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Job Summary

Our Case Managers operate as the primary points of contact for our tax resolution clients, who work in tandem with our Tax Professionals to ensure that clients are updated, informed, and up to date with their documentation and tax compliance. The Case Managers provide their Tax Professionals all the necessary information needed for the Pro to determine what the best resolution option is for their clients. Similar to a paralegal, our Case Managers primarily operate as a liaison, collecting documents, conducting analyses on cases, and communicating with the Pro’s on strategy and criteria.

Responsibilities will primarily include, but may not be limited to:

· Collecting & checking quality of documents/financial information

· Conduct analyses on client accounts to help determine strategy and direction of service

· Communicating with clients & providing them updates & excellent customer service

· Manage a large client base

· Monitor client’s deadlines, requirements, and compliance

Required Skills & Qualifications:

· Associate degree (Bachelor’s Degree Preferred)

· 2+ year of customer service, legal, or financial administration experience

· Tax Resolution experience preferred; will be subject to assessment

· 2+ years of Microsoft Office & CRM experience

· Exceptional organizational skills

Proficient written and verbal communication skillset

Job Type: Full-time

Pay: $23.00 - $33.00 per hour

Schedule:

8 hour shift
Monday to Friday

Experience:

customer service, legal, or financial administration: 2 years (Preferred)
CRM software: 2 years (Preferred)
Microsoft Office: 2 years (Required)
Financial analysis: 3 years (Required)

Ability to Commute:

Woodland Hills, CA 91367 (Required)

Ability to Relocate:

Woodland Hills, CA 91367: Relocate before starting work (Required)

Work Location: In person

Anthem Tax Services

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