Case Manager

The W Tax Group; Southfield (MI); Hybrid; USD 48,000 - 68,000; Full time

Job summary

The W Tax Group is seeking a Case Manager for a contract, hybrid role based in Southfield, MI. You will manage a portfolio of client tax resolution cases, serving as the primary contact between clients, attorneys, and tax authorities.

You will gather and verify financial information, organize documentation, prepare case files, and ensure all forms are completed accurately and on time. You will coordinate with attorneys on strategy, track progress, keep clients updated, and maintain detailed case

Qualifications

• Strong case management and organizational skills to handle multiple client files and deadlines.
• Excellent client service and communication abilities to explain complex tax information clearly.
• Attention to detail and analytical ability to review financial documents for accurate case preparation.
• Experience with digital tools, case management software, document management platforms.
• Experience in tax, legal, financial services, or related fields; familiarity with IRS/state tax processes is a plus.
• Commitment to confidentiality and ethical, client-focused approach in an attorney-led practice.

Responsibilities

• Gather and verify client financial information, organize documentation, prepare case files, and ensure all required forms and disclosures are completed accurately and on time.
• Coordinate with attorneys on strategy, track case progress, updates clients, and follow up on outstanding items to keep matters moving efficiently.
• Maintain detailed case notes, using case management systems, and support a positive client experience throughout the resolution process.

Skills

Case management

Organizational skills

Client service

Communication

Attention to detail

Tax knowledge

Job description

Company Description:

The W Tax Group is a full-service, attorney-based tax resolution firm that resolves and reduces IRS and state tax liabilities through strategic innovation and deep knowledge of the Internal Revenue Manual and tax codes. Tax Attorney and founder Stephen A. Weisberg and Lyle Warren, President, lead the practice, supported by a team of IRS-focused professionals dedicated to negotiating directly with federal and state agencies. Team members work in a focused, client-centered environment where rigorous analysis, professionalism, and persistence are highly valued.

Role Description

The Case Manager is a contract, hybrid role based in Southfield, MI, with some work-from-home flexibility. This role manages a portfolio of client tax resolution cases, serving as the primary point of contact and liaison between clients, attorneys, and tax authorities. Day-to-day responsibilities include gathering and verifying client financial information, organizing documentation, preparing case files, and ensuring all required forms and disclosures are completed accurately and on time. The Case Manager coordinates with attorneys on strategy, tracks case progress, updates clients regularly, and follows up on outstanding items to keep matters moving efficiently. The role also involves maintaining detailed case notes, using case management systems, and supporting a positive client experience throughout the resolution process.

Qualifications

• Strong case management and organizational skills, including the ability to handle multiple client files, track deadlines, and maintain accurate records.


• Excellent client service and communication abilities, with skill in explaining complex information in clear, accessible terms and maintaining professional rapport.


• Attention to detail and analytical skills, with the capacity to review financial documents, identify discrepancies, and support accurate case preparation.


• Comfort working with digital tools and systems, including case management software, document management platforms, and standard office applications.


• Experience in tax, legal, financial services, or related fields is highly beneficial; familiarity with IRS or state tax processes is a plus.


• Commitment to confidentiality, ethical conduct, and a client-focused approach in line with an attorney-led tax resolution practice.