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State Tax Case Manager

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 State Tax Case Manager is responsible for managing a portfolio of clients going through state tax resolution. This role serves as the primary point of contact for clients, ensuring a smooth and professional experience from onboarding through resolution. You will support the State Tax Investigation Specialists by collecting financial records, tax-related documents, and other key information required to assess and resolve state tax matters.

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 competitive hourly pay and the opportunity to earn a monthly bonus based on individual productivity, with even greater earning potential for those who are highly motivated, organized, and love exceeding goals.

  • 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 primary point of contact for clients throughout the case management process.

  • Provide clear guidance to clients regarding required documents, deadlines, and next steps.

  • Keep clients informed on case progress and manage expectations professionally and empathetically.

Document Collection & Financial Intake

  • Collect necessary tax-related documents and financial records from clients via phone, email, or portal.

  • Review submitted materials for completeness and accuracy.

  • Identify and follow up on missing or inconsistent information to ensure readiness for case review.

CRM & Case Management

  • Maintain accurate and detailed records of client interactions and documentation in the CRM system.

  • Monitor case progress and update statuses according to workflow timelines.

  • Collaborate with internal departments to ensure smooth transitions between case stages.

Administrative Coordination

  • Prepare and process engagement letters and authorization forms.

  • Track document submissions and ensure all required materials are received before internal deadlines.

  • Flag any client concerns or unusual case details to the State Tax Investigation Specialist for further review.

WHAT YOU’LL NEED TO HAVE

  • Previous experience in case coordination, loan processing, or administrative support roles; tax-related experience is a plus.

  • Excellent verbal and written communication skills.

  • Strong organizational skills with a sharp attention to detail.

  • Ability to multitask and prioritize in a deadline-driven environment.

  • Proficiency in CRM systems; experience with tax or financial platforms is a bonus.

  • A team-player mindset with a strong sense of accountability and follow-through.

  • Customer service expertise and a passion for delivering high-quality client experiences.

  • Knowledge of state tax processes is a plus — but we provide training!

We understand potential comes in many forms. Even if you don’t check every box, we encourage you to apply — we consider all qualified candidates.

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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