Tax Resolution Specialist

4 weeks ago


Irvine, California, United States TaxRise Full time

About TaxRise

TaxRise is a leading provider of tax resolution services, dedicated to helping individuals and businesses navigate complex tax challenges. Our mission is to deliver exceptional results while providing unparalleled customer service.

Job Summary

We are seeking a highly skilled Case Manager I to join our team. As a Case Manager I, you will be responsible for onboarding new clients, gathering necessary documents, and providing exceptional service throughout the client journey.

Key Responsibilities

  • Conduct onboarding calls with new clients to review case information and identify necessary documents.
  • Manage a pipeline of cases, set task reminders, and maintain frequent communication with clients via email and SMS.
  • Properly document all calls, communications, and case status changes using our CRM.
  • Provide clients with regular updates on their cases, ensuring high levels of satisfaction and minimizing confusion.
  • Work with the case management team to resolve client concerns and address questions.
  • Handle confidential IRS documents, such as transcripts and notices, and navigate pertinent details.
  • Manage workload effectively, prioritizing cases based on complexity and quantity.
  • Collaborate with other departments to provide exceptional customer service.

Requirements

  • Proficient in TalkDesk or other cloud-based automated phone software.
  • Proficient in Microsoft Office Suites, Excel, Google Gmail, Calendly, and internal communication software.
  • Excellent written and verbal communication skills.
  • Excellent customer service and call handling skills.
  • Ability to prioritize, multi-task, and manage time effectively.
  • Ability to remain focused and productive in a fast-paced environment.

What We Offer

  • Medical, Dental, and Vision Insurance after 60 days.
  • Paid Time Off (Vacation, Sick, Holidays).
  • Wellness Days.
  • 401(k) retirement plan.
  • Professional Development Program.
  • Access to on-site gym and gaming lounge.
  • Quarterly company outings.
  • Catered meals every Friday.

Pay Range

$23.00 per hour + commission.

TaxRise is an equal opportunity employer, committed to creating a workplace that celebrates diversity and inclusion. We provide equal employment opportunities to all applicants without regard to race, color, religion, sex, national origin, age, disability, or any other protected characteristic.



  • Irvine, California, United States Tax Resolution Plus Full time

    About Tax Resolution PlusWe're a leading tax relief firm dedicated to providing exceptional service to individuals and businesses across the United States. As a BBB ACCREDITED company, we're committed to excellence and strive to give our clients a 'Fresh Start' with their finances and tax debt resolutions.Our MissionWe're seeking highly motivated and...


  • Irvine, California, United States Amity One Tax Full time

    Job Title: Tax Resolution SpecialistWe are a rapidly growing tax firm, Amity One Tax, and we provide comprehensive solutions for IRS concerns, allowing our clients to finally get the relief they have been searching for.Job Summary:As a Tax Resolution Specialist, you will play a crucial role in becoming an expert navigator in the complex world of IRS and...


  • Irvine, California, United States Amity One Tax Full time

    Job Overview:Amity One Tax is a leading tax resolution firm recognized for our dedication to quality service and exceptional results. We are seeking ambitious individuals to enhance our sales team as a Resolution Specialist.Key Responsibilities:Consultation: Engage with potential clients to understand their unique tax challenges.Sales Presentation: Tailor...


  • Irvine, California, United States Tax Resolution Plus Full time

    pWeareseekingahighlyskilledbTaxResolutionSpecialist/btojoinourteamatTaxResolutionPlus.Theidealcandidatewillhaveadeepunderstandingoffederaltaxlawsandregulations,aswellasexcellentanalyticalandproblem-solvingskills./ppThebKeyResponsibilities/bofthisroleinclude:/pullibTaxPreparation/b:Prepareindividualandcorporatetaxreturns,includingForm1040,1120,1065,and1041./l...


  • Irvine, California, United States Amity One Tax Full time

    Amity One Tax is seeking a motivated and organized Tax Settlement Officer to join our team. As a key member of our sales team, you will be responsible for engaging with potential clients over the phone to coach and educate them on their tax debt opportunities. You will also be responsible for tailoring and presenting our services to meet each individual's...


  • Irvine, California, United States TaxRise Full time

    Tax Resolution Specialist Job DescriptionAt TaxRise, we're dedicated to revolutionizing the way taxpayers navigate their tax challenges. As a Tax Resolution Specialist, you'll play a crucial role in our mission by onboarding new clients, gathering necessary documents, and providing exceptional service throughout the client journey. Your attention to detail...


  • Irvine, California, United States Amity One Tax Full time

    About the PositionWe are seeking a highly skilled Tax Investigation Specialist to join our team at Amity One Tax. As a Tax Investigation Specialist, you will be responsible for initiating outbound calls to the IRS to gather information about clients' tax concerns and issues. You will also compile and organize comprehensive reports detailing clients' tax...

  • Tax Relief Advocate

    4 weeks ago


    Irvine, California, United States Tax Relief Advocates Full time

    At Tax Relief Advocates, we strive to be a place driven on empathy and service to our clients and community. Our mission is to guide people nationwide through the tax resolution process with integrity, empathy, trust, and education.We are looking for a Front End Tax Resolution Specialist to join our team. As a key member of our Jr. Sales Team, you will be...


  • Irvine, California, United States Amity One Tax Full time

    Job SummaryWe are seeking a highly motivated and results-driven Tax Relief Sales Specialist to join our team at Amity One Tax. As a Tax Relief Sales Specialist, you will be responsible for engaging with clients over the phone to understand their tax-related challenges and present the advantages of our tax relief services.Key Responsibilities:Conduct inbound...

  • Tax Professional

    3 days ago


    Irvine, California, United States Guardian Tax Service Full time

    Guardian Tax Service is seeking an experienced Tax Professional to join our team. As an Enrolled Agent, you will be responsible for resolving tax disputes and negotiating with the IRS on behalf of our clients.Key Responsibilities:Calling the IRS to complete tax investigations and order account transcripts, wage and income reportsCommunicating with the IRS...


  • Irvine, California, United States TaxRise Full time

    Role SummaryAt TaxRise, we're committed to revolutionizing the tax resolution process. As a Medical Case Resolution Specialist, you'll play a crucial role in helping us achieve this mission.Key ResponsibilitiesOnboard new clients and gather necessary documents for tax resolutionProvide exceptional service throughout the client journey, ensuring high levels...


  • Irvine, California, United States Guardian Tax Service Full time

    Are you a seasoned tax professional looking for a new challenge? We have an exciting opportunity for an Enrolled Agent to join our team at Guardian Tax Service.Key Responsibilities:Calling the IRS to complete tax investigation and order account transcripts, wage and income reportsCommunicating with IRS via phone & faxNegotiating with IRS to release wage...


  • Irvine, California, United States Better Tax Relief Full time

    Job DescriptionBetter Tax Relief is seeking a highly organized and detail-oriented Billing Administrator to join our team. As a Billing Administrator, you will be responsible for preparing, reviewing, and sending invoices to our clients, verifying billing data, processing payments, and resolving any billing discrepancies that may arise.Key...


  • Irvine, California, United States Amity One Tax Full time

    About the RoleThe Inside Sales Representative's key role is to welcome clients, manage initial interactions, set expectations, and guide them through the process of registering and using the client portal. This position serves as the initial contact for new clients seeking tax preparation and resolution services. Your objective is to ensure each client...


  • Irvine, California, United States Better Tax Relief Full time

    Job DescriptionWe are seeking a highly skilled Tax Relief Sales Professional to join our team at Better Tax Relief. As a Sales Closer, you will be responsible for handling a high volume of calls daily, qualifying clients, and presenting personalized tax relief plans to maximize opportunities for sales.Key Responsibilities:Qualify clients and gather essential...


  • Irvine, California, United States TaxRise Inc Full time

    About the RoleThe Case Manager I is a key position at TaxRise Inc, responsible for onboarding new clients and ensuring their cases are managed effectively throughout the process. This role requires strong communication and organizational skills, as well as the ability to work in a fast-paced environment.Key ResponsibilitiesConduct onboarding calls with new...


  • Irvine, California, United States LeadAdvisors Full time

    Financial Sales Representative Job DescriptionWe are seeking experienced sales professionals to join our team in the Financial Services industry. As a Financial Sales Representative, you will be responsible for generating new business by reaching out to potential clients and selling our financial products and services.Key Responsibilities:Generate new...


  • Irvine, California, United States Intuit Full time

    Job Title: Seasonal Business Tax SpecialistAbout the Role:We are seeking a highly motivated and experienced Seasonal Business Tax Specialist to join our team at Intuit. As a Seasonal Business Tax Specialist, you will be responsible for providing expert guidance and tax preparation services to our customers.Key Responsibilities:- Provide tax advice and...


  • Irvine, California, United States LeadAdvisors Full time

    Debt Settlement Sales RepresentativeWe are a leading financial services provider in the debt relief sector, seeking motivated and hardworking individuals to join our team. As a Debt Specialist, you will be responsible for negotiating payment plans, resolving disputes, and ensuring compliance with state and federal regulations.Key Responsibilities:Manage the...


  • Irvine, California, United States loanDepot Full time

    Job SummaryAs a Mortgage Servicing Tax Specialist at loanDepot, you will be responsible for ensuring the timely payment of taxes due to loanDepot's Interim Servicing. This involves researching, reviewing, and coordinating payment of escrow exception items. You will also ensure that all duties are performed in accordance with the company's policies and...