Tax Preparation Case Manager

INTRO TO TAXRISE:At TaxRise, our mission is simple yet impactful: to revolutionize the way taxpayers navigate their tax challenges. We believe in the power of lifting others up, and that's the driving force behind everything we do.When you join us, you're not just becoming part of a company; you're joining a movement. We're a team that thrives on celebrating successes and making a genuine impact on people's lives. We're proud to be the fastest-growing company in our industry, and we're on the lookout for exceptional individuals to help us continue our journey of transformation.If you're ready to bring your unique talents and innovative spirit to a company where your work truly matters, TaxRise is the place to be. Join us and be part of a team that's reshaping the future of tax resolution.ABOUT THE ROLE:The Tax Preparation Case Manager is responsible for gathering all necessary documents to reach the best resolution possible and providing exceptional service throughout the client journey. They will attentively manage a set of clients and ensure their cases are moving effectively through every stage of the process and communicate with clients with updates and other with significant milestones. Cases assigned will be primarily streamline resolutions though more complex cases such as offer-in-compromise may be assigned for training and development purposes.WHAT YOU'LL DO:Conduct document collection with every new client, review case information including but not limited to client's income, expenses, and assets to identify all necessary documents required for tax preparation of any unfiled years as well as documents needed to submit their resolution package to the IRS.Manage a pipeline of cases, set task reminders, schedule and conduct appointment calls and maintain frequent communication with clients via email and SMS to continuously progress cases forward.Properly document all calls, communications, and case status changes using the company CRM.Provide clients with constant updates of their cases using a transparent, open, and helpful tone to ensure high levels of satisfaction and proactively minimize confusion and complaints.Work with the case management team to resolve clients concerns as they arise and address any questions the client may have.Handle legal, confidential IRS documents such as IRS Transcripts and Notices with the ability to navigate and understand pertinent details reflected on documents.Manage and prioritize workload depending on the complexity and quantity.Work effectively with other departments such as Client Care, Tax Preparation, Resolution and Sales to provide exceptional customer service.Continuously research and develop strategies to defend the taxpayers' positions while ensuring collection enforcement to protect the client from any liens or levies.Ensure cases are maintained in accordance with company operating procedures.Perform other essential job functions as required or assigned.Manage a high volume of inbound client calls.Manage a calendar to ensure appointments are kept and timely.Refer cases to the Quality Assurance department as necessary.Work closely with other departments as needed to answer client questions and move cases forward.Review cases to identify and collect necessary financial documents.WHAT YOU'LL NEED TO HAVE:Proficient with TalkDesk or other cloud-based automated phone software.Proficient in Microsoft Office Suites, Excel, Google Gmail, Calendly and internal communication software.Demonstrated ability in high volume pipeline managementExcellent written and verbal communicationExcellent customer services and call handling skillsExcellent attention to detailAbility to prioritize, multi-task and manage time effectivelyAbility to remain focused and productive within a fast-paced environment while maintaining a strong work ethicWillingness to work in a high-energy, quickly changing, and demanding environment.High school diploma or general education degree (GED); or two years related experience and/or equivalent combination of education and experience.We understand potential comes in many forms. Even if you don't check every box, we still encourage you to apply; we consider all qualified candidates.WHAT WE OFFER:Medical, Dental, and Vision Insurance after 60 daysPaid Time Off (Vacation, Sick, Holidays)Wellness Days401(k) retirement planProfessional Development ProgramAccess to on-site gym and gaming loungeQuarterly company outingsCatered meals every FridayPAY RANGE: $20.00 - $22.00 per hourAt TaxRise, we're proud to be an equal opportunity employer. We realize the key to creating a company with world-class culture and employee experience comes from who we hire and creating a workplace that celebrates everyone.We provide equal employment opportunities (EEO) to all without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable state or federal law.TaxRise is also committed to ensuring equal opportunity in employment for qualified persons with disabilities. If you require any reasonable accommodation throughout the recruiting process, please let your recruiter know.Job Type: Full-timePay: $20.00 - $22.00 per hourSchedule:* 8 hour shift* Monday to FridayWork Location: In person

Created: 2025-02-04