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

Anaheim Hills, CA | Full-Time | Nationwide Tax Advocates

At Nationwide Tax Advocates, we help individuals and businesses resolve IRS and State tax issues through proven tax relief solutions and exceptional client service. We are a fast-growing, highly rated tax resolution firm seeking experienced and motivated Tax Resolution Case Managers to join our team.

If you have prior tax resolution industry experience, enjoy helping people, thrive in a fast-paced environment, and want an opportunity for long-term growth, we want to hear from you.

Why Join Our Team?

• Competitive pay based on experience.
• Career growth opportunities within the company.
• Work alongside Attorneys, Enrolled Agents, and CPAs.
• Supportive and energetic team environment.
• High-volume, fast-paced workplace with advancement potential.
• Opportunity to make a real impact helping clients resolve serious tax issues.

Responsibilities

• Manage and prioritize a large volume of tax resolution cases.
• Communicate directly with clients regarding case updates and documentation needs.
• Contact the IRS and State Tax Agencies to verify account information and compliance status.
• Request and review IRS transcripts, wage & income transcripts, and account records.
• Prepare and update IRS and State Power of Attorneys.
• Prepare and review financial statements and supporting documentation.
• Work closely with Attorneys, Enrolled Agents, CPAs, and tax preparers toward case resolution.
• Analyze client financial situations and elevate complex matters when necessary.
• Respond to IRS and State notices to help protect client accounts.
• Maintain detailed case notes and organize client files accurately.
• Scan, upload, and manage documentation within company software systems.
• Provide excellent customer service both over the phone and in person.

Qualifications

• Previous experience in the Tax Resolution industry REQUIRED.
• Experience handling IRS compliance calls and transcript analysis REQUIRED.
• Strong understanding of IRS procedures and tax resolution workflows.
• Ability to multitask and manage heavy caseloads efficiently.
• Excellent communication and organizational skills.
• Strong attention to detail and ability to work independently.
• Comfortable speaking with clients throughout the day.
• Professional and customer service-oriented attitude.
• Computer proficiency including Microsoft Office, Outlook, and CRM/database systems.
• Bilingual English/Spanish is a plus.

Ideal Candidate

The ideal candidate is dependable, motivated, organized, and thrives in a high-energy environment. We are looking for someone who can think critically, move quickly, and genuinely cares about helping clients through difficult tax situations.

Job Type: Full-time

Pay: $19.00 - $26.00 per hour

Benefits

• On-the-job training.
• Paid training.

Experience

• Tax Resolution Case Management: 2 years (Required).

Ability to Commute

• Anaheim Hills, CA 92808 (Preferred).

Ability to Relocate

• Anaheim Hills, CA 92808: Relocate before starting work (Required).

Work Location: In person