Tax Case Manager - Guardian Tax
Irvine, CA
About the Job
Ready to dive into the world of tax management? If you're passionate about numbers, thrive in a fast-paced environment, and love unraveling the mysteries of tax codes, this is the opportunity for you. Get ready to embark on a thrilling journey where every day brings new challenges and opportunities to showcase your skills. Join us and let's conquer the world of taxes together!
What Awaits You:
Imagine a role where every day brings new challenges, and you get to be the superhero helping clients navigate settlement offers, set up payment plans, and shield them from IRS audits! As a Client Care Representative, you'll be the maestro orchestrating the resolution symphony, ensuring a harmonious experience for both our clients and your career.
Responsibilities:
- As a Case Manager, your job is to be the primary point of contact between the Client and Tax Professionals.
- Your caseload will consist of resolution and tax prep files.
- Assist in screening and verifying and gathering required documentations for the applicable service.
- Notating details summaries of all communications with clients.
- Manage a heavy caseload of (300-400)
- Communicate with clients and Tax Professionals in a helpful manner with a priority on customer service
- Constant phone and email follow up (contacting every client at least once every 14 days )
- Excellent organizational time management written and communication skills, Strong listening skills with the ability to understand and influence people.
- Submit a minimum of 10 closes per month for case closure
- 2 hours talk time minimum a day (3-4 hours preferred)
What we're looking for:
- Tech Titan: Command G Suite and Microsoft Office like a wizard, with a knack for CRM systems.
- Communication Champion: Your written and verbal skills are so sharp; they could cut through red tape.
- Time Maestro: Juggle multiple tasks, prioritize like a pro, and keep things moving at a pace that would make Flash jealous.
- Jammin' Workspace: Enjoy a daily soundtrack of good music to keep those productivity vibes flowing.
- Expertise: 6 months to1 year of experience as a CM is a plus but not required. NO EXPERIENCE is encouraged to apply.
Perks That Spark Joy:
- Game On: Break time is game time! Ping Pong, pool, foosball—because we believe in working hard and playing even harder.
- Music Magic: Let the beats fuel your day, creating an ambiance that's as upbeat as your career trajectory.
- Free gym membership: Your physical health matters! Take advantage of this perk to help you stay in tune with your mind and body.
- Office Oasis: Enjoy our indoor/outdoor game room—because sometimes, a game of Ping Pong or foosball is the perfect break from saving the day
- Benefits: Dental, Medical, vision Insurance
- Bonus pay