Case Managers

Job Description

Job Description

New Gig Solutions is partnering with a rapidly growing firm specializing in tax resolution, firm committed to helping individuals and businesses navigate complex tax issues.

Our client is dedicated to providing personalized solutions and exceptional client service. As part of their expansion, they are seeking a motivated Case Manager to join their dynamic team.

Job Summary :

As a Case Manager for our client Tax Resolution department, you will play a crucial role in assisting clients with resolving their tax-related challenges.

This position is ideal for someone with 1-3 years of experience in tax resolution, client services, or a related field, who is passionate about helping clients achieve successful outcomes.

An Enrolled Agent (EA) certification is not required but is a plus.

Key Responsibilities :

• Manage a portfolio of client cases, guiding them through the tax resolution process from start to finish.
• Gather and organize necessary documentation and financial information from clients to support their cases.
• Collaborate with tax professionals to develop strategies for resolving clients' tax issues, including offers in compromise, installment agreements, and penalty abatements.
• Serve as the primary point of contact for clients, providing regular updates on case status and answering any questions or concerns.
• Prepare and submit required documentation to the IRS or state tax authorities, ensuring compliance with all deadlines and procedural requirements.
• Monitor case progress, follow up with tax authorities as needed, and ensure timely resolution of cases.
• Maintain accurate records of all client interactions and case activities in our case management system.
• Assist with client onboarding and case setup, ensuring a smooth transition into the resolution process.
• Participate in team meetings and contribute to the continuous improvement of our case management processes.

Qualifications :

• 1-3 years of experience in tax resolution, client services, or a related field.
• Strong understanding of tax resolution processes, including offers in compromise, installment agreements, and penalty abatements.
• Excellent organizational skills with the ability to manage multiple cases simultaneously.
• Strong communication skills, both written and verbal, with a focus on client service.
• Detail-oriented with the ability to analyze and interpret financial information.
• Proficiency in using case management software and MS Office Suite.
• Ability to work independently and as part of a team.
• A proactive approach to problem-solving and a strong sense of responsibility.

Preferred Qualifications :

• Familiarity with IRS and state tax authority procedures.
• Experience working in a fast-paced, client-focused environment.

Benefits :

• Competitive salary and performance-based bonuses.
• Comprehensive health, dental, and vision insurance.
• 401(k) plan with company match.
• Paid time off and holidays.
• Opportunities for professional development and career advancement.
29 days ago