Case Manager
$60,000 - $80,000 per year
We are seeking an experienced Case Manager to join our team and help clients navigate their tax resolution process.
Responsibilities
- Manage client cases from initial consultation to resolution
- Coordinate with tax professionals and IRS representatives
- Maintain detailed case documentation and progress tracking
- Provide regular updates to clients on case status
- Ensure compliance with all tax regulations and company policies
- Analyze client financial situations and recommend appropriate solutions
Requirements
- Bachelor's degree in Business, Finance, or related field
- 2+ years of experience in tax resolution or financial services
- Strong organizational and communication skills
- Knowledge of IRS procedures and tax laws
- Ability to work under pressure and meet deadlines