Tax Relief Case Manager

Choice Tax Relief is seeking to hire an experienced remote Case Manager to serve our clients.

As a Case Manager, you will serve as the primary point of contact for our tax resolution clients and serve as a liaison between them and our Tax Professionals to ensure that clients are updated, informed, and up to date with their documentation and tax compliance.

Qualifications

• At least three years of experience as a Case Manager in the Tax Relief industry
• Exceptional organizational skills
• Proficient written and verbal communication skillset
• Experience with IRSLogics
• Experience with spreadsheets
• High degree of attention to detail, especially with respect to numbers

Responsibilities

• Onboarding clients via email and phone call after they have signed up for our services
• Preparing Forms 8821, 2848, and state equivalents and sending to clients
• Sending other requests — such as tax return preparation questionnaires, tax resolution financial analysis questionnaires, requests for bank statements and other documentation — to clients and following up with clients on these requests
• Checking quality and usefulness of documents submitted by clients
• Calling the IRS Practitioner Priority Line (yes, we use CallENQ) to perform compliance check and obtain transcripts
• Documenting all internal and external communication regarding the case, especially client communications, in IRSLogics
• Providing clients with a status update on their case at least every three weeks
• Preparing draft resolution analyses to present to Tax Professional for approval
• Assigning tasks to Sales and Tax Professionals as necessary to ensure that cases are worked as efficiently as possible and following up with these other team members on their tasks
• Making FTA requests with IRS Practitioner Priority Line
• Keeping track of client, IRS, and state deadlines to ensure that no deadlines are missed for the cases you work
• Portraying our services in the best possible light to clients (yes, even when the resolution is a full-payment IA with no penalty abatement) to minimize chargebacks and refund requests. This is essential to success as a Case Manager at a firm that sells best possible resolution to most clients.

Why Choice Tax Relief

Our existing staff has worked at the "big" shops in the industry...see why they like it better at Choice!

We are not an "offer mill" and pride ourselves in the high level of service we are able to provide our clients.

We have had ONE chargeback request in our history.

Look us up on BBB, Google, etc...no fake reviews!

Join us!!!

Job Type: Full-time

Pay: $70,000.00 - $80,000.00 per year

Benefits:

• Dental insurance
• Health insurance
• Paid time off

Schedule:

• Monday to Friday

Experience:

• Tax Relief Case management: 3 years (Required)

Work Location: Remote