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Tax Resolution 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 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.

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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