We are a fast-growing tax firm that has experienced significant, exponential growth. We take great pride in having serviced over 4,000 clients nationwide, with our single most important achievement being that every client is a happy client.
This is an exciting opportunity to join an established company. We are a tight-knit group and are looking for our next team player. If you like a dynamic, fast-paced working environment, this position is a perfect fit for you. We are looking for someone who wants to grow from within and develop a lifelong tax career as our business is ramping up.
Job Description: Are you a highly organized and detail-oriented individual with excellent communication skills and the ability to work under pressure? We're looking for a Tax Resolution Case Manager to join our team. No prior experience in tax resolution is necessary, but a background in the following industries would be a significant advantage: legal, financial, insurance, credit, bankruptcy, loans, collections, accounting, or tax preparation.
Key Responsibilities:
Manage a high call volume caseload, ensuring clients receive prompt and professional assistance
Communicate with clients to gather necessary financial and tax information
Liaise with Tax Attorneys, Enrolled Agents, and other tax professionals
Prepare and submit financial statements and other resolution documents
Maintain detailed records on our CRM and stay organized to meet strict deadlines
Handle client inquiries and concerns with empathy and professionalism
Desired Qualifications:
Strong attention to detail and organizational skills
Excellent written and verbal communication skills
Ability to work in a fast-paced environment and meet deadlines
Capacity to handle high call volumes and manage multiple cases simultaneously.
Strong interpersonal skills to effectively handle client interactions
Experience using CRMs and/or databases such as Logics, Salesforce, and Clio
We are an equal opportunity employer. We encourage applications from candidates of all backgrounds and experiences.
Benefits:
401(k)
401(k) matching
Dental insurance
Employee assistance program
Flexible schedule
Health insurance
Life insurance
Retirement plan
Vision insurance