Case Manager – Tax Resolution
Guardian Tax•Irvine, CA
•Onsite
About The Position
Guardian Tax is hiring an experienced Case Manager to take ownership of client cases, provide clear guidance, and keep the process moving forward efficiently. This role is ideal for someone who is confident in their expertise, thrives in a fast-paced setting, and values being a reliable resource for both clients and team members.
Requirements
- Previous experience in case management
- Strong communication skills
- Excellent organizational skills and attention to detail
- Confidence using CRM systems and handling multiple workflows
- A professional, dependable, and team-oriented approach
Responsibilities
- Oversee cases from initial onboarding through final resolution
- Serve as the primary point of contact, keeping clients informed and setting clear expectations
- Coordinate with enrolled agents and internal teams to ensure steady case progress
- Stay organized while managing a high volume of active cases and deadlines
- Meet monthly goals while maintaining a high level of client satisfaction
Benefits
- Medical, dental, and vision coverage
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
