Tax Relief Case Manager

TEKsystems•Costa Mesa, CA

9d•$60,000 - $60,000•Onsite

About The Position

This is a leading tax relief company dedicated to helping individuals and businesses resolve tax issues. We are looking for a Case Worker to assist clients in navigating the tax relief process and advocate on their behalf.

Requirements

IRSlogics
tax relief
tax resolution
case management
case worker
3+ years in case management or tax resolution (preferred).
Strong communication, organizational, and time management skills.
Proficiency in Microsoft Office and case management sof

Nice To Haves

Bachelor’s degree in business, finance, or a related field (not required, but preferred) (or equivalent experience)

Responsibilities

Client Management: Conduct consultations, gather financial documents, and assess eligibility for tax relief programs.
Communication & Support: Serve as the primary point of contact for clients, providing updates and guidance throughout the resolution process.
Collaboration: Work with legal and tax teams to develop strategies and submit necessary documentation to the IRS and state agencies.
Follow-up & Documentation: Ensure timely case follow-ups, track progress, and maintain accurate records.
Manage and supervise a team of other case workers