Case Manager - Tax Resolution

Case Manager – Tax Resolution

Location: Costa Mesa, CA
Position Type: In Office
Schedule: Full Time | 8 Hour Shifts
Compensation: Based on Experience + Performance Incentives

About Us

Five Star Tax is a fast growing tax resolution firm focused on helping individuals and businesses resolve IRS and state tax issues. We pride ourselves on strong systems, client communication, and delivering real results through structured processes and accountability.

We are looking for a highly organized and client focused Case Manager to help guide clients from onboarding through resolution.

Responsibilities

• Manage client files from onboarding through case completion
• Serve as the main point of contact between clients, Tax Pros, IRS processes, and internal departments
• Conduct Welcome Calls and Review of Records (ROR) calls
• Gather and review required resolution documents including 433-F, income verification, and bank statements
• Track client progress inside CRM and maintain detailed case notes
• Follow up with clients on pending items and keep files moving forward
• Identify urgent IRS notices such as levies, garnishments, Revenue Officer cases, and CDP deadlines
• Coordinate with Tax Professionals for resolution strategy and next steps
• Ensure proper status management and task completion inside Logics CRM

Preferred Experience

• Tax relief, tax resolution, or IRS collections experience preferred
• Case management, legal case handling, mortgage, or financial services background
• Familiarity with IRS programs such as OIC, CNC, IA, and Penalty Abatement
• Experience with Logics CRM or Salesforce is a plus

Required Skills

• Strong organization and follow through
• Excellent client communication
• Attention to detail
• Ability to manage multiple active files
• Professional phone etiquette
• Strong note taking and documentation
• Basic computer and CRM skills

Pay: $23.00 - $26.00 per hour

Benefits:

• Dental insurance
• On-the-job training
• Paid sick time
• Paid time off
• Paid training

Work Location: In person