Manage client tax-related cases from onboarding through completion, provide regular updates and support, coordinate with enrolled agents and compliance teams, handle multiple deadlines, and meet performance targets while maintaining client satisfaction.
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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