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TaxRise Logo TaxRise · Finance

Tax Preparation Case Manager

United States, Irvine 20.00 - 22.00 USD / Hour · Job Posted January 06, 2026
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Job Description

The Tax Preparation Case Manager plays a vital role in guiding clients through the tax preparation and resolution process. This individual is responsible for gathering and reviewing all required documentation to ensure accurate and timely case submission. They will manage a dedicated caseload, proactively drive each file forward, and maintain consistent communication with clients.

Job Responsibility

  • Request and gather required tax-related documents from clients
  • Review submitted documents for accuracy and completeness
  • Serve as the primary point of contact for clients during the document collection process
  • Accurately update the Customer Relationship Management (CRM) system
  • Monitor tasks and deadlines within the CRM system
  • Track the status of document submissions
  • Coordinate with internal teams to move client cases to the next stage
  • Assist in preparing engagement letters, tracking client deliverables, and maintaining accurate records

Requirements

  • Previous experience in document coordination, loan processing, or a similar administrative role
  • Strong organizational skills with attention to detail and the ability to prioritize tasks effectively
  • Excellent written and verbal communication skills
  • Proficiency in using CRM systems or document management tools
  • Ability to work independently in a fast-paced environment while meeting deadlines
  • Customer service expertise with a focus on building strong client relationships
  • Problem-solving skills to address client concerns regarding documentation requirements

Nice to have

  • Tax-related experience
  • Familiarity with tax software
  • Knowledge of tax relief processes

What we offer

  • Medical, Dental, and Vision Insurance
  • Paid Time Off
  • 401(k) retirement plan with company match
  • Professional Development Program
  • Access to on-site gym and gaming lounge
  • Catered team lunches every Friday
  • Fun and energizing quarterly company outings
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