Tax Relief Case Manager

About This Role

Responsible for assisting clients with navigating the complex tax relief process, advocating on their behalf, and managing a team of case workers. The role involves conducting consultations, gathering financial documents, and collaborating with legal and tax teams.

Responsibilities

• Conduct consultations, gather financial documents, and assess eligibility for tax relief programs.
• Serve as the primary point of contact for clients, providing updates and guidance throughout the resolution process.
• Work with legal and tax teams to develop strategies and submit necessary documentation to the IRS and state agencies.
• Ensure timely case follow-ups, track progress, and maintain accurate records.
• Manage and supervise a team of other case workers.

Requirements

• Strong communication, organizational, and time management skills.
• Proficiency in Microsoft Office.
• Experience with case management software like IRSlogics, IRS Solutions, Ledger CRM, or PitBullTax.

Qualifications

• Bachelor’s degree in business, finance, or a related field (preferred)
• 3+ years in case management or tax resolution (preferred).

Nice to Have

• Bachelor’s degree in business, finance, or a related field.
• 3+ years in case management or tax resolution.

Skills

* Required skills

Benefits