Case Manager

TEKsystems•Costa Mesa, CA

10d•$60,000 - $60,000•Onsite

About The Position

Are you a detail‑driven professional who thrives on helping people navigate challenging financial situations? Do you enjoy leading a team, communicating with clients, and seeing cases through to successful resolution? If so, this opportunity could be a great fit. A fast‑growing tax relief company is seeking a Case Manager to support clients through the tax resolution process and oversee a small team of case workers. With sales volume rapidly increasing, we’re expanding our operations to meet demand and continue delivering top‑tier service.

Requirements

Bachelor’s degree in business, finance, or related field (preferred but not required)
3+ years of experience in case management or tax resolution (preferred)
Excellent communication, organizational, and time‑management skills
Proficiency in Microsoft Office and case management software
CRM experience strongly preferred

Nice To Haves

IRSLogics (strong preference)
IRS Solutions
Ledger CRM
PitBullTax

Responsibilities

Conduct client consultations and gather all necessary financial documentation
Assess eligibility for tax relief programs and explain available options
Serve as the primary point of contact, providing updates, guidance, and reassurance throughout the process
Work closely with internal tax and legal teams to develop effective resolution strategies
Prepare and submit documentation to the IRS and state agencies
Manage, mentor, and supervise a team of case workers
Support workflow, ensure deadlines are met, and maintain high-quality standards
Track progress, maintain accurate records, and ensure timely follow‑up on all cases