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Finance
Tax Manager
Jurupa Valley, CA
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Jurupa Valley, CA Job Details Part-time $20 an hour 15 hours ago Benefits Opportunities for advancement Qualifications Customer communication Teamwork Administrative experience Client services Account management Time management Full Job Description Job Overview We are seeking a highly organized, professional, and customer-focused Case Manager to join our growing tax resolution team. In this role, you will serve as the primary point of contact between our clients and tax professionals, ensuring every case moves through the process efficiently while providing an exceptional client experience. The ideal candidate is an excellent communicator who thrives in a fast-paced environment, is detail-oriented, and can effectively manage multiple cases simultaneously. If you enjoy helping people, staying organized, and being part of a team that makes a difference, we'd love to hear from you. Key Responsibilities Serve as the main point of contact for clients throughout the life of their case. Build and maintain positive, professional relationships with clients by providing exceptional customer service. Collect, organize, and review required documentation needed for tax case processing. Communicate regularly with clients to provide case updates and answer questions. Coordinate with tax professionals to ensure all required information is received, and deadlines are met. Maintain accurate and detailed client records within the company's CRM and case management systems. Monitor case progress and proactively follow up on outstanding documents or client requests. Schedule appointments, consultations, and follow-up calls as needed. Ensure all client communications are timely, professional, and confidential. Assist with administrative tasks and support other team members as needed. Identify potential issues early and escalate concerns to management or tax professionals when appropriate. Represent the company with professionalism, empathy, and integrity in every client interaction. Qualifications Previous experience in case management, client services, customer success, account management, administrative support, or a similar client-facing role preferred. Excellent verbal and written communication skills. Strong organizational and time management abilities. Ability to prioritize tasks and manage multiple cases simultaneously. Comfortable working in a fast-paced, deadline-driven environment. Strong attention to detail and problem-solving skills. Proficient in Microsoft Office Suite (Word, Excel, Outlook). Experience with IRS Logics. Ability to maintain confidentiality and handle sensitive client information with discretion. Positive attitude, professionalism, and strong work ethics. What We Offer Competitive pay Opportunities for growth and advancement Supportive and collaborative team environment Meaningful work helping clients resolve complex tax matters If you are organized, dependable, and passionate about delivering outstanding client service, we encourage you to apply and become an essential part of our team.
