brings professionalism, empathy, and strong communication to every client interaction. If you thrive in a fast-paced environment and take pride in being a dependable point of contact, this is a great opportunity to join a collaborative, results-driven team.

Why Join Guardian Tax

• Make a meaningful impact by helping clients resolve challenging financial situations
• Work in a team-focused office environment with shared goals and wins
• Opportunities for growth through ongoing training and leadership support
• Collaborative culture with experienced professionals

Key Responsibilities

• Manage a portfolio of client cases from onboarding through completion
• Provide consistent communication, updates, and high-quality client support
• Partner with enrolled agents and compliance teams to move cases forward
• Handle multiple priorities in a high-volume, deadline-driven environment
• Meet monthly performance targets while maintaining client satisfaction

What We’re Looking For

• Minimum of 6 months of experience in case management required
• Strong communicators with a client-focused approach
• Highly organized with the ability to manage multiple tasks
• Comfortable learning and using new systems
• Positive, coachable, and team-oriented

Compensation

• Competitive hourly pay
• Bonus potential

Position Details

• Location: Irvine, CA (in-office only)
• Schedule: Monday–Friday, 8:00 AM – 5:00 PM