We are a nationwide tax resolution firm located in the San Fernando Valley. We need qualified individuals who have already worked in the tax resolution industry.
Currently we are looking for a Case Manager with tax resolution experience, bilingual a plus but not necessary.
Join our dynamic tax resolution team! We’re seeking a detail-oriented Case Manager to assist clients in navigating their tax issues. Ideal candidates will have strong communication skills, a background in tax or finance, and a passion for helping others. Communicating with clients should not be a chore, but a desire and a passion to escalate the client’s optimal customer experience.
Key Responsibilities:
Manage client cases from start to finish
Analyze tax situations and develop tailored resolution strategies
Communicate with clients and gather proper documentation from clients
Be able to make a significant number of outbound calls to clients
Initiate new client contact by making Welcome Calls and setting follow up tasks
Qualifications:
Experience in tax resolution, accounting, or finance preferred
Excellent problem-solving and interpersonal skills
Strong organizational abilities
Compensation: $20-25 per hour plus bonuses, full time needed, no remote work.