Case Manager – Tax Resolution (Irvine, CA | In-Office)
Guardian Tax is hiring an experienced Case Manager to take ownership of client cases, provide clear guidance, and keep the process moving forward efficiently. This role is ideal for someone who is confident in their expertise, thrives in a fast-paced setting, and values being a reliable resource for both clients and team members.
What You’ll Be Doing
-
Oversee cases from initial onboarding through final resolution
-
Serve as the primary point of contact, keeping clients informed and setting clear expectations
-
Coordinate with enrolled agents and internal teams to ensure steady case progress
-
Stay organized while managing a high volume of active cases and deadlines
-
Meet monthly goals while maintaining a high level of client satisfaction
What You Bring
-
Previous experience in case management
-
Strong communication skills
-
Excellent organizational skills and attention to detail
-
Confidence using CRM systems and handling multiple workflows
-
A professional, dependable, and team-oriented approach
Why Guardian Tax
-
Play a key role in helping clients resolve complex tax issues
-
Work in a collaborative, high-energy office environment
-
Ongoing training and support with opportunities to grow your career
-
Work alongside knowledgeable teams who support your success
Compensation
-
Competitive hourly rate
-
Performance-based bonuses
Benefits
-
Medical, dental, and vision coverage
Position Details
-
Location: Irvine, CA (in-office only)
-
Schedule: Monday–Friday, 8:00 AM – 5:00 PM
Apply Now
If you’re an experienced case manager looking for a role where you can make an impact and continue to grow, apply today. This position is actively hiring and moving quickly.