Tax Resolution Case Manager
We are a nationwide tax resolution firm located in Costa Mesa CA . We need qualified individuals who have already worked in the tax resolution industry.
The Case Manager position is full time and requires a self motivated individual who can work quickly and accurately. This is a fast-paced environment and needs someone who can multitask. Must be a customer service focused individual who is smart and learns quickly.
United Tax Defense is on a mission to change tax resolution! Management and team lead positions are available.
Overview of Role and Responsibilities:
- Serve as the main point of contact between our clients and the Tax Professionals.
- Communicate with clients regularly to provide case updates and ensure a healthy and positive client relationship.
- Examine client accounts for necessary documents for Tax Professional review.
- Manage escalations effectively over the phone.
- Manage a large pipeline and prioritize cases depending on the complexity and quantity with attention to detail.
Perks and Benefits:
We pay every Friday.
Paid training.
Opportunities for career advancement/ Management/ lead positions are available.
High rise office building.
A fun and energetic atmosphere, complimented with music.
Electric Stand up desk.
What We Offer:
Above market base during orientation period.
Cash bonuses, Sick pay, PTO, paid holidays, and matching 401k.
Excellent medical, dental and vision benefits.
Paid, industry-leading training and education.
Compensation
Job Type: Full-time
Pay: $23.00 - $28.00 hour
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Work setting:
Experience:
- Customer service: 1 year (Preferred)
Ability to Commute:
- Costa Mesa, CA 92626 (Preferred)
Ability to Relocate:
- Costa Mesa, CA 92626: Relocate before starting work (Required)
Work Location: In person
Job Type: Full-time
Pay: $23.00-$28.00 per hour
Schedule:
- 8 hour shift
- Day shift
- Monday to Friday
Ability to Commute:
- Costa Mesa, CA 92626 (Required)
Job Type: Full-time
Pay: $23.00 - $28.00 per hour
Expected hours: 40 per week
Benefits:
Experience level:
Schedule:
Experience:
- Customer service: 1 year (Preferred)
Ability to Commute:
- Costa Mesa, CA 92626 (Preferred)
Ability to Relocate:
- Costa Mesa, CA 92626: Relocate before starting work (Required)
Work Location: In person