Manage a portfolio of client tax cases from onboarding through resolution, provide consistent communication and support, coordinate with enrolled agents and compliance, handle multiple priorities in a high-volume environment, and meet monthly performance targets.
Case Manager – Guardian Tax (Irvine, CA | In-Office)
Guardian Tax is seeking a motivated, detail-oriented Case Manager who brings professionalism, empathy, and strong communication to every client interaction. If you thrive in a fast-paced environment and take pride in being a dependable point of contact, this is a great opportunity to join a collaborative, results-driven team.
Why Join Guardian Tax- Make a meaningful impact by helping clients resolve challenging financial situations
- Work in a team-focused office environment with shared goals and wins
- Opportunities for growth through ongoing training and leadership support
- Collaborative culture with experienced professionals
- Manage a portfolio of client cases from onboarding through completion
- Provide consistent communication, updates, and high-quality client support
- Partner with enrolled agents and compliance teams to move cases forward
- Handle multiple priorities in a high-volume, deadline-driven environment
- Meet monthly performance targets while maintaining client satisfaction
- Minimum of 6 months of experience in case management required
- Strong communicators with a client-focused approach
- Highly organized with the ability to manage multiple tasks
- Comfortable learning and using new systems
- Positive, coachable, and team-oriented
- Competitive hourly pay
- Bonus potential
- Location: Irvine, CA (in-office only)
- Schedule: Monday–Friday, 8:00 AM – 5:00 PM
Submit your application today—this role is actively hiring.
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