Case Manager

Guardian TaxIrvine, CA
$22 - $24Onsite

About The Position

Guardian Tax is seeking a motivated, detail-oriented Case Manager who brings professionalism, empathy, and strong communication to every client interaction. If you thrive in a fast-paced environment and take pride in being a dependable point of contact, this is a great opportunity to join a collaborative, results-driven team. Make a meaningful impact by helping clients resolve challenging financial situations. Work in a team-focused office environment with shared goals and wins. Opportunities for growth through ongoing training and leadership support. Collaborative culture with experienced professionals.

Requirements

  • Minimum of 6 months of experience in case management required
  • Strong communicators with a client-focused approach
  • Highly organized with the ability to manage multiple tasks
  • Comfortable learning and using new systems
  • Positive, coachable, and team-oriented

Responsibilities

  • Manage a portfolio of client cases from onboarding through completion
  • Provide consistent communication, updates, and high-quality client support
  • Partner with enrolled agents and compliance teams to move cases forward
  • Handle multiple priorities in a high-volume, deadline-driven environment
  • Meet monthly performance targets while maintaining client satisfaction

Benefits

  • Bonus potential
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