Case Manager

• 5.

0 38605 Calistoga Drive, Murrieta, CA 92563 From $50,000 a year - Full-time Apply with Indeed Case Managers are responsible for the successful and timely processing and handling of their assigned client populations case work. Case Managers work in tandem with attorneys and enrolled agents to reach successful resolutions for our clients. This role is vital in our day to day operations and ensures success through accurate and responsive advisement, strategic planning, de escalating client concerns and above all serving as a resource, advocate, and support system throughout the case life-cycle.

• We are seeking someone who is friendly, composed, quick thinking, and strategic who can hit the ground running.

As a Case Manager, you must be flexible, organized, detail oriented, and have an exceptional ability to manage time. You have a desire to make a difference and keep the clients you serve at the forefront of your mind. You thrive in a fast-paced environment. You strive to grow and contribute to the team's ongoing success in addition to working towards exceeding your individual goals.

• Manages assigned client population Creates plan of action for best resolution program Using a high level of discretion and independent judgment, continuously evaluates financial plans throughout the case life-cycle and makes appropriate adjustments to ensure successful outcomes Contact State and Federal Revenue Departments Maintains a thorough understanding of all State and Federal resolution programs, compliance requirements and company procedures Works as a liaison between client and and licensed professionals Handles all aspects of clients case work up to and including completion of tax forms and collection of substantiating documents Drive client acquisition by calling and fielding prospective leads, listening to their concerns and creating a plan of action to resolve them

Requirements:

Some college coursework or continuing education Computer experience and proficiency; able to navigate sites and applications; technically literate High level of interpersonal, communication and problem solving skills Outstanding customer service skills with 1+ years of customer service or related experience required No previous tax experience necessary. We will train you

• Preferred Four-year degree Tax Industry experience Benefits Medical, Dental, Vision 401K w/employer contribution Paid Time Off (Vacation, Sick, Holidays) Career growth opportunities Fun and encouraging Work Culture
• Here at Tax Debt Services, we are focused on our employees. Happy employees equal a better client experience. This has contributed to us having the highest customer ratings in the industry. It all starts with our team. We operate with the highest level of integrity and ethical standards. If you are interested in working for a fast growing, rewarding, and fun work culture, apply today!

Job Type:

Full-time Pay:

From $50,000.00 per year

Benefits:

401(k) 401(k) matching Dental insurance Disability insurance Employee discount Health insurance Health savings account Life insurance Paid time off Vision insurance Application Question(s): Please give a brief description of how your past job experience has prepared you to be successful at this job?

Work Location:

In person