Overview Allies Tax Services is seeking a reliable and detail-oriented Case Specialist to join our team. This is a dynamic, all-around support role designed for someone who is eager to learn multiple aspects of the tax resolution process and grow within the company. The Case Specialist will assist across several departments including compliance, tax preparation support, payment processing, and case management. This position is ideal for someone who is organized, adaptable, and comfortable working in a fast-paced environment while handling a variety of responsibilities. Responsibilities Assist the Compliance team with client communication and case documentation Help gather and organize documents needed for tax preparation and case investigation Support payment processing and maintain accurate client payment records Update and maintain client information in internal systems Coordinate with Case Managers, Tax Analysts, and Compliance Specialists to ensure cases move forward efficiently Follow up with clients when additional documentation or information is required Assist with general administrative and operational support across departments Other duties as needed to support team workflow Qualifications Strong organizational skills and attention to detail Ability to manage multiple tasks and priorities Strong communication skills and professionalism when interacting with clients Comfortable learning new systems and processes Ability to work independently while collaborating with a team Customer service skills Previous tax experience is not required This Company Describes Its Culture as Detail-oriented — quality and precision focused Growth-oriented — opportunities to learn and advance People-oriented — supportive team environment This Job Is A good fit for someone who enjoys learning multiple areas of a business Ideal for someone looking to grow within the tax resolution industry Open to applicants with relevant administrative or financial office experience

Schedule:

Full-Time Monday

•Friday, 8:00 AM

•5:00

PM Pay:

$19.00

•$20.00 per hour

Benefits:

Paid time off

Language:

Spanish (Required) Ability to

Commute:

Irvine, CA 92614 (Required)

Work Location:

In person