Resolution Account Manager

TaxRise Inc.; Irvine (CA); On-site; USD 49,000 - 52,000; Full time

Benefits offered by this job

Medical Insurance

Paid Time Off

401k with company match

Professional development

On-site gym

Team lunches

Company outings

Job summary

TaxRise is seeking a Case Manager III to work directly with Enrolled Agents, moving complex tax resolution cases toward successful outcomes. You will gather documentation, coordinate next steps, and ensure agents have what they need to advocate for clients.

The role requires coordinating with IRS contacts, tracking deadlines, and communicating clearly with clients. This is a 100% on-site position with full-time hours and a strong emphasis on timely case progression.

Qualifications

• Experience in document coordination, loan processing, or similar administrative roles; tax-related experience is a plus.
• Ability to manage multiple cases, deadlines, and priorities in a fast-paced environment.
• Strong communication skills to explain complex requests clearly.
• Familiarity with CRM systems and tax software is a bonus.

Responsibilities

• Partner with Enrolled Agents to support active tax resolution cases.
• Review case needs and prioritize outreach based on deadlines and urgency.
• Assist with time-sensitive cases involving Revenue Officers and OIC Examiners.
• Communicate with Revenue Officers and OIC Examiners to obtain docs and updates.
• Track IRS requests, deadlines, and follow-ups to keep cases moving.
• Relay updates to Enrolled Agents and coordinate client follow-up.
• Maintain detailed CRM notes and document case progress.

Skills

Document coordination

Time management

Client communication

CRM proficiency

Attention to detail

Independent work

Tax document knowledge

Tools

CRM systems

Job description

WHY JOIN TAXRISE?

At TaxRise, we don’t just provide tax relief services; we provide hope, stability, and solutions to individuals and families facing financial uncertainty. Our team is passionate about reshaping the tax resolution industry through innovation, empathy, and unwavering commitment to our clients.

WHY JOIN TAXRISE?

At TaxRise, we don’t just provide tax relief services; we provide hope, stability, and solutions to individuals and families facing financial uncertainty. Our team is passionate about reshaping the tax resolution industry through innovation, empathy, and unwavering commitment to our clients. Join us and make a tangible difference in people’s lives while growing your career with a team that values your contributions.

ABOUT THE ROLE

The Case Manager III works directly alongside our Enrolled Agents to help move complex and time-sensitive tax resolution cases toward successful outcomes. While our Enrolled Agents focus on developing resolution strategies and negotiating with the IRS and state taxing authorities, the Resolution Account Manager provides critical case support by communicating with clients, obtaining urgent or additional documentation, coordinating next steps, and ensuring the Enrolled Agents have everything needed to effectively advocate for the client. This role will frequently support cases requiring additional attention or urgency, including matters involving Revenue Officers and Offer in Compromise (OIC) Examiners. You’ll assist with these cases by communicating with the appropriate IRS contacts, tracking requests and deadlines, coordinating required documentation, and keeping the Enrolled Agent informed of important case developments. You’ll serve as an important connection between the client, the Enrolled Agent, and taxing authorities, helping translate case needs into clear action items and keeping cases moving when timing matters most. 100% on-site! If you're excited to work side-by-side with our team (or are ready to make the move), then you're a perfect fit. If not, we kindly ask you to hold off on applying. Thanks for understanding and happy job hunting!

• Base pay: $24.00 - 25.00 per hour
• Monthly Bonus: Average bonus potential of $1,000 - $1,500

Full-time | 40 hours per week. Occasional overtime may be required based on business needs.

WHAT YOU’LL DO

Enrolled Agents & Case Support

• Partner directly with assigned Enrolled Agents to support active tax resolution cases.
• Review case needs and prioritize client outreach based on deadlines, urgency, and direction from the Enrolled Agent.
• Assist with managing priority and time-sensitive cases, including matters involving Revenue Officers and Offer in Compromise (OIC) Examiners.
• Communicate directly with Revenue Officers and OIC Examiners, as appropriate, to provide requested documentation, obtain case updates, clarify outstanding requirements, and coordinate next steps on behalf of the Enrolled Agent.
• Track IRS requests, deadlines, and follow-up items to ensure required documentation and information are submitted timely and cases continue moving forward.
• Relay important updates, requests, and deadlines from Revenue Officers and OIC Examiners to the assigned Enrolled Agent and coordinate any necessary client follow-up.
• Maintain clear documentation of IRS communications and elevate case developments requiring the Enrolled Agent’s review, strategy, or negotiation.

Client Communication

• Serve as a consistent point of contact for assigned case-related action items.
• Contact clients by phone, email, or approved communication channels to obtain additional financial and tax documentation requested by the Enrolled Agent, IRS, or state taxing authority.
• Clearly explain what is needed, why it is needed, and applicable deadlines.
• Review incoming documentation and promptly follow up on missing or incomplete information.

CRM Management & Case Tracking

• Maintain detailed and accurate CRM notes documenting client conversations, outstanding items, Enrolled Agent requests, deadlines, and case progress.
• Monitor assigned tasks and follow-ups to ensure urgent requests are completed within required deadlines.

WHAT YOU’LL NEED TO HAVE

• Previous experience in document coordination, loan processing, 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 in an understandable way.
• Strong attention to detail and ability to identify missing or incomplete documentation.
• Proficiency in using CRM systems or document management tools; familiarity with tax software is a bonus.
• Strong follow-up skills and the ability to take ownership of assigned tasks through completion.
• Ability to collaborate closely with Enrolled Agents and follow case-specific directions..
• Ability to work independently in a fast-paced environment while meeting deadlines.
• Knowledge of IRS and state tax documentation is a plus; additional training will be provided.

WHAT WE OFFER

• Medical, Dental, and Vision Insurance (starting after 60 days)
• Paid Time Off
• 401(k) retirement plan with company match
• Professional Development Program to support your growth
• Access to our on-site gym and gaming lounge
• Catered team lunches every Friday
• Fun and energizing quarterly company outings

ABOUT US

At TaxRise, our mission is simple yet impactful: to revolutionize the way taxpayers navigate their tax challenges. We believe in the power of lifting others up, and that's the driving force behind everything we do.

When you join us, you're not just becoming part of a company; you're joining a movement. We're a team that thrives on celebrating successes and making a genuine impact on people's lives.

We're proud to be the fastest-growing company in our industry, and we're on the lookout for exceptional individuals to help us continue our journey of transformation.

If you're ready to bring your unique talents and innovative spirit to a company where your work truly matters, TaxRise is the place to be. Join us and be part of a team that’s reshaping the future of tax resolution.

OUR COMMITMENT

At TaxRise, we’re proud to be an equal opportunity employer. We know that a world-class culture stems from the diversity and talent of our team. We provide equal employment opportunities (EEO) to all without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable law.

TaxRise is also committed to ensuring equal opportunity in employment for qualified persons with disabilities. If you require any reasonable accommodation throughout the recruiting process, please let your recruiter know.

California Applicants

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