Tax Preparation Case Manager
1 week ago
The Tax Preparation Case Manager at TaxRise plays a pivotal part in ensuring clients receive exceptional service throughout their journey. This involves attentively managing client cases, gathering necessary documents to achieve the best possible resolution, and communicating updates and significant milestones effectively.
Key Responsibilities:
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- Conduct thorough document collection with new clients, review case information, and identify required documents for tax preparation and resolution package submission.
- Manage a pipeline of cases, set reminders, schedule appointment calls, and maintain regular communication with clients via email and SMS to progress cases forward.
- Document all calls, communications, and case status changes using the company's CRM system.
- Provide clients with transparent, open, and helpful updates on their cases, minimizing confusion and complaints.
- Work with the case management team to resolve client concerns and address questions promptly.
- Handle confidential IRS documents, such as Transcripts and Notices, and navigate pertinent details.
- Prioritize workload based on complexity and quantity, working effectively with departments like Client Care, Tax Preparation, Resolution, and Sales to provide outstanding customer service.
- Develop strategies to defend taxpayers' positions while enforcing collection enforcement to protect clients from liens or levies.
Requirements
To excel in this role, you'll need:
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- Proficiency in TalkDesk or similar cloud-based automated phone software.
- Experience with Microsoft Office Suites, Excel, Google Gmail, Calendly, and internal communication software.
- Demonstrated ability in high-volume pipeline management.
- Excellent written and verbal communication skills.
- Exceptional customer service and call handling skills.
- Strong attention to detail and ability to prioritize tasks effectively.
- Ability to work in a fast-paced environment with a strong work ethic.
About Us
TaxRise is committed to revolutionizing the way taxpayers navigate their tax challenges. We believe in empowering others and driving positive change through our mission. Join us in shaping the future of tax resolution and make a meaningful impact on people's lives.
Benefits
We offer a comprehensive benefits package, including medical, dental, and vision insurance after 60 days. Enjoy paid time off, wellness days, a 401(k) retirement plan, and access to an on-site gym and gaming lounge. Take advantage of quarterly company outings and catered meals every Friday. As an equal opportunity employer, we celebrate diversity and promote a culture that values everyone.
Salary Range
$20.00 - $22.00 per hour (40 hours/week)
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