Case Manager (53515)

Title: Case Manager

Location: Encino, CA (on-site)

Status: Full-time position (40 hours/week)

Compensation: $75,000 - $80,000/yr w2 + Employee Benefits (Please note: Starting base pay amount is based on the extent of position-relevant experience)

About Tax Relief Helpers:

Tax Relief Helpers was established in 2010 and brings over 75 years of combined experience servicing our clients through a team of expert tax attorneys, CPAs, and IRS enrolled agents. We've helped countless individuals and businesses resolve tax debt issues, saving them millions of dollars in back taxes. Our team takes the reins, shielding you from the IRS's intimidating letters, threats of liens, and wage garnishment. We'll work tirelessly to stop these harassments, explore tax forgiveness programs, and ensure your back taxes are filed accurately.

Tax Relief Helpers is seeking a dedicated and detail-oriented Case Manager to join our team! If you have strong organizational skills, enjoy helping clients navigate complex processes, and are passionate about making a positive impact, this is the opportunity for you.

POSITION OVERVIEW:

As a Case Manager at Tax Relief Helpers, you will play a vital role in supporting clients through the tax resolution process. You’ll act as the primary point of contact for clients, ensuring they understand their options, gathering necessary documentation, and coordinating with internal teams to deliver effective solutions. This role requires excellent communication skills, problem-solving abilities, and a client-focused mindset.

KEY RESPONSIBILITIES:

• Serve as the primary liaison between clients and the company, guiding them through the tax resolution process.
• Assess client needs and provide personalized case management to ensure timely resolution of tax-related issues.
• Collect and review financial documents, forms, and other relevant materials from clients to support their cases.
• Collaborate with internal teams, including tax professionals and attorneys, to develop and implement customized solutions for clients.
• Maintain accurate and up-to-date client records in the company’s case management system.
• Monitor case progress and follow up with clients regularly to provide updates and ensure their concerns are addressed.
• Educate clients about tax relief options and advocate on their behalf with tax authorities, as needed.
• Ensure compliance with company policies and all regulatory requirements.

WE'RE LOOKING FOR CANDIDATES WHO ARE:

• Client-focused: You’re dedicated to delivering exceptional service and building strong relationships.
• Detail-oriented: You’re meticulous in handling documents and tracking case progress.
• Organized: You excel at managing multiple cases simultaneously and meeting deadlines.
• Problem-solvers: You enjoy identifying challenges and finding solutions that benefit clients.
• Team players: You collaborate effectively with colleagues and contribute to a positive work environment.