Case Operations Specialist

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

Position Overview:

We are seeking an empathetic, detail-oriented, and highly organized Tax Resolution Specialist to join our growing firm. In this role, you will act as the primary liaison between our clients, our licensed tax professionals and tax authorities.

You will manage tax resolution cases from initial intake through final resolution—guiding clients through financial disclosures, coordinating document collection, analyzing transcripts, and ensuring strict compliance with procedural deadlines.

Key Responsibilities:

Case Management & Client Liaison:

• Serve as the main point of contact for an assigned caseload of individual and corporate tax resolution clients.
• Conduct comprehensive client onboarding interviews to assess financial profiles and clarify resolution goals.
• Maintain regular proactive communication with clients, providing status updates, clarifying expectations, and addressing concerns.

Financial Analysis & Document Gathering:

• Collect, review, and analyze client financial records.
• Assist clients in completing IRS Collection Information Statements accurately and thoroughly.
• Identify potential hurdles or missing information that could impact settlement options.

Operational & Administrative Excellence:

• Manage case milestones and strict regulatory deadlines within the firm's CRM/case management software.
• Draft professional correspondence, cover letters, and tax resolution packets for client signature and IRS submission.
• Coordinate with tax preparers to ensure unfiled tax returns are completed to maintain client compliance.

Qualifications & Requirements:

• Experience: 2+ years of experience of Customer Service experience.
• Software Skills: Proficiency with CRM systems.

Key Competencies & Soft Skills:

• Empathy & Customer Service: Ability to communicate calmly and compassionately with clients experiencing high financial stress.
• Attention to Detail: Meticulous approach to verifying information.
• Organizational Skills: Proven capability to prioritize a high-volume caseload while meeting deadlines.
• Verbal & Written Communication: Clear, professional tone across emails, phone calls, and formal letters.
• Must be bilingual English / Spanish.

Compensation & Benefits:

• Opportunities for advancement.
• Paid sick time.
• Paid Training.
• Bonuses based on Case Completion.
• Lunch provided on Monday's.

Schedule:

• 8-hour shift.
• Monday to Friday.