What are the responsibilities and job description for the Case Manager position at Guardian Tax?
Why You'll Love This Role:
As a Case Manager, you'll be at the heart of client interactions, guiding them through settlement offers, payment plans, and tax resolutions. You'll be the bridge between clients and tax professionals, ensuring a smooth and stress-free experience while sharpening your skills in tax management.
Your Key Responsibilities:
Client Champion Manage a caseload of resolution and tax prep files, assisting clients with documentation and follow-ups.
Communication Pro Maintain regular contact with clients via phone and email, ensuring they're always in the loop.
Case Management Expert Keep detailed records of all client interactions, staying on top of deadlines and progress.
Efficiency Star Handle a caseload of 200-300 clients while maintaining excellent customer service and prioritizing tasks effectively.
Results-Driven Closer Target at least 15 case closures per month, with a focus on proactive client engagement (minimum of 2 hours of daily talk time, 3-4 hours preferred).
What We're Looking For:
Tech-Savvy Comfortable with G Suite, Microsoft Office, and CRM systems.
Strong Communicator Exceptional written and verbal skills.
Time Management Wizard Ability to multitask and keep everything on track.
Positive and Driven Thrives in a supportive and energetic workplace.
Experience 6 months to 1 year in a Case Manager role is a plus, but not required. No experience? No worries! We'll provide the training you need.
Perks That Make a Difference:
Game Time Enjoy Ping Pong, pool, and foosball during your breaks.
Music-Powered Workplace We keep the energy up with great tunes throughout the day.
Wellness Perks A free gym membership to keep you at your best.
Office Escape Indoor/outdoor game room for when you need a reset.
Comprehensive Benefits Medical, dental, vision insurance, plus bonus pay.
Salary : $18 - $24
