Case Manager I

Polston Tax Resolution & Accounting; United States; Remote; USD 36,000 - 44,000; Full time

Benefits offered by this job

Paid volunteer events

Fun company-sponsored events

Investment in employees

Caring for Your Whole Well Being

Paid time off and holidays

Job summary

Polston Tax Resolution & Accounting in the United States is seeking a Case Manager to support our tax resolution team. You will prepare financial analyses for IRS/state cases and provide them to the attorney or Enrolled Agent to build client resolutions.

This role requires excellent communication, multitasking and time management. You will contact clients by email, phone, video, mail and in person; review financial documents; update attorneys; and coordinate with state tax agencies to establish

Qualifications

• Minimum of one year experience preparing financial analyses for IRS/state tax resolution cases.
• Excellent interpersonal and written communication skills.
• Strong organizational and time management abilities.

Responsibilities

• Prepare a financial analysis for each case and provide it to the assigned attorney/Enrolled Agent.
• Contact clients via email/phone/video call/mail and in person to gather documentation.
• Review and analyze financial documentation; analyze income, expenses and assets.
• Provide updates to attorneys/enrolled agents regarding resolution details.
• Respond promptly to client inquiries and requests.
• Work with state tax agencies to establish resolutions.
• Collaborate with other departments to ensure a smooth process.

Skills

Multitasking

Communication skills

Time management

Customer service mindset

Job description

We are seeking a first-class Case Manager to become an integral part of our tax resolution team! We require someone who is an excellent multitasker with exceptional communication and time management skills. Join us and be part of a collaborative team environment where your contributions positively impact your colleagues, the company, and yourself.

PLEASE NOTE: To be considered for this position, Polston is currently hiring remote telework positions for workers located in AL, AZ, AR, DE, FL, GA, ID, IN, IA, KS, MD, MA, MO, MT, NE, NH, NJ, NM, NC, OH, OK, PA, SC, TN, TX, UT, VA, and WI.

*Polston is not currently accepting applications from any additional states. Moreover, remote workers may not telework for Polston entities from any location not listed as a location from which the Polston entities are currently hiring.

REQUIRED - A minimum of 1 year experience preparing financial analyses for IRS/state tax resolution cases.

What Will You Do?

The Case Manager is primarily responsible for preparing a financial analysis for each case and providing it to the assigned attorney/Enrolled Agent to utilize for the client’s IRS/state tax resolution case.

• Contact clients via email/phone/video call/mail and in person to request documentation or other necessary information to verify taxpayer’s income, expenses, and assets.
• Review and analyze financial documentation
• Conduct financial analysis of taxpayer’s income, expenses, and assets.
• Provide updates to attorneys and enrolled agents regarding client’s resolution details.
• Respond in a timely manner to client inquiries and requests.
• Work with state tax agencies to establish resolutions for clients.
• Work alongside other departments to ensure a smooth process for all parties.

This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Duties, responsibilities and activities may change, or new ones may be assigned at any time with or without notice.

What Can We Give You?

A collaborative, team-based work atmosphere - we bring our best selves to the table and work together to impact the lives of our clients every day.

• Paid volunteer events - we create an environment that supports and values the importance of giving back and serving others.
• Fun company-sponsored events - a great way to get to know each other better.
• Investment in employees - we pride ourselves on giving our employees the chance to grow their careers.
• Caring for Your Whole Well Being - our benefits package is designed with your well-being in mind. We offer medical, dental, and vision insurance in addition to short- and long-term disability, life insurance, pet insurance, and a gap plan for eligible employees.
• Additional benefits - paid time off (PTO) such as sick days and vacation days, paid holidays, 401K which includes matching when eligible.
• Competitive Salary starting at $40,000.

Requirements

The Case Manager is driven and motivated by challenging themselves to not only meet but exceed personal goals and is fulfilled by applying learned skills to help others.

• A minimum of one year’s experience preparing financial analyses for IRS/state tax resolution cases.
• A positive attitude and customer service mindset with a strong work ethic.
• Exceptional interpersonal, negotiation, and conflict resolution skills with great follow up.
• Outstanding verbal and written communication skills
• Excellent organizational skills with the skill to prioritize tasks efficiently.
• Ability to accomplish/complete a task while demonstrating a thorough concern for all the areas involved, no matter how small.
• Capacity to act with integrity, professionalism, and confidentiality.
• Capability to function in a fast-paced environment.
• Comfortable with a lot of client interaction
• Receives enjoyment from problem solving and working through issues with clients and team members.
• Adaptable and a team player when priorities shift, or unexpected challenges arise.
• Access to the following equipment to perform the required work duties.
• A computer, laptop, monitor, tablet and/or smart phone.
• Internet - a minimum of 50 Mbps internet service with a recommended speed of 100 Mbps for optimal performance.
• Satisfactory background and reference checks including employment verification.

Who Are We?

Polston Tax Resolution & Accounting was founded in 2001 with the mission of helping people escape the nightmare of owing back taxes. Today, the firm not only services people who owe back taxes to the IRS or state but also boasts a full-service tax and accounting firm.