- Conduct onboarding calls with every new client, review case information including but not limited to client's income, expenses, and assets to identify all necessary documents required for tax preparation of any unfiled years as well as documents needed to submit their resolution package to the IRS.
- Manage a pipeline of cases, set task reminders, schedule and conduct appointment calls and maintain frequent communication with clients via email and SMS to continuously progress cases forward.
- Properly document all calls, communications, and case status changes using the company CRM.
- Provide clients with constant updates of their cases using a transparent, open, and helpful tone to ensure high levels of satisfaction and proactively minimize confusion and complaints.
- Work with the case management team to resolve clients concerns as they arise and address any questions the client may have.
- Handle legal, confidential IRS documents such as IRS Transcripts and Notices with the ability to navigate and understand pertinent details reflected on documents.
- Manage and prioritize workload depending on the complexity and quantity.
- Work effectively with other departments such as Client Care, Tax Preparation, Resolution and Sales to provide exceptional customer service.
- Continuously research and develop strategies to defend the taxpayers' positions while ensuring collection enforcement to protect the client from any liens or levies.
- Ensure cases are maintained in accordance with company operating procedures.
- Distribute tax forms to clients as necessary.
- Perform other essential job functions as required or assigned.
- Proficient with TalkDesk or other cloud-based automated phone software.
- Proficient in Microsoft Office Suites, Excel, Google Gmail, Calendly and internal communication software.
- Excellent written and verbal communication
- Excellent customer services and call handling skills
- Excellent attention to detail
- Ability to prioritize, multi-task and mange time effectively
- Ability to remain focused and productive within a fast-paced environment while maintaining a strong work ethic
- Willingness to work in a high-energy, quickly changing, and demanding environment.
- 12 to 24 months' experience effectively managing and preparing 300 streamline resolution cases and 150 offer-in-compromise cases.
- High school diploma or general education degree (GED); or two years related experience and/or equivalent combination of education and experience.
- Medical, Dental, and Vision Insurance after 60 days
- Paid Time Off (Vacation, Sick, Holidays)
- Wellness Days
- 401(k) retirement plan
- Professional Development Program
- Access to on-site gym and gaming lounge
- Quarterly company outings
- Catered meals every Friday
- 401(k)
- 401(k)
- Dental insurance
- Employee assistance program
- Flexible spending account
- Health insurance
- Life insurance
- Paid time off
- Professional development assistance
- Referral program
- Retirement plan
- Vision insurance
- 8 hour shift
- Day shift
- Monday to Friday
Case Manager III - Irvine, United States - Taxrise
Description
*INTRO TO TAXRISE: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.
*ABOUT THE ROLE:
The Case Manager III is responsible for onboarding new clients, gathering all necessary documents to reach the best resolution possible and providing exceptional service throughout the client journey.
The Case Manager III will attentively manage a set of clients and ensure their cases are moving effectively through every stage of the process and communicate with clients with updates and other with significant milestones.
Case Manager III cases assigned will be a combination of requiring immediate action or with revenue officers designated.*WHAT YOU'LL DO:
*WHAT WE OFFER:
The above-range represents TaxRise's current good-faith pay scale for this role. TaxRise reserves the right to modify or update this range at any time.
At TaxRise, we're proud to be an equal opportunity employer.
We realize the key to creating a company with world-class culture and employee experience comes from who we hire and creating a workplace that celebrates everyone.
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 state or federal law.
Job Type:
Full-time
Pay:
$ $30.00 per hour
Expected hours: 40 per week
Benefits:
Schedule:
Work Location:
In person