Case Manager ( Key Business Services)

Position: Case Manager ( Key Business Services)

Location: Irvine, CA

Details: Full Time- In Office Position

Pay: $24-$26/ Hour

Job Description

Alleviate Tax is a rapidly growing tax resolution/preparation firm. Alleviate Tax is a 2022 and 2023 finalist for the Better Business Bureau Torch Awards for Ethics. This is the most prestigious award given by the better business bureau. The award honors organizations whose leaders demonstrate a high level of personal character, meet the highest standards of ethics, and generate trust with customers and the community. We also were awarded 2022 and 2023 Top Workplace in Orange County.

Alleviate Tax is on a mission to change tax resolution! Our company culture is one of love and collaboration. We love our clients, and we love our colleagues!

We are looking for a self-motivated, hardworking, high-energy Case Managers to join our white glove servicing team and hit the ground running. If this sounds like something you are interested in, please reach out to our recruiter Juliet Arpaia.

We are looking for 3-5 Case Managers to start immediately. If you are interested, please send your resume to our Recruiter Juliet Arpaia. ==>Julieta@alleviatetax.com.

** Urgently Hiring**

Email: JulietA@alleviatetax.com

Responsibilities:

As a Case Manager, your job is to be the primary point of contact between the Client and Tax Professionals working on their files for various services for business and schedule c clients. These services include compliance (estimated tax, federal tac deposits), bookkeeping, entity formation, trust formation, asset protection, RO representation and IRS resolution. This includes but is not limited to:

• Using our software to keep track of and obtain various forms, documents and records from our clients, to be submitted to Tax Professionals;
• Provide a white glove experience to your pipeline
• Communicate with clients and Tax Professionals in a helpful manner with a priority on customer service.
• Assist clients with completing IRS forms.
• Constant phone and email follow up (contacting every client at least once every 2 weeks)

Requirements:

• Ability to work 8-hour shift Monday- Friday 8:00AM-5:00PM.
• 3+ year working in administration, customer service, financial services (preferred)
• Tax Resolution or Tax Accounting experience required, EA or CPA preferred
• Proficient and easily adaptable to CRM software and computer systems
• Excellent communication skills, written and verbal.
• Proficient and easily adaptable to custom software and computer systems
• Excellent communication skills, written and verbal.
• Passionate Customer Service skills
• Work in a fast-paced environment

Benefits:

• Medical, Dental, Vision after 60 days of employment
• PTO, Holiday Pay 401K Matching
• Growth Opportunities
• Fun, lively work environment
• Beautiful office location

Compensation:

• $24.00 - $26.00/hr. depending on experience
• Room for upward mobility as our company is expanding rapidly.

Alleviate Tax is an equal employment opportunity employer to all, regardless of age, ancestry, color, disability (mental and physical), exercising the right to family care and medical leave, gender, gender expression, gender identity, genetic information, marital status, medical condition, military or veteran status, national origin, political affiliation, race, religious creed, sex (includes pregnancy, childbirth, breastfeeding and related medical conditions), and sexual orientation.

Job Type: Full-time

Pay: $24.00 - $26.00 per hour

Expected hours: 40 per week

Benefits:

• Dental insurance
• Employee assistance program
• Flexible spending account
• Health insurance
• Life insurance
• Paid time off
• Referral program
• Retirement plan
• Vision insurance

Schedule:

• 8 hour shift
• Monday to Friday

Ability to Relocate:

• Irvine, CA 92612: Relocate before starting work (Required)

Work Location: In person