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Case Manager Supervisor

Irvine, CA

WHY JOIN TAXRISE?

At TaxRise, we don’t just provide tax relief services; we provide hope, stability, and solutions to individuals and families facing financial uncertainty. Our team is passionate about reshaping the tax resolution industry through innovation, empathy, and unwavering commitment to our clients.

Join us and make a tangible difference in people’s lives while growing your career with a team that values your contributions.

ABOUT THE ROLE

The Case Manager Supervisor oversees a team of Tax Prep Analysts and Case Managers within the tax preparation department. This position plays a vital role in supporting our tax preparers by coordinating the flow of documents and communications between clients and internal teams. The Case Manager Supervisor ensures productivity benchmarks are met while delivering an outstanding client experience.

The ideal candidate will have prior experience preparing taxes for individuals and businesses, managing or leading teams, and a natural ability to motivate others, solve problems, and prioritize effectively in a dynamic environment.

We’re all about that in-person vibe—this role is 100% on-site! If you’re excited to work side-by-side with our team (or are ready to make the move), then you’re a perfect fit. If not, we kindly ask you to hold off on applying. Thanks for understanding and happy job hunting!

HOW YOU’LL BE REWARDED

At TaxRise, Inc., we believe in rewarding hard work and dedication! We offer our team members a competitive salary and commission structure, along with growth opportunities and ongoing development.

  • Base salary: $70,000 – $75,000 annually
  • Commission: Additional performance-based commission opportunities available

WHAT YOU’LL DO

Team Leadership & Oversight

  • Manage a team of Tax Prep Analysts and Case Managers to ensure accurate and timely document collection and client communication
  • Provide continuous training and coaching to improve team performance and client satisfaction
  • Monitor pipeline dashboards to track case progression and ensure cases are moved efficiently to Tax Preparers

Performance Management

  • Review team KPIs, including client satisfaction rates, daily talk time, contact attempts, and document collection metrics
  • Ensure daily tasks, appointments, and urgent priorities are completed before end of day
  • Communicate updates to procedures and ensure team compliance

Client Escalations & Quality Assurance

  • Handle escalated client calls with empathy and a solution-oriented approach
  • Collaborate with internal departments to ensure seamless client experiences
  • Identify areas for departmental improvement and recommend solutions to leadership

Administrative Support

  • Maintain accurate case records and CRM updates
  • Track team attendance and performance and escalate issues appropriately
  • Assist with documentation, engagement letters, and interdepartmental coordination

WHAT YOU’LL NEED TO HAVE

  • 2+ years of experience in a supervisory or lead role
  • Hands-on tax preparation experience (1040, 1065, 1120, 1120S, 1041, 941, amended and state returns)
  • Familiarity with Schedules A, B, C, D, and E
  • Experience managing a client-facing team in financial services, tax resolution, lending, or a similar field
  • Proven ability to balance priorities in a fast-paced environment
  • Excellent verbal and written communication skills
  • Strong customer service and decision-making skills
  • Proficiency with CRM systems, TalkDesk or similar platforms, Microsoft Office Suite, and Google Workspace

We understand that potential comes in many forms. Even if you don’t meet every single requirement, we still encourage you to apply.

WHAT WE OFFER

We believe in taking care of our team so they can take care of our clients. Here’s what you can expect as part of the TaxRise family:

  • Medical, Dental, and Vision Insurance (starting after 60 days)
  • Paid Time Off (Vacation, Sick Days, Company Holidays)
  • Wellness Days to recharge when you need it most
  • 401(k) retirement plan with company match
  • Professional Development Program to support your growth
  • Access to our on-site gym and gaming lounge
  • Catered team lunches every Friday
  • Fun and energizing quarterly company outings

 

ABOUT US

At TaxRise, our mission is simple yet impactful: to revolutionize the way taxpayers navigate their tax challenges. We believe in the power of lifting others up, and that's the driving force behind everything we do. 

When you join us, you're not just becoming part of a company; you're joining a movement. We're a team that thrives on celebrating successes and making a genuine impact on people's lives.

We're proud to be the fastest-growing company in our industry, and we're on the lookout for exceptional individuals to help us continue our journey of transformation.

If you're ready to bring your unique talents and innovative spirit to a company where your work truly matters, TaxRise is the place to be. Join us and be part of a team that’s reshaping the future of tax resolution.

 

OUR COMMITMENT

At TaxRise, we’re proud to be an equal opportunity employer. We know that a world-class culture stems from the diversity and talent of our team. We provide equal employment opportunities (EEO) to all without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable law.

TaxRise is also committed to ensuring equal opportunity in employment for qualified persons with disabilities. If you require any reasonable accommodation throughout the recruiting process, please let your recruiter know.

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