Experienced Tax Resolution Case Manager

Nationwide Tax Advocates; Anaheim (CA); Sur place; USD 28 000 - 34 000; Plein temps

Avantages offerts par ce poste

On-the-job training

Paid training

Career growth opportunities

In-person work

Résumé du poste

Nationwide Tax Advocates in Anaheim Hills, CA is seeking an experienced Tax Resolution Case Manager for a full-time in-office role. You will manage a high volume of active cases, coordinate with clients and agencies, and prepare IRS/State documents to support resolutions.

Ideal candidates have at least 2 years in tax resolution case management, strong communication skills, and experience handling IRS transcripts.

Qualifications

• Tax Resolution Industry Experience is REQUIRED.
• 2+ years of Tax Resolution Case Management experience preferred.
• Experience communicating with the IRS and/or State Tax Agencies.
• Experience obtaining and reviewing IRS transcripts.
• Understanding of IRS collections and compliance procedures.
• Familiarity with IRS Power of Attorney procedures.

Responsabilités

• Manage and prioritize a high volume of active tax resolution cases.
• Communicate directly with clients regarding case status, documentation, deadlines, and next steps.
• Contact the IRS and State Tax Agencies to obtain and verify account information.
• Request, review, and analyze IRS transcripts, including Account, Wage & Income, and other applicable transcripts.
• Prepare, update, and maintain IRS and State Power of Attorney documents.
• Review client financial information and supporting documentation.
• Assist with preparation and review of financial statements.
• Monitor case deadlines and ensure required actions are completed timely.
• Respond to IRS and State notices and correspondence.
• Work closely with Attorneys, Enrolled Agents, CPAs, tax preparers, and other members of the legal team.
• Identify potential case issues and elevate complex matters when necessary.
• Maintain accurate and detailed case notes.
• Keep client files organized and up to date.
• Upload, scan, and manage documentation using company systems.
• Follow internal case-management procedures and quality-control standards.
• Provide professional, knowledgeable, and compassionate customer service.
• Communicate with clients by phone, email, and other company-approved communication channels.

Connaissances

Tax resolution experience

IRS transcripts knowledge

Multitasking

Communication skills

Outils

Microsoft Office

CRM software

Description du poste

Anaheim Hills, CA | Full-Time | In-Person

Pay: $20.00–$25.00 per hour, based on experience.

Nationwide Tax Advocates is a rapidly growing tax resolution firm specializing in helping individuals and businesses resolve complex IRS and State tax problems.

We are looking for an experienced Tax Resolution Case Manager who is ready to take the next step in their career and become part of a professional, high-energy team.

If you already have experience in the tax resolution industry, understand IRS transcripts and compliance, and want an opportunity to grow with a company—not simply work another case-management job,we want to meet you.

WHY JOIN NATIONWIDE TAX ADVOCATES?

We believe the right person should have the opportunity to grow 100% within the company.

• $20–$25/hour based on experience.
• Full-time, in-office position.
• Long-term career opportunity with a growing company.
• Room for advancement and leadership opportunities.
• Work directly alongside Tax Attorneys, Enrolled Agents, CPAs, and experienced tax professionals.
• Paid training and continued professional development.
• Supportive team environment.
• Fast-paced workplace where experienced employees can make an immediate impact.
• Opportunity to take on additional responsibility as you grow.
• We promote from within whenever possible.
• Be part of a company focused on helping clients resolve serious and stressful tax problems.

THIS IS MORE THAN A CASE-MANAGEMENT POSITION.

We are looking for someone who wants to build a career in the tax resolution industry.

The right candidate can grow into increased responsibilities, senior case-management roles, leadership, and other opportunities within our organization.

RESPONSIBILITIES:

• Manage and prioritize a high volume of active tax resolution cases.
• Communicate directly with clients regarding case status, documentation, deadlines, and next steps.
• Contact the IRS and State Tax Agencies to obtain and verify account information.
• Request, review, and analyze IRS transcripts, including Account, Wage & Income, and other applicable transcripts.
• Prepare, update, and maintain IRS and State Power of Attorney documents.
• Review client financial information and supporting documentation.
• Assist with preparation and review of financial statements.
• Monitor case deadlines and ensure required actions are completed timely.
• Respond to IRS and State notices and correspondence.
• Work closely with Attorneys, Enrolled Agents, CPAs, tax preparers, and other members of the legal team.
• Identify potential case issues and elevate complex matters when necessary.
• Maintain accurate and detailed case notes.
• Keep client files organized and up to date.
• Upload, scan, and manage documentation using company systems.
• Follow internal case-management procedures and quality-control standards.
• Provide professional, knowledgeable, and compassionate customer service.
• Communicate with clients by phone, email, and other company-approved communication channels.

REQUIRED QUALIFICATIONS:

• Tax Resolution Industry Experience is REQUIRED.
• We are specifically looking for candidates who have hands-on experience working with tax resolution cases.

Candidates should have:

• 2+ years of Tax Resolution Case Management experience preferred.
• Experience communicating with the IRS and/or State Tax Agencies.
• Experience obtaining and reviewing IRS transcripts.
• Understanding of IRS collections and compliance procedures.
• Familiarity with IRS Power of Attorney procedures.
• Experience working with tax resolution documentation and financial information.
• Ability to manage multiple cases and deadlines simultaneously.
• Strong attention to detail.
• Excellent verbal and written communication skills.
• Strong organization and time-management skills.
• Ability to work independently while also being a strong team player.
• Professional phone presence and client-service skills.
• Computer proficiency with Microsoft Office, Outlook, CRM/database systems, and other office software.
• Ability to work in a fast-paced, high-volume environment.

Bilingual English/Spanish is a PLUS.

WHO WE ARE LOOKING FOR

We want someone who is experienced, dependable, hungry to learn, and looking for a long-term career.

You should be comfortable handling difficult situations, speaking with clients, managing deadlines, and working through complex tax matters.

The ideal candidate:

• Takes ownership of their cases.
• Doesn't need to be micromanaged.
• Is organized and detail-oriented.
• Knows how to prioritize.
• Can handle a busy caseload without becoming overwhelmed.
• Communicates professionally with clients.
• Works well with Attorneys, EAs, CPAs, and coworkers.
• Is willing to learn and take on additional responsibility.
• Wants to advance rather than remain in the same position indefinitely.
• Takes pride in helping clients solve serious tax problems.

CAREER GROWTH

We want you to grow with us.

Nationwide Tax Advocates is expanding, and we are looking for people who want to grow alongside the company.

As you gain experience and demonstrate strong performance, there are opportunities to take on greater responsibility, leadership roles, and advancement within the organization.

If you're looking for a company where you can come to work, do your job, collect a paycheck, and leave—that's okay.

But if you're looking for a place where you can build a career, develop your skills, take on more responsibility, and advance, we want to hear from you.

We are looking for experienced professionals who are ready to make an impact and grow with Nationwide Tax Advocates.

Job Type: Full-Time
Pay: $20.00–$25.00 per hour, depending on experience
Location: Anaheim Hills, CA 92808
Work Location: In Person
Experience: Tax Resolution Case Management – 2 years preferred/required
Training: Paid training provided

Benefits:

• On-the-job training

Work Location: In person