IRS & State Tax Resolution Case Manager

Nationwide Tax Advocates; Anaheim (CA); On-site; USD 26,000 - 36,000; Full time

Benefits offered by this job

On-the-job training

Paid training

Job summary

Nationwide Tax Advocates in Anaheim Hills, CA is seeking an experienced Tax Resolution Case Manager to join our fast-growing team. You will manage a high volume of tax resolution cases and interact directly with clients to gather documentation and provide updates on case status.

The ideal candidate has at least 2 years of tax resolution case management experience, strong communication skills, and proficiency with Microsoft Office, Outlook, and CRM systems.

Qualifications

• 2 years of Tax Resolution Case Management experience.
• Previous experience in the Tax Resolution industry REQUIRED.
• Experience handling IRS compliance calls and transcript analysis REQUIRED.
• Strong communication and organizational skills.
• Bilingual English/Spanish is a plus.

Responsibilities

• Manage and prioritize a large volume of tax resolution cases.
• Communicate with clients regarding case updates and documentation needs.
• Contact the IRS and State Tax Agencies to verify account information and compliance status.
• Prepare and update IRS and State Power of Attorneys.
• Prepare and review financial statements and supporting documentation.
• Collaborate with Attorneys, Enrolled Agents, and CPAs toward case resolution.
• Analyze client financial situations and elevate complex matters when necessary.
• Respond to IRS and State notices to protect client accounts.
• Maintain detailed case notes and organize client files.

Skills

Communication

Organizational skills

Multitasking

Customer service

Tools

Microsoft Office

Outlook

CRM systems

Job description

Nationwide Tax Advocates in Anaheim Hills, CA is seeking an experienced Tax Resolution Case Manager to join our fast-growing team. You will manage a high volume of tax resolution cases and interact directly with clients to gather documentation and provide updates on case status.

The ideal candidate has at least 2 years of tax resolution case management experience, strong communication skills, and proficiency with Microsoft Office, Outlook, and CRM systems.