Tax Resolution Case Manager

ABOUT THE ROLE

The Tax Resolution Case Manager plays a key role in supporting our clients through the IRS resolution process. You’ll work closely with our Tax Professionals, including Enrolled Agents, to gather documentation, maintain communication, and guide clients through each phase of their case. This role is ideal for someone who thrives in a fast-paced environment, loves working with people, and is passionate about helping individuals resolve their tax challenges.

This is a 100% on-site position at our Irvine office. If you're energized by a collaborative, in-person environment, we’d love to meet you. If you’re looking for remote work, we kindly ask you to hold off on applying. Thanks for your understanding and happy job hunting!

HOW YOU'LL BE REWARDED

At TaxRise, Inc., we recognize hard work and commitment. We offer a competitive hourly wage and a monthly performance-based bonus, with strong earning potential for those who are proactive, detail-oriented, and client-focused.

• Base Pay: $22.00 - $24.00 per hour (full-time, 40 hours per week)

• Monthly Bonus: Average bonus potential of $800 - $1,200

WHAT YOU’LL DO

Client Communication & Support

• Serve as the main point of contact for clients throughout the IRS resolution process

• Educate clients on case progress, deadlines, and documentation requirements

• Provide regular updates and deliver excellent customer service with professionalism and empathy

Documentation & Intake Coordination

• Collect IRS-related documents such as income verification, expense records, and financial disclosures

• Review submitted materials for accuracy, completeness, and compliance with case needs

• Follow up on any missing information and help clients stay on track

Case Management & Collaboration

• Work closely with Enrolled Agents and Tax Professionals to ensure all documentation is in place for case analysis and negotiation

• Monitor case timelines and update case status and notes in the CRM

• Flag any issues or urgent matters to the Tax Professional for review

Administrative Support

• Assist in preparing engagement letters, authorization forms (e.g., 8821, 2848), and other required IRS documents

• Track client submissions and manage deadlines to prevent processing delays

• Ensure all client records are well-organized and up to date within our systems

WHAT YOU’LL NEED TO HAVE

• Prior experience in case management, loan processing, financial services, or administrative roles; tax resolution or IRS experience is a big plus

• Strong communication skills — both written and verbal

• Detail-oriented and organized with the ability to manage multiple priorities

• Proficiency with CRM software; experience with tax or accounting platforms is a bonus

• Comfortable navigating IRS forms and terminology (or eager to learn!)

• A team-first attitude with a high level of accountability and follow-through

• Passion for providing exceptional service to clients under financial stress

We believe potential comes in many forms. Even if your background doesn’t match every requirement, we still encourage you to apply — we’re excited to meet motivated candidates with a passion for making a difference.