Alleviate Tax · 2 hours ago
Resolution Case Manager ( Tax Resolution)
Irvine, CA
Full-time
Onsite
Entry Level
$26/hr - $28/hr
1+ years expAlleviate Tax is a rapidly growing tax resolution/preparation firm recognized for its ethical standards and workplace culture. They are seeking a self-motivated Resolution Case Manager to serve as the primary contact between clients and tax professionals, managing a heavy load of client files and ensuring high-quality customer service.
Financial Services
Responsibilities
Using our software to keep track of and obtain various forms, documents and records from our clients, to be submitted to Tax Professionals
Manage a heavy load (300-500) of clients and their files
Communicate with clients and Tax Professionals in a helpful manner with a priority on customer service
Assist clients with completing IRS forms
Constant phone and email follow up (contacting every client at least once every 2 weeks)
Submit a minimum of 15 closes per month for case closure/resolution
Grasp and become proficient on IRS and state tax knowledge
Qualification
Required
Ability to work 8-hour shift Monday- Friday 8:00AM-5:00PM
1+ year working in administration, customer service, financial services (preferred)
Tax Resolution preferred but not required
Proficient and easily adaptable to CRM software and computer systems
Excellent communication skills, written and verbal
Passionate Customer Service skills
Work in a fast-paced environment
Benefits
Medical, Dental, Vision after 60 days of employment
PTO, Holiday Pay 401K Matching
Growth Opportunities
Fun, lively work environment
Beautiful office location
Dental insurance
Flexible schedule
Health insurance
On-site gym
On-the-job training
Paid sick time
Paid time off
Referral program
Vision insurance
Company
Alleviate Tax
Alleviate Tax LLC is a company which helps reach a tax relief agreement with the IRS.
201-500 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase