Case Manager

Guardian Tax • Irvine, CA

3d • Onsite

About The Position

Guardian Tax is looking for a reliable, detail-focused Case Manager to join our growing team. This role is ideal for someone who communicates clearly, stays organized under pressure, and takes ownership of client relationships from start to finish. You’ll play a key role in supporting clients through their resolution process while working closely with internal teams to keep cases moving efficiently.

Requirements

• Strong communication and customer service skills
• Organized and able to manage multiple active cases
• Comfortable learning new systems and workflows
• Positive attitude, coachable mindset, and team focus

Nice To Haves

• Tax relief or case management experience is preferred

Responsibilities

• Manage a portfolio of client cases from onboarding through completion
• Maintain consistent communication and provide status updates to clients
• Coordinate with enrolled agents and internal compliance teams
• Track case progress and ensure deadlines are met
• Balance multiple priorities in a high-volume environment
• Support overall client satisfaction while meeting performance goals

Benefits

• Help clients navigate complex financial situations and work toward resolution
• Join a collaborative, team-driven office with shared goals and accountability
• Ongoing training and support from experienced leadership
• Opportunity to develop within a fast-growing organization
• Competitive hourly pay
• Bonus opportunities based on performance

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed