Tax Resolution Case Manager — In-Office Growth Path

Nationwide Tax Advocates; Anaheim (CA); On-site; USD 28,000 - 34,000; Full time

Benefits offered by this job

On-the-job training

Paid training

Career growth opportunities

In-person work

Job summary

Nationwide Tax Advocates in Anaheim Hills, CA is seeking an experienced Tax Resolution Case Manager for a full-time in-office role. You will manage a high volume of active cases, coordinate with clients and agencies, and prepare IRS/State documents to support resolutions.

Ideal candidates have at least 2 years in tax resolution case management, strong communication skills, and experience handling IRS transcripts.

Qualifications

• Tax Resolution Industry Experience is REQUIRED.
• 2+ years of Tax Resolution Case Management experience preferred.
• Experience communicating with the IRS and/or State Tax Agencies.
• Experience obtaining and reviewing IRS transcripts.
• Understanding of IRS collections and compliance procedures.
• Familiarity with IRS Power of Attorney procedures.

Responsibilities

• Manage and prioritize a high volume of active tax resolution cases.
• Communicate directly with clients regarding case status, documentation, deadlines, and next steps.
• Contact the IRS and State Tax Agencies to obtain and verify account information.
• Request, review, and analyze IRS transcripts, including Account, Wage & Income, and other applicable transcripts.
• Prepare, update, and maintain IRS and State Power of Attorney documents.
• Review client financial information and supporting documentation.
• Assist with preparation and review of financial statements.
• Monitor case deadlines and ensure required actions are completed timely.
• Respond to IRS and State notices and correspondence.
• Work closely with Attorneys, Enrolled Agents, CPAs, tax preparers, and other members of the legal team.
• Identify potential case issues and elevate complex matters when necessary.
• Maintain accurate and detailed case notes.
• Keep client files organized and up to date.
• Upload, scan, and manage documentation using company systems.
• Follow internal case-management procedures and quality-control standards.
• Provide professional, knowledgeable, and compassionate customer service.
• Communicate with clients by phone, email, and other company-approved communication channels.

Skills

Tax resolution experience

IRS transcripts knowledge

Multitasking

Communication skills

Tools

Microsoft Office

CRM software

Job description

Nationwide Tax Advocates in Anaheim Hills, CA is seeking an experienced Tax Resolution Case Manager for a full-time in-office role. You will manage a high volume of active cases, coordinate with clients and agencies, and prepare IRS/State documents to support resolutions.

Ideal candidates have at least 2 years in tax resolution case management, strong communication skills, and experience handling IRS transcripts.