Job Details

A bit about us:

We are a full-service tax firm focused on solving tax problems for individuals and small business owners. We have an entire team of licensed tax practitioners that includes enrolled agents, CPAs, tax analysts, accredited tax advisers, and tax lawyers. We are licensed nationally so we can help you no matter where you're located. To date, our tax specialists have settled over $500 million in tax debts to the IRS and state taxing authorities.

Why join us?

We are deeply committed to our work and ensuring outstanding client service remains our utmost priority. We offer our highly-respected staff the following:

• Comprehensive medical, dental, and vision plans and other insurance plans.
• Retirement savings plan with company match.
• Work/Life balance.
• Opportunities for personal and professional development.
• Supportive and collaborative work environment.

Job Details

Job Overview:

As a Case Manager, you will serve as the main point of contact for our tax resolution clients, working closely with our Tax Professionals. Your role involves ensuring clients remain informed, have all necessary documentation, and stay compliant with tax requirements. Acting as a liaison between clients and Tax Professionals, you will provide essential case details, facilitate document collection, perform case analyses, and support the development of effective tax resolution strategies.

Key Responsibilities:

• Gather, review, and verify the accuracy of client documents and financial information.
• Managing a portfolio of financial cases, ensuring they are handled efficiently and effectively.
• Providing exceptional customer service and resolving any issues or inquiries from clients promptly and professionally.
• Collaborating with Tax Professionals to ensure all client needs are met.
• Developing and implementing case management plans, and monitoring their progress.
• Documenting all case information accurately, ensuring all data is kept confidential.
• Identifying opportunities for process improvements and making recommendations for change.
• Participating in regular training and development sessions to enhance job skills and knowledge.

Qualifications:

• A minimum of 2+ years of experience in a case management role within a law or tax firm.
• Proven experience in customer service with a strong ability to resolve client issues effectively.
• Excellent communication skills, both written and verbal.
• Strong organizational skills with a keen eye for detail and the ability to manage multiple cases simultaneously.
• Strong problem-solving skills with the ability to think strategically and make sound decisions.
• A team player with the ability to work collaboratively with others to achieve common goals.
• Excellent time management skills.
• Basic proficiency in Microsoft Excel and Word and case management software.

** This position sits in the company's Encino office and requires a daily in-office presence.

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.