Case Manager - Tax Resolution

Jobot; Los Angeles (CA); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Comprehensive medical, dental, and vision plans

Retirement savings plan with company match

Opportunities for personal and professional development

Supportive and collaborative work environment

Job summary

A growing tax firm in Los Angeles is seeking a Case Manager to act as the main point of contact for clients in tax resolution. This role requires gathering and verifying client documentation and providing exceptional customer service. Candidates should have at least 2 years of experience in case management within a law or tax firm and strong communication skills. The position requires in-office presence, promoting a collaborative work environment with comprehensive benefits including health plans and retirement savings.

Qualifications

• Minimum 2 years experience in case management within a law or tax firm.
• Proven customer service experience with effective issue resolution.
• Ability to manage multiple cases with strong problem-solving skills.

Responsibilities

• Ensure clients are informed and compliant with tax requirements.
• Gather and verify accuracy of client documents.
• Provide exceptional customer service and handle client inquiries.

Skills

Customer service

Communication skills

Organizational skills

Problem-solving skills

Time management

Tools

Microsoft Excel

Microsoft Word

Case management software

Job description

Want to learn more about this role and Jobot? Click our Jobot logo and follow our LinkedIn page!

Overview

Join a growing tax firm as a tax resolution case manager. This Jobot Job is hosted by Jeremy Pike.

Salary $60,000 - $80,000 per year

A Bit About Us

We are a full-service tax firm focused on solving tax problems for individuals and small business owners. We have an entire team of licensed tax practitioners that includes enrolled agents, CPAs, tax analysts, accredited tax advisers, and tax lawyers. We are licensed nationally so we can help you no matter where you’re located. To date, our tax specialists have settled over $500 million in tax debts to the IRS and state taxing authorities.

Why join us?

We are deeply committed to our work and ensuring outstanding client service remains our utmost priority. We offer our highly-respected staff the following:

• Comprehensive medical, dental, and vision plans and other insurance plans.
• Retirement savings plan with company match.
• Work/Life balance.
• Opportunities for personal and professional development.
• Supportive and collaborative work environment.

Job Details

Job Overview

As a Case Manager, you will serve as the main point of contact for our tax resolution clients, working closely with our Tax Professionals. Your role involves ensuring clients remain informed, have all necessary documentation, and stay compliant with tax requirements. Acting as a liaison between clients and Tax Professionals, you will provide essential case details, facilitate document collection, perform case analyses, and support the development of effective tax resolution strategies.

Key Responsibilities

• Gather, review, and verify the accuracy of client documents and financial information.
• Managing a portfolio of financial cases, ensuring they are handled efficiently and effectively.
• Providing exceptional customer service and resolving any issues or inquiries from clients promptly and professionally.
• Collaborating with Tax Professionals to ensure all client needs are met.
• Developing and implementing case management plans, and monitoring their progress.
• Documenting all case information accurately, ensuring all data is kept confidential.
• Identifying opportunities for process improvements and making recommendations for change.
• Participating in regular training and development sessions to enhance job skills and knowledge.

Qualifications

• A minimum of 2+ years of experience in a case management role within a law or tax firm.
• Proven experience in customer service with a strong ability to resolve client issues effectively.
• Excellent communication skills, both written and verbal.
• Strong organizational skills with a keen eye for detail and the ability to manage multiple cases simultaneously.
• Strong problem-solving skills with the ability to think strategically and make sound decisions.
• A team player with the ability to work collaboratively with others to achieve common goals.
• Excellent time management skills.
• Basic proficiency in Microsoft Excel and Word and case management software.
• This position sits in the company's Encino office and requires a daily in-office presence.

Interested in hearing more? Easy Apply now by clicking the "Easy Apply" button.

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.

By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here jobot.com/privacy-policy

Want to learn more about this role and Jobot? Click our Jobot logo and follow our LinkedIn page!