Experienced Tax Resolution Case Manager

Nationwide Tax Advocates•Anaheim, CA

6d•Onsite

About The Position

Nationwide Tax Advocates is a rapidly growing tax resolution firm specializing in helping individuals and businesses resolve complex IRS and State tax problems. We are looking for an experienced Tax Resolution Case Manager who is ready to take the next step in their career and become part of a professional, high-energy team. If you already have experience in the tax resolution industry, understand IRS transcripts and compliance, and want an opportunity to grow with a company—not simply work another case-management job—we want to meet you. This is more than a case-management position; we are looking for someone who wants to build a career in the tax resolution industry. The right candidate can grow into increased responsibilities, senior case-management roles, leadership, and other opportunities within our organization.

Requirements

Tax Resolution Industry Experience is REQUIRED.
Hands-on experience working with tax resolution cases.
2+ years of Tax Resolution Case Management experience preferred.
Experience communicating with the IRS and/or State Tax Agencies.
Experience obtaining and reviewing IRS transcripts.
Understanding of IRS collections and compliance procedures.
Familiarity with IRS Power of Attorney procedures.
Experience working with tax resolution documentation and financial information.
Ability to manage multiple cases and deadlines simultaneously.
Strong attention to detail.
Excellent verbal and written communication skills.
Strong organization and time-management skills.
Ability to work independently while also being a strong team player.
Professional phone presence and client-service skills.
Computer proficiency with Microsoft Office, Outlook, CRM/database systems, and other office software.
Ability to work in a fast-paced, high-volume environment.

Nice To Haves

Bilingual English/Spanish is a PLUS.
Takes ownership of their cases.
Doesn't need to be micromanaged.
Is organized and detail-oriented.
Knows how to prioritize.
Can handle a busy caseload without becoming overwhelmed.
Communicates professionally with clients.
Works well with Attorneys, EAs, CPAs, and coworkers.
Is willing to learn and take on additional responsibility.
Wants to advance rather than remain in the same position indefinitely.
Takes pride in helping clients solve serious tax problems.

Responsibilities

Manage and prioritize a high volume of active tax resolution cases.
Communicate directly with clients regarding case status, documentation, deadlines, and next steps.
Contact the IRS and State Tax Agencies to obtain and verify account information.
Request, review, and analyze IRS transcripts, including Account, Wage & Income, and other applicable transcripts.
Prepare, update, and maintain IRS and State Power of Attorney documents.
Review client financial information and supporting documentation.
Assist with preparation and review of financial statements.
Monitor case deadlines and ensure required actions are completed timely.
Respond to IRS and State notices and correspondence.
Work closely with Attorneys, Enrolled Agents, CPAs, tax preparers, and other members of the legal team.
Identify potential case issues and escalate complex matters when necessary.
Maintain accurate and detailed case notes.
Keep client files organized and up to date.
Upload, scan, and manage documentation using company systems.
Follow internal case-management procedures and quality-control standards.
Provide professional, knowledgeable, and compassionate customer service.
Communicate with clients by phone, email, and other company-approved communication channels.