Case Manager - Guardian Tax
Irvine, CA
About the Job
Guardian Tax is Urgently Hiring!
Are you ready to dive into the exciting world of tax management? If you have a passion for numbers, thrive in a dynamic environment, and love solving the mysteries of tax codes, we have the perfect opportunity for you. Get ready to embark on a thrilling journey where each day brings new challenges and opportunities to shine. Join us at Guardian Tax and let's conquer the world of taxes together!
What Awaits You:
Imagine a role where every day is an adventure, and you become the hero helping clients with settlement offers, payment plans, and shielding them from IRS audits! As a Client Care Representative, you'll be the key player ensuring a seamless experience for both our clients and your career.
Responsibilities:
- Case Manager Extraordinaire: Be the main point of contact between clients and Tax Professionals.
- Client Advocate: Handle a caseload of resolution and tax prep files, assisting clients with documentation and follow-ups.
- Communication Guru: Document all client interactions and maintain regular contact via phone and email.
- Time Management Pro: Manage a heavy caseload (200-300 clients) efficiently and prioritize excellent customer service.
- Closer: Aim for at least 15 case closures per month and maintain a minimum of 2 hours of talk time daily (3-4 hours preferred).
What We're Looking For:
- Tech Savvy: Proficient in G Suite, Microsoft Office, and CRM systems.
- Excellent Communicator: Exceptional written and verbal skills.
- Time Management Maestro: Ability to juggle multiple tasks and keep things moving smoothly.
- Positive Vibes: Enjoy a workspace filled with good music to boost productivity.
- Experience: 6 months to 1 year as a Case Manager is a plus, but not required. No experience? No problem! We encourage you to apply.
Perks That Spark Joy:
- Game Time: Enjoy break time with Ping Pong, pool, and foosball. We believe in working hard and playing even harder.
- Music Magic: Let upbeat music fuel your day and keep the positive energy flowing.
- Wellness Perks: Free gym membership to keep you in top shape, both mentally and physically.
- Office Oasis: Our indoor/outdoor game room is the perfect escape when you need a break from saving the day.
- Comprehensive Benefits: Dental, medical, and vision insurance, plus bonus pay.
If you're ready for a career that's both fulfilling and fun, hit apply and let's redefine what it means to work hard and play harder!
Source : Guardian Tax