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Tax Preparation Case Manager

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TaxRise

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Location:
United States, Irvine

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Category:
Finance

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Contract Type:
Not provided

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Salary:

20.00 - 22.00 USD / Hour
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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—including income records, tax notices, and financial disclosures—to ensure accurate and timely case submission. They will manage a dedicated caseload, proactively drive each file forward, and maintain consistent communication with clients to provide updates, request missing information, and acknowledge key milestones.

Job Responsibility:

  • Request and gather required tax-related documents from clients via email, phone, or online portals
  • Review submitted documents for accuracy and completeness
  • Identify missing or incomplete information and follow up with clients promptly
  • Serve as the primary point of contact for clients during the document collection process
  • Provide clear instructions and guidance to clients on required documentation
  • Respond to client inquiries regarding document submission timelines and requirements
  • Accurately update the Customer Relationship Management (CRM) system with detailed notes
  • Monitor tasks and deadlines within the CRM system to ensure timely follow-up
  • Track the status of document submissions to ensure all materials are received before deadlines
  • Coordinate with internal teams to move client cases to the next stage once documents are approved
  • Monitor progress and communicate updates with both clients and internal staff
  • Assist in preparing engagement letters, tracking client deliverables, and maintaining accurate records
  • Collaborate with other departments to improve processes and enhance the client experience

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 (starting after 60 days)
  • 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
  • Monthly Bonus: Average bonus potential of $1,500 - $3,000

Additional Information:

Job Posted:
December 12, 2025

Employment Type:
Fulltime
Work Type:
On-site work
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