Talent.com
Case Manager - Tax Resolution

Case Manager - Tax Resolution

JobotLos Angeles, CA, US
job_description.job_card.variable_days_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
job_description.job_card.job_description

Join a growing tax firm as a tax resolution case manager!

This Jobot Job is hosted by : Jeremy Pike

Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.

Salary : $60,000 - $80,000 per year

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.
  • Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.

    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, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

    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.

    Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com / legal.

    By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and / or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here : jobot.com / privacy-policy

    serp_jobs.job_alerts.create_a_job

    Case Manager • Los Angeles, CA, US

    Job_description.internal_linking.related_jobs
    • serp_jobs.job_card.promoted
    Tax Expert - Local

    Tax Expert - Local

    IntuitWESTLAKE VILLAGE, California, United States
    serp_jobs.job_card.full_time
    Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Experts in one of our new TurboTax locations across the United States on a ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    • serp_jobs.job_card.new
    Licensed Insurance Quoter

    Licensed Insurance Quoter

    VirtualVocationsHuntington Beach, California, United States
    serp_jobs.job_card.full_time
    A company is looking for an Insurance Quoter to provide accurate insurance quotes for various policies.Key Responsibilities : Review and analyze client information to determine appropriate coverag...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
    • serp_jobs.job_card.promoted
    Michigan Licensed Insurance Specialist

    Michigan Licensed Insurance Specialist

    VirtualVocationsOrange, California, United States
    serp_jobs.job_card.full_time
    A company is looking for an Insurance Specialist to work remotely in Michigan.Key Responsibilities Identify and verify the accuracy of financial, insurance, and demographic information for patien...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    California Licensed Claims Specialist

    California Licensed Claims Specialist

    VirtualVocationsPasadena, California, United States
    serp_jobs.job_card.full_time
    A company is looking for a Claims Specialist (PAWP).Key Responsibilities Adjust claims for assigned PAWP programs Build and maintain relationships with internal and external customers Investiga...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    California Licensed Claims Examiner

    California Licensed Claims Examiner

    VirtualVocationsOrange, California, United States
    serp_jobs.job_card.full_time
    A company is looking for a Workers Compensation Claims Examiner III (Temporary).Key Responsibilities Manage a caseload of 150 to 180 workers' compensation files, including complex claims Conduct...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Insurance Senior Specialist

    Insurance Senior Specialist

    VirtualVocationsNorwalk, California, United States
    serp_jobs.job_card.full_time
    A company is looking for an Insurance Sr.Specialist to manage complex accounts and support team operations remotely.Key Responsibilities Resolve complex accounts and act as a subject matter exper...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
    • serp_jobs.job_card.promoted
    Claims Specialist

    Claims Specialist

    VirtualVocationsSignal Hill, California, United States
    serp_jobs.job_card.full_time
    A company is looking for a Claims Specialist to manage complex claims and ensure timely resolution.Key Responsibilities Manage a large inventory of complex claims to evaluate compensability and l...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Medicare Claims Specialist

    Medicare Claims Specialist

    VirtualVocationsSignal Hill, California, United States
    serp_jobs.job_card.full_time
    A company is looking for a Medicare Specialist to manage and resolve aged medical claims for hospital or physician groups. Key Responsibilities Resolve cash generating accounts and review Medicare...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Tax Expert

    Tax Expert

    IntuitWESTLAKE VILLAGE, California, United States
    serp_jobs.job_card.full_time
    Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Experts in one of our new TurboTax locations across the United States on a ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Licensed Claims Adjuster

    Licensed Claims Adjuster

    VirtualVocationsSignal Hill, California, United States
    serp_jobs.job_card.full_time
    A company is looking for a Claims Adjuster to manage and resolve claims effectively.Key Responsibilities Analyze claims exposure and execute decision-making to resolve claims Interact with vario...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    • serp_jobs.job_card.new
    Stop Loss Claims Examiner

    Stop Loss Claims Examiner

    VirtualVocationsLong Beach, California, United States
    serp_jobs.job_card.full_time
    A company is looking for a Stop Loss Examiner.Key Responsibilities Manage a block of business and audit Stop Loss claims according to policy provisions Adjudicate claim reimbursements within spe...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
    • serp_jobs.job_card.promoted
    Senior Claims Examiner

    Senior Claims Examiner

    VirtualVocationsPasadena, California, United States
    serp_jobs.job_card.full_time
    A company is looking for a Senior Claims Examiner to adjudicate complex life insurance claims.Key Responsibilities Lead the adjudication of complex or contested life insurance claims Conduct tho...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    New York Licensed Claims Examiner

    New York Licensed Claims Examiner

    VirtualVocationsOrange, California, United States
    serp_jobs.job_card.full_time
    A company is looking for a Senior Claims Examiner I.Key Responsibilities Investigates and evaluates insurance claims through contact with involved parties Negotiates claims effectively to achiev...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Escrow Insurance Specialist

    Escrow Insurance Specialist

    Cathay Bank - HeadquartersRosemead, CA, United States
    serp_jobs.job_card.full_time
    Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success....serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Tax Expert - Onsite

    Tax Expert - Onsite

    IntuitWESTLAKE VILLAGE, California, United States
    serp_jobs.job_card.full_time
    Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Experts in one of our new TurboTax locations across the United States on a ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Seasonal Tax Expert - Local

    Seasonal Tax Expert - Local

    IntuitWESTLAKE VILLAGE, California, United States
    serp_jobs.job_card.full_time
    Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Experts in one of our new TurboTax locations across the United States on a ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    California Licensed Senior Claims Adjuster

    California Licensed Senior Claims Adjuster

    VirtualVocationsSignal Hill, California, United States
    serp_jobs.job_card.full_time
    A company is looking for a Senior Claims Adjuster Workers Compensation.Key Responsibilities Manage claims by analyzing exposure, planning actions, and resolving claims effectively Communicate ex...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Claims Examiner

    Claims Examiner

    VirtualVocationsSignal Hill, California, United States
    serp_jobs.job_card.full_time
    A company is looking for a Claims Examiner I.Key Responsibilities Process and adjudicate healthcare claims including medical, dental, vision, and mental health claims Conduct claims investigatio...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    • serp_jobs.job_card.new
    Pennsylvania Licensed Insurance Specialist

    Pennsylvania Licensed Insurance Specialist

    VirtualVocationsNorth Hollywood, California, United States
    serp_jobs.job_card.full_time
    A company is looking for an Insurance Enrollment Specialist.Key Responsibilities Maintains knowledge of the IntelliApp database and creates customized reports for insurance enrollment Maximizes ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
    • serp_jobs.job_card.promoted
    Insurance Specialist - Michigan Licensed

    Insurance Specialist - Michigan Licensed

    VirtualVocationsFullerton, California, United States
    serp_jobs.job_card.full_time
    A company is looking for an Insurance Specialist to manage financial and insurance information for patients.Key Responsibilities Verify the accuracy and completeness of financial and insurance in...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30