TaxRise · 1 month ago
Case Manager
Irvine, CA
Full-time
Onsite
New Grad, Entry Level
$20/hr - $22/hrTaxRise is a company focused on providing innovative tax relief services to individuals and families in financial uncertainty. The Client Case Manager will be responsible for managing client cases, gathering necessary documents, and ensuring effective communication throughout the process.
ConsultingFinancial ServicesLegalProfessional ServicesTax ConsultingTax Preparation
Responsibilities
Request and gather required tax-related documents from clients via email, phone, or online portals
Review submitted documents for accuracy and completeness, ensuring compliance with internal standards
Identify missing or incomplete information and follow up with clients promptly
Serve as the primary point of contact for clients during the document collection process
Provide clear instructions and guidance to clients on required documentation
Respond to client inquiries regarding document submission timelines and requirements
Problem-solving skills to address client concerns regarding documentation requirements
Accurately update the Customer Relationship Management (CRM) system with detailed notes on client interactions, document submissions, and case progress
Monitor tasks and deadlines within the CRM system to ensure timely follow-up and completion of all client-related activities
Regularly review open tasks or pending deadlines to ensure cases are moving forward efficiently
Customer service expertise with a focus on building strong client relationships
Problem-solving skills to address client concerns regarding documentation requirements
Track the status of document submissions to ensure all materials are received before deadlines
Coordinate with internal teams to move client cases to the next stage once documents are approved
Monitor progress and communicate updates with both clients and internal staff
Assist in preparing engagement letters, tracking client deliverables, and maintaining accurate records
Collaborate with other departments to improve processes and enhance the client experience
Qualification
Required
Previous experience in document coordination, loan processing, or a similar administrative role
Strong organizational skills with attention to detail and the ability to prioritize tasks effectively
Excellent written and verbal communication skills
Proficiency in using CRM systems or document management tools
Ability to work independently in a fast-paced environment while meeting deadlines
Customer service expertise with a focus on building strong client relationships
Problem-solving skills to address client concerns regarding documentation requirements
Preferred
Tax-related experience is a plus
Familiarity with tax software is a bonus
Knowledge of tax relief processes is a plus, though training will be provided
Benefits
Medical, Dental, and Vision Insurance (starting after 60 days)
Paid Time Off
401(k) retirement plan with company match
Professional Development Program to support your growth
Access to our on-site gym and gaming lounge
Catered team lunches every Friday
Fun and energizing quarterly company outings
Company
TaxRise
TaxRise provides tax consulting and tax preparation services.
Founded in 2017
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Sam Abdullah
Founder and CEO
Recent News
2025-04-14
2022-06-07
2022-06-07
Company data provided by crunchbase