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Tax Resolution Case Manager
Anaheim Hills, CA | Full-Time | Nationwide Tax Advocates
At Nationwide Tax Advocates, we help individuals and businesses resolve IRS and State tax issues through proven tax relief solutions and exceptional client service. We are a fast-growing, highly rated tax resolution firm seeking experienced and motivated Tax Resolution Case Managers to join our team.
If you have prior tax resolution industry experience, enjoy helping people, thrive in a fast-paced environment, and want an opportunity for long-term growth, we want to hear from you.
Why Join Our Team?
- Competitive pay based on experience.
- Career growth opportunities within the company.
- Work alongside Attorneys, Enrolled Agents, and CPAs.
- Supportive and energetic team environment.
- High-volume, fast-paced workplace with advancement potential.
- Opportunity to make a real impact helping clients resolve serious tax issues.
Responsibilities:
- Manage and prioritize a large volume of tax resolution cases.
- Communicate directly with clients regarding case updates and documentation needs.
- Contact the IRS and State Tax Agencies to verify account information and compliance status.
- Request and review IRS transcripts, wage & income transcripts, and account records.
- Prepare and update IRS and State Power of Attorneys.
- Prepare and review financial statements and supporting documentation.
- Work closely with Attorneys, Enrolled Agents, CPAs, and tax preparers toward case resolution.
- Analyze client financial situations and escalate complex matters when necessary.
- Respond to IRS and State notices to help protect client accounts.
- Maintain detailed case notes and organize client files accurately.
- Scan, upload, and manage documentation within company software systems.
- Provide excellent customer service both over the phone and in person.
Qualifications:
- Previous experience in the Tax Resolution industry REQUIRED.
- Experience handling IRS compliance calls and transcript analysis REQUIRED.
- Strong understanding of IRS procedures and tax resolution workflows.
- Ability to multitask and manage heavy caseloads efficiently.
- Excellent communication and organizational skills.
- Strong attention to detail and ability to work independently.
- Comfortable speaking with clients throughout the day.
- Professional and customer service-oriented attitude.
- Computer proficiency including Microsoft Office, Outlook, and CRM/database systems.
- Bilingual English/Spanish is a plus.
Ideal Candidate:
The ideal candidate is dependable, motivated, organized, and thrives in a high-energy environment. We are looking for someone who can think critically, move quickly, and genuinely cares about helping clients through difficult tax situations.
If you are looking for a long-term opportunity with a growing company that values hard work, teamwork, and career development, apply today.
Job Type: Full-time
Pay: $19.00 - $26.00 per hour
Benefits:
- On-the-job training
- Paid training
Experience:
- Tax Resolution Case Management: 2 years (Required)
Ability to Commute:
- Anaheim Hills, CA 92808 (Preferred)
Ability to Relocate:
- Anaheim Hills, CA 92808: Relocate before starting work (Required)
Work Location: In person
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