Impactful Tax Resolution Case Manager (On-Site)

TaxRise Inc.; Irvine, Northern (CA, KY); Hybrid; USD 68,770,000 - 71,635,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

Paid Time Off

401(k) with company match

Professional Development Program

On-site gym & gaming lounge

Catered team lunches

Quarterly company outings

Job summary

TaxRise Inc. is seeking a Case Manager III to support Enrolled Agents in moving complex tax-resolution cases toward outcomes. This 100% on-site role emphasizes client communication, documentation gathering, and coordination.

You will track deadlines, relay IRS requests, and keep agents informed, while serving as the link between clients, agents, and tax authorities. Full-time, 40 hours with overtime as needed.

Qualifications

• Previous experience in document coordination or a similar administrative role (tax-related experience is a plus).
• Strong ability to manage multiple cases, deadlines, and competing priorities in a fast-paced environment.
• Proven experience handling urgent and sensitive client situations while maintaining professionalism and composure.
• Excellent verbal and written communication skills with the ability to explain complex requests clearly.
• Strong attention to detail and ability to identify missing or incomplete documentation.
• Proficiency with CRM systems or document management tools; familiarity with tax software is a bonus.

Responsibilities

• Partner directly with Enrolled Agents to support active tax resolution cases.
• Review case needs and prioritize client outreach based on deadlines and urgency.
• Assist with managing priority and time-sensitive cases involving Revenue Officers and OIC Examiners.
• Communicate with Revenue Officers and OIC Examiners to provide requested documentation and updates.
• Track IRS requests, deadlines, and follow-up items to ensure timely submissions.
• Relay updates and deadlines to the Enrolled Agent and coordinate client follow-up.
• Maintain clear documentation of IRS communications and escalate case developments as needed.
• Serve as a consistent point of contact for assigned case-related action items.

Skills

Document coordination

Case management

Multitasking

CRM software

Communication skills

Attention to detail

Independent work

IRS knowledge (bonus)

Tools

CRM software

Tax software (bonus)

Job description

TaxRise Inc. is seeking a Case Manager III to support Enrolled Agents in moving complex tax-resolution cases toward outcomes. This 100% on-site role emphasizes client communication, documentation gathering, and coordination.

You will track deadlines, relay IRS requests, and keep agents informed, while serving as the link between clients, agents, and tax authorities. Full-time, 40 hours with overtime as needed.