Tax Resolution Case Manager — Growth, Team-Collab, In-Office

Jobot; Los Angeles (CA); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Comprehensive medical, dental, and vision plans

Retirement savings plan with company match

Opportunities for personal and professional development

Supportive and collaborative work environment

Job summary

A growing tax firm in Los Angeles is seeking a Case Manager to act as the main point of contact for clients in tax resolution. This role requires gathering and verifying client documentation and providing exceptional customer service. Candidates should have at least 2 years of experience in case management within a law or tax firm and strong communication skills. The position requires in-office presence, promoting a collaborative work environment with comprehensive benefits including health plans and retirement savings.

Qualifications

• Minimum 2 years experience in case management within a law or tax firm.
• Proven customer service experience with effective issue resolution.
• Ability to manage multiple cases with strong problem-solving skills.

Responsibilities

• Ensure clients are informed and compliant with tax requirements.
• Gather and verify accuracy of client documents.
• Provide exceptional customer service and handle client inquiries.

Skills

Customer service

Communication skills

Organizational skills

Problem-solving skills

Time management

Tools

Microsoft Excel

Microsoft Word

Case management software

Job description

A growing tax firm in Los Angeles is seeking a Case Manager to act as the main point of contact for clients in tax resolution. This role requires gathering and verifying client documentation and providing exceptional customer service. Candidates should have at least 2 years of experience in case management within a law or tax firm and strong communication skills. The position requires in-office presence, promoting a collaborative work environment with comprehensive benefits including health plans and retirement savings.