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Case Manager (Tax Resolution)

Fresh Tax Solutions
Santa Ana, CA Full Time
POSTED ON 2/8/2025
AVAILABLE BEFORE 4/28/2025

Join the FreshTax Team as a Case Manager!

FreshTax is a rapidly growing tax resolution and preparation firm on a mission to transform the tax resolution industry. Additionally, we’ve been honored as a Top Workplace in Orange County for two consecutive years, reflecting our exceptional company culture.

At FreshTax, we love our clients and value our team members. We foster a culture of collaboration, positivity, and growth, and we’re looking for passionate and motivated Case Managers to join our team and make a real difference.

Why FreshTax?

  • Collaborative Culture : Work in an environment where teamwork and support are the foundations of success.
  • Industry Recognition : Be part of a company celebrated for workplace excellence.
  • Growth Opportunities : FreshTax is expanding rapidly, offering room for advancement.

Position Overview :

As a Case Manager, you’ll serve as the primary point of contact between clients and the tax professionals handling their cases. Your goal is to ensure every client receives the care and expertise they need for a fresh start.

Responsibilities :

  • Use company software to track, manage, and collect forms, documents, and records from clients for submission to tax professionals.
  • Manage a high-volume caseload (300-500 clients) with attention to detail and organization.
  • Communicate with clients and tax professionals, ensuring exceptional customer service at all times.
  • Assist clients in completing IRS forms and provide regular updates to keep them informed.
  • Maintain consistent follow-ups via phone and email, contacting clients at least every two weeks.
  • Submit a minimum of 15 case closures / resolutions per month.
  • Develop a working knowledge of IRS and state tax procedures.
  • Requirements :

  • Ability to work full-time (Monday-Friday, 8 : 00 AM - 5 : 00 PM).
  • 1 year of experience in administration, customer service, or financial services (tax resolution experience preferred).
  • Proficiency with CRM software and the ability to adapt to new systems.
  • Excellent written and verbal communication skills.
  • Strong organizational skills and the ability to thrive in a fast-paced environment.
  • A customer-focused mindset with a passion for providing outstanding service.
  • Spanish language skills are a plus.
  • Compensation and Benefits :

  • Hourly Pay : $19.00 - $24.00 / hour (based on experience), plus performance bonuses.
  • Benefits :
  • Sick time off and holiday pay.
  • 401(k) matching.
  • Referral program and growth opportunities.
  • Work Environment :
  • Fun, lively atmosphere.

  • Beautiful office location.
  • Ready to Make an Impact?

    If you’re a self-motivated, hardworking individual ready to hit the ground running, we’d love to hear from you. FreshTax is hiring 5-6 Case Managers immediately. Don’t miss this opportunity to grow your career with a company that values integrity, collaboration, and client success.

    Apply Now!

    FreshTax is an equal employment opportunity employer and values diversity in the workplace.

    Salary : $19 - $24

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