Case Manager / Tax Resolution Specialist (Tax Prep Experience Preferred)

Job Summary Tax Resolution is a leading tax relief firm dedicated to helping individuals and businesses resolve complex tax issues with confidence and care. We are seeking an experienced Case Manager / Tax Resolution Specialist who combines strong client advocacy with hands-on tax preparation and case management expertise. This role is ideal for someone who thrives in a high-touch client environment , understands IRS processes, and has experience managing tax resolution cases from intake through resolution—while also supervising and supporting other case workers. Key Responsibilities Client & Case Management Conduct detailed client consultations to assess financial situations and eligibility for tax relief programs Collect, analyze, and organize financial and tax documentation Prepare and manage client tax resolution cases from onboarding through closure Serve as the primary point of contact for clients, providing clear guidance and regular case updates Tax Preparation & Resolution Support Prepare and review individual and business tax returns as part of resolution strategies Assist with amended returns, compliance filings, and IRS documentation as needed Collaborate with tax preparers, enrolled agents, attorneys, and internal teams to develop effective resolution strategies Submit and track documentation with the IRS and state tax agencies, ensuring deadlines are met Workflow, Systems & Documentation Maintain accurate, detailed case records in IRSLogics or similar tax resolution CRM platforms Comparable systems include: IRS Solutions, Ledger CRM, PitBullTax Track case milestones, follow-ups, deadlines, and outcomes Ensure thorough documentation and compliance with internal and external requirements Leadership & Collaboration Manage and supervise a team of case workers, providing guidance, oversight, and workload support Partner with legal, tax, and client services teams to ensure seamless case progression Act as an advocate for clients while balancing regulatory requirements and firm policies Skills & Expertise IRSLogics (strongly preferred) or similar tax resolution CRM experience Tax relief and tax resolution case management Tax preparation experience (individual and/or business returns) Strong client communication and advocacy skills Exceptional organization, time management, and attention to detail

Qualifications Experience:

3+ years of experience in tax resolution, case management, and/or tax preparation (preferred)

Education:

Bachelor's degree in Business, Finance, Accounting, or a related field preferred (or equivalent experience)

Technical Skills:

Proficiency in Microsoft Office (Excel, Word, Outlook) Experience with tax resolution and case management software Why Join Five Star Tax Resolution Make a meaningful impact by helping clients resolve stressful tax situations Collaborative, growth‑focused environment Opportunity to lead and mentor other case workers Exposure to complex, high‑value tax resolution cases Job Type & Location This is a Permanent position based out of Costa Mesa, CA. Pay and Benefits The pay range for this position is $60000.00 - $60000.00/yr. PTO, health, dental options, sick pay Workplace Type This is a fully onsite position in Costa Mesa,CA. Application Deadline This position is anticipated to close on Apr 25, 2026. h4>

About TEKsystems:

We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company. The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law. About TEKsystems and TEKsystems Global Services We're a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We're a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We're strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We're building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com. The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.