tax case manager

Tax Resolution

Remote | Full-Time | PST HoursWe are a growing tax resolution firm looking for an experienced Case Manager who can confidently handle cases from start to finish. This role is ideal for someone who understands IRS processes, can manage multiple cases efficiently, and is ready to grow into a supervisory position.Responsibilities<ul><li>Manage and oversee tax resolution cases from start to finish</li><li>Communicate with clients regarding case status and next steps</li><li>Collect and review financial documents (433-A/B, etc.)</li><li>Coordinate with Enrolled Agents and internal teams</li><li>Ensure all case timelines, filings, and compliance requirements are met</li><li>Maintain accurate records in CRM systems</li></ul>Requirements<ul><li>Proven experience in tax resolution (required)</li><li>Strong understanding of IRS processes and documentation</li><li>Excellent organization and case management skills</li><li>Ability to handle multiple cases simultaneously</li><li>Strong communication and client management skills</li></ul>Preferred<ul><li>Experience in a tax resolution firm</li><li>Familiarity with CRM systems (Logics is a plus)</li><li>Spanish-speaking is a plus</li></ul>What We Offer<ul><li>Competitive compensation</li><li>Consistent case flow</li><li>Structured systems and support</li><li>Growth opportunities</li></ul>ApplySubmit your resume through Indeed. Qualified candidates will be contacted for an interview.Pay: $20.00 - $25.00 per hourWork Location: Remote

Tax Resolution Case Manager

Guardian Tax

<div><h2 class="jobSectionHeader">Case Manager &ndash; Tax Resolution</h2>
Guardian Tax is seeking an experienced Tax Resolution Case Manager who can confidently manage cases, support clients, and keep workflows moving efficiently&mdash;all while contributing to a positive, team-focused office environment. If you enjoy being the steady, knowledgeable point of contact clients rely on, you'll love it here.
This is a fast-paced, in-office position where your expertise is valued, your input matters, and your performance is recognized.
<h3 class="jobSectionHeader">Why Join Guardian Tax?</h3>
<ul><li>Make a Real Difference &ndash; Help clients navigate complex tax issues and reach meaningful resolutions
</li><li>Positive, High-Energy Culture &ndash; Collaborative team environment with music, celebrations, and weekly team lunches
</li><li>Career Growth Opportunities &ndash; Ongoing training, leadership support, and clear advancement paths
</li><li>Team-Oriented Workplace &ndash; Work closely with enrolled agents, compliance teams, and leadership
</li><li>Competitive Compensation &amp; Benefits &ndash; Hourly pay, performance bonuses, and full medical, dental, and vision coverage
</li></ul><h3 class="jobSectionHeader">Key Responsibilities</h3>
<ul><li>Manage a full caseload of tax resolution clients from onboarding through completion
</li><li>Communicate clearly with clients, providing updates and setting expectations
</li><li>Collaborate with enrolled agents and internal departments to advance cases
</li><li>Maintain organization in a high-volume, deadline-driven environment
</li><li>Achieve monthly resolution goals while delivering excellent client service
</li></ul><h3 class="jobSectionHeader">What We're Looking For</h3>
<ul><li>Prior experience in tax resolution case management
</li><li>Strong communication skills with the ability to simplify complex information
</li><li>Highly organized with strong attention to detail
</li><li>Comfortable working in CRM systems and technology-driven workflows
</li><li>A dependable team player who brings professionalism, confidence, and accountability
</li></ul><h3 class="jobSectionHeader">Position Details</h3>
<ul><li>Location: Irvine, CA (in-office only)
</li><li>Schedule: Monday&ndash;Friday, 8:00 AM &ndash; 5:00 PM
</li><li>Compensation: Competitive hourly rate + performance bonuses
</li><li>Benefits: Medical, dental, vision, and additional company perks
</li></ul><h3 class="jobSectionHeader">Apply Today</h3>
If you're an experienced tax resolution professional looking for a role where your skills are appreciated and your growth is supported, we'd love to hear from you.
Apply now&mdash;this position is actively hiring and moving quickly.</div>

Case Manager - Tax Resolution

Spectrum Solution W.L L

Job Title: Case Manager &ndash; Advance Tax RulingsLocation: Doha, Qatar Experience Required: 2+ Years Employment Type: Full-TimeJob OverviewWe are looking for a Case Manager to support the Advance Tax Rulings function.The role involves managing the end-to-end lifecycle of case applications, ensuring efficiency, accuracy, and compliance with governance, service levels, and confidentiality standards.You will act as a central coordinator between applicants, internal teams, and stakeholders, ensuring smooth processing of cases from intake to final decision.Key Responsibilities Intake &amp; Case Handling<ul><li>Receive and acknowledge applications</li><li>Verify completeness and eligibility of submissions</li><li>Perform initial screening and classification of cases</li></ul>Case Management &amp; Documentation<ul><li>Create and maintain case records and tracking systems</li><li>Manage documentation, correspondence logs, and version control</li><li>Ensure compliance with document handling and retention policies</li></ul>Coordination &amp; Timeline Management<ul><li>Develop case plans with milestones and deadlines</li><li>Coordinate internal reviews, meetings, and communications</li><li>Track progress and escalate delays or risks</li></ul>Stakeholder Communication<ul><li>Act as the single point of contact for applicants</li><li>Draft professional communications and meeting notes</li><li>Ensure alignment with official policies and procedures</li></ul>Quality Assurance &amp; Reporting<ul><li>Conduct quality checks on applications and documents</li><li>Prepare case summaries and reports for decision-making</li><li>Track SLA compliance and case performance</li></ul>Decision &amp; Closure<ul><li>Coordinate approvals and final documentation</li><li>Manage communication of decisions to stakeholders</li><li>Support publication and documentation of finalized rulings</li></ul>Governance &amp; Compliance<ul><li>Ensure adherence to data protection and confidentiality standards</li><li>Maintain accurate data for reporting and audits</li><li>Support process improvements and system enhancements</li></ul>Education &amp; Experience Essential:<ul><li>Bachelor&rsquo;s degree in:</li><li>Law / Accounting / Taxation / Finance / Economics / Public Administration</li><li>Minimum 2+ years of experience in:</li><li>Case management / legal / tax / administrative roles</li><li>Strong Arabic communication skills (mandatory)</li><li>Good command of English</li></ul>Preferred:<ul><li>Certified Case Manager (CCM)</li><li>PMP / PRINCE2 certification</li><li>Knowledge of data protection / ISO 27001</li></ul>Required Skills<ul><li>Case management &amp; document control</li><li>Stakeholder coordination</li><li>Strong written communication &amp; drafting</li><li>Attention to detail and process discipline</li><li>Ability to manage deadlines and multiple cases</li></ul>Core Competencies<ul><li>High level of confidentiality and integrity</li><li>Strong organizational and planning skills</li><li>Analytical thinking and problem-solving</li><li>Team collaboration and coordination</li><li>Continuous improvement mindset</li></ul>How to ApplyInterested candidates can share their CV at: 77708191.Work Location: In person

Case Manager – Advance Tax Rulings

<div><h2 class="jobSectionHeader">Case Manager &ndash; Tax Resolution</h2>
Guardian Tax is looking for a motivated, detail-oriented Case Manager who brings professionalism, empathy, and strong communication to every client interaction. If you enjoy working in a fast-paced environment and take pride in being a dependable point of contact, this is an opportunity to join a team that's collaborative, supportive, and driven to succeed.
<h3 class="jobSectionHeader">Why Join Guardian Tax?</h3>
<ul><li>Create Meaningful Impact &ndash; Help clients navigate challenging financial situations and guide them toward resolution
</li><li>Engaging Office Environment &ndash; A lively, team-focused atmosphere with regular celebrations and shared wins
</li><li>Opportunities for Advancement &ndash; Ongoing training, hands-on leadership, and clear paths for career growth
</li><li>Collaborative Team Culture &ndash; Work side-by-side with experienced professionals in a supportive, in-office setting
</li><li>Competitive Compensation Package &ndash; Hourly pay, bonus potential, and comprehensive health benefits
</li></ul><h3 class="jobSectionHeader">Key Responsibilities</h3>
<ul><li>Oversee a portfolio of client cases from onboarding through completion
</li><li>Provide consistent communication, updates, and high-quality client support
</li><li>Partner with enrolled agents and compliance teams to keep cases progressing
</li><li>Manage multiple priorities in a high-volume, deadline-driven environment
</li><li>Meet monthly performance targets while maintaining strong client satisfaction
</li></ul><h3 class="jobSectionHeader">What We're Looking For</h3>
<ul><li>Strong communicators who are confident and client-focused
</li><li>Highly organized individuals who can effectively manage multiple tasks
</li><li>Comfortable using technology and learning new systems
</li><li>Positive, coachable professionals who work well in a team setting
</li><li>Prior experience in tax relief is a plus, but not required
</li></ul><h3 class="jobSectionHeader">Position Details</h3>
<ul><li>Location: Irvine, CA (in-office only)
</li><li>Schedule: Monday&ndash;Friday, 8:00 AM &ndash; 5:00 PM
</li><li>Compensation: Competitive hourly wage plus performance bonuses
</li><li>Benefits: Medical, dental, vision, and additional employee perks
</li></ul><h3 class="jobSectionHeader">Apply Today</h3>
If you're looking for a role that offers purpose, growth, and a team that values your contributions, we encourage you to apply.
Submit your application today&mdash;this opportunity is open and hiring quickly.
This is not a remote position.</div>

Case Manager

Hiro Talent

<ul><li>Assist in the preparation and review of US tax cases, managing few cases daily depending on engagement requirements.</li></ul><ul><li>Evaluate each case carefully to determine the appropriate process and ensure accurate handling of tax-related work.</li></ul><ul><li>Support the sales team during client engagements and assist in discussions that contribute to winning new projects.</li></ul><ul><li>Participate in client meetings and represent the firm professionally on calls when required.</li></ul><ul><li>Communicate effectively with prospective and existing clients to understand their requirements and ensure smooth coordination.</li></ul><ul><li>Coordinate with internal teams to ensure timely completion of engagements and maintain high service quality.</li></ul><ul><li>Maintain proper documentation and records related to client engagements and assigned tax cases.</li></ul>Job Type: Full-timeApplication Question(s):<ul><li>Current Salary</li><li>Expected Salary</li><li>Notice Period</li><li>How many years have you worked with 1120S and 1120C filings?</li><li>Are you currently working, and what is your notice period?</li><li>How many years of experience do you have in US tax Preparer?</li><li>Which tools have you worked with?</li><li>Have you ever supported a sales team in closing a deal? What was your role?</li><li>Are you okay to work On-site 7pm to 4am?</li></ul>Work Location: In person

US Tax Accountant

Confidential

<div>
 
 
 
 Tax Analyst &amp; Senior Tax Analyst
 
 
 
 
 
 
 Job Title: Tax Analyst
 
 
 
 
 
 Department: Advance Tax Rulings Section, Tax Policy Department
 
 
 
 
 Role purpose
 
 
 
 To deliver high-quality technical analysis, research, and drafting that supports timely and consistent Advance Tax Ruling (ATR) decisions. The postholder will contribute to the full case lifecycle, ensuring analytical accuracy, procedural consistency and effective collaboration across technical and operational teams.
 
 
 
 
 
 
 Key responsibilities
 
 
 <ol>
 <li>
 
 Technical support and drafting
 
 </li>
 </ol>
 <ul>
 <li>
 Analyze ruling applications and supporting documentation to identify key issues.
 </li>
 <li>
 Research and interpret tax legislation, regulations, guidance, and relevant case law.
 </li>
 <li>
 Draft rulings, issue lists, and technical memoranda under the supervision of the Senior Tax Analyst.
 </li>
 <li>
 Prepare concise and well-referenced summaries and comparative analyses.
 </li>
 </ul>
 
 
 
 <ol>
 <li>
 
 Case execution and collaboration
 
 </li>
 </ol>
 <ul>
 <li>
 Coordinate with the Case Manager in ensuring completeness, document version control, and adherence to deadlines.
 </li>
 <li>
 Liaise with applicants to clarify information requests and coordinate responses for additional documentation.
 </li>
 <li>
 Prepare ruling case packs, meeting minutes, and decision logs for Senior Tax Analyst review.
 </li>
 </ul>
 
 
 
 <ol>
 <li>
 
 Quality and knowledge management
 
 </li>
 </ol>
 <ul>
 <li>
 Apply approved templates, citations, and style guides consistently.
 </li>
 <li>
 Maintain and tag technical materials for future reference in the knowledge base.
 </li>
 <li>
 Track similar rulings to promote consistency and identify emerging policy trends.
 </li>
 </ul>
 
 
 
 
 
 Skills and Experience:
 
 
 
 
 Essential
 
 
 <ul>
 <li>
 A certified Bachelor&rsquo;s Degree in a relevant field, such as Law, Accounting, Taxation, Finance, Economics, Public Administration.
 </li>
 <li>
 Minimum of four years of experience in tax advisory, tax administration, or tax policy.
 </li>
 <li>
 Strong understanding of domestic tax laws, regional tax frameworks, and administrative practice.
 </li>
 <li>
 Proven analytical and legal interpretation skills and attention to detail.
 </li>
 <li>
 Demonstrated ability to work collaboratively with legal, policy or audit teams.
 </li>
 <li>
 Strong written and verbal communication in Arabic and proficiency in English.
 </li>
 </ul>
 
 
 
 
 
 Desirable
 
 
 <ul>
 <li>
 Professional certifications such as CPA, ADIT, or CTA.
 </li>
 <li>
 Exposure to project management and information security basics.
 </li>
 </ul>
 
 
 
 
 
 Core competencies
 
 
 <ul>
 <li>
 Analytical rigor and research discipline.
 </li>
 <li>
 Clear and concise drafting with accurate citation.
 </li>
 <li>
 Proactive communication and effective team collaboration.
 </li>
 <li>
 Professional judgment, integrity and confidentiality.
 </li>
 <li>
 Reliability and adaptability under pressure and shifting priorities.
 </li>
 </ul>
 
 
 
 
 
 
 
 
 
 Job Title: Senior Tax Analyst
 
 
 
 
 
 Department: Advance Tax Rulings Section, Tax Policy Department
 
 
 
 
 Role purpose
 
 
 
 The Senior Tax Analyst is responsible for leading the technical review and drafting of Advance Tax Rulings (ATRs), ensuring accuracy, consistency, and alignment with Qatari tax law and procedural standards. The postholder provides expert analysis, mentors junior analysts, and contributes to the quality, efficiency, and integrity of the rulings process
 
 
 
 
 
 
 Key responsibilities
 
 
 <ol>
 <li>
 
 Technical analysis and drafting
 
 </li>
 </ol>
 <ul>
 <li>
 Lead the technical assessment of ruling applications, ensuring comprehensive analysis of facts and evidence.
 </li>
 <li>
 Interpret legislation, executive regulations, guidance, and relevant case law to support conclusions with validation and clear rationale.
 </li>
 <li>
 Draft technically sound high quality rulings and supporting memoranda, articulating options, risks, and impact of precedents.
 </li>
 <li>
 Identify information gaps and frame targeted clarification questions for applicants.
 </li>
 </ul>
 
 
 
 <ol>
 <li>
 
 Collaboration and review
 
 </li>
 </ol>
 <ul>
 <li>
 Work closely with the Case Manager to ensure completeness, accuracy and adherence to case milestones.
 </li>
 <li>
 Coordinate with Legal Counsel, Audit, Policy, and Transfer Pricing specialists on cross-functional cases.
 </li>
 <li>
 Review, augment and consolidate the draft work produced by Tax Analysts into a single structured package for Legal Counsel and Head of Section feedback.
 </li>
 </ul>
 
 
 
 <ol>
 <li>
 
 Hearings and stakeholder engagement
 
 </li>
 </ol>
 <ul>
 <li>
 Participate in technical discussions, hearings and briefings, presenting findings clearly and objectively.
 </li>
 <li>
 Lead the preparation and delivery of concise technical briefings to the Head of Section .
 </li>
 <li>
 Contribute to controlled publication and redaction where applicable.
 </li>
 </ul>
 
 
 
 <ol>
 <li>
 
 Quality, governance, and improvement
 
 </li>
 </ol>
 <ul>
 <li>
 Apply approved templates, citation standards, and documentation protocols consistently.
 </li>
 <li>
 Monitor the consistency of treatment across similar rulings to ensure fairness and legal soundness.
 </li>
 <li>
 Recommend updates to guidance materials, FAQs, and procedural templates based on case experience and emerging issues.
 </li>
 </ul>
 
 
 
 
 
 Skills and Experience:
 
 
 
 
 Essential
 
 
 <ul>
 <li>
 A certified Bachelor&rsquo;s Degree in a relevant field, such as Law, Accounting, Taxation, Finance, Economics, and Public Administration.
 </li>
 <li>
 Minimum seven years of experience in tax advisory, tax administration, or tax policy.
 </li>
 <li>
 In-depth knowledge of domestic tax laws and related regulations, regional tax frameworks, international standards, and administrative practice.
 </li>
 <li>
 Strong legal interpretation and analytical skills with the ability to frame issues logically and persuasively.
 </li>
 <li>
 Excellent drafting ability, including clear reasoning and defensible conclusions.
 </li>
 <li>
 Strong written and verbal communication skills in Arabic with proficiency in English.
 </li>
 <li>
 Demonstrated experience working collaboratively with legal, policy or audit teams.
 </li>
 </ul>
 
 
 
 
 
 Desirable
 
 
 <ul>
 <li>
 CPA, ADIT, CTA, or an equivalent.
 </li>
 </ul>
 
 
 
 
 
 Core competencies
 
 
 <ul>
 <li>
 Technical depth with pragmatic judgment.
 </li>
 <li>
 Structured thinking and precision in drafting.
 </li>
 <li>
 Coaching and mentoring of junior staff.
 </li>
 <li>
 Integrity, confidentiality, and professional independence.
 </li>
 <li>
 Effective time management and Service Level Agreement discipline.
 </li>
 </ul>
 
 
</div>

Senior Tax Analyst

Job Title: Senior Tax AnalystDepartment: Advance Tax Rulings Section, Tax Policy DepartmentReports to: Head of Section, Advance Tax Rulings SectionRole purposeThe Senior Tax Analyst is responsible for leading the technical review and drafting of AdvanceTax Rulings (ATRs), ensuring accuracy, consistency, and alignment with Qatari tax law andprocedural standards. The postholder provides expert analysis, mentors junior analysts, andcontributes to the quality, efficiency, and integrity of the rulings processKey responsibilities1) Technical analysis and drafting Lead the technical assessment of ruling applications, ensuring comprehensive analysisof facts and evidence. Interpret legislation, executive regulations, guidance, and relevant case law to supportconclusions with validation and clear rationale. Draft technically sound high quality rulings and supporting memoranda, articulatingoptions, risks, and impact of precedents. Identify information gaps and frame targeted clarification questions for applicants.2) Collaboration and review Work closely with the Case Manager to ensure completeness, accuracy and adherenceto case milestones. Coordinate with Legal Counsel, Audit, Policy, and Transfer Pricing specialists on cross-functional cases. Review, augment and consolidate the draft work produced by Tax Analysts into a singlestructured package for Legal Counsel and Head of Section feedback.3) Hearings and stakeholder engagement Participate in technical discussions, hearings and briefings, presenting findings clearlyand objectively. Lead the preparation and delivery of concise technical briefings to the Head of Section . Contribute to controlled publication and redaction where applicable.4) Quality, governance, and improvement Apply approved templates, citation standards, and documentation protocols consistently. Monitor the consistency of treatment across similar rulings to ensure fairness and legalsoundness. Recommend updates to guidance materials, FAQs, and procedural templates based oncase experience and emerging issues.Skills and Experience:Essential A certified Bachelor&rsquo;s Degree in a relevant field, such as Law, Accounting, Taxation,Finance, Economics, and Public Administration. Minimum seven years of experience in tax advisory, tax administration, or tax policy. In-depth knowledge of domestic tax laws and related regulations, regional taxframeworks, international standards, and administrative practice. Strong legal interpretation and analytical skills with the ability to frame issues logicallyand persuasively. Excellent drafting ability, including clear reasoning and defensible conclusions. Strong written and verbal communication skills in Arabic with proficiency in English. Demonstrated experience working collaboratively with legal, policy or audit teams.Desirable CPA, ADIT, CTA, or an equivalent.Core competencies Technical depth with pragmatic judgment. Structured thinking and precision in drafting. Coaching and mentoring of junior staff. Integrity, confidentiality, and professional independence. Effective time management and Service Level Agreement discipline.Work Location: In person

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Tax Resolution Case Manager

Case Manager - Tax Resolution

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Case Manager

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