Client-Focused In-Office Case Manager - Irvine

Guardian Tax; Irvine (CA); On-site; USD 28,000 - 41,000; 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 an in-office setting. You will manage cases from onboarding through completion, coordinating with enrolled agents and compliance teams to move processes forward.

The role emphasizes strong communication, organization, and a client-focused mindset, with opportunities for growth and a collaborative team culture. Schedule is Monday–Friday, in-office.

Qualifications

• Minimum of 6 months of experience in case management
• Excellent communication with clients
• Highly organized with ability to manage multiple tasks
• 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

Client communication

Organizational skills

Teamwork

Job description

Guardian Tax in Irvine, CA is seeking a detail-oriented Case Manager to serve as a dependable point of contact for clients in an in-office setting. You will manage cases from onboarding through completion, coordinating with enrolled agents and compliance teams to move processes forward.

The role emphasizes strong communication, organization, and a client-focused mindset, with opportunities for growth and a collaborative team culture. Schedule is Monday–Friday, in-office.