Jr. Case Manager, Tax Resolution

Mightyworks       |    Location:CA       |    Country:United States Of America

<p>Are you looking for a company you can grow with? How about a role where you actually see yourself progressing and opportunities&nbsp;to promote to the next level is REALLY A THING??<br /> <br /> Looks like we found each other!! We are in search of long-term employees with the drive and motivation to continue to grow within our company and are ready to start on their career path...<br /> <br /> We are in GROWTH MODE and looking to bring on Junior Case Managers, that will be trained and prepped to promote into Case Managers, handling your own caseloads and clientele.&nbsp;<br /> &nbsp;</p> <p>As a <strong>Junior</strong> <strong>Case Manager </strong>you will shadow a seasoned Case Manager and receive hands-on-training, in effort to develop your skill set and prepare you to be able to serve as a liaison between our clients and our Tax Professionals. Upon completion of training your primary responsibility will be to keep the client engaged throughout the resolution process. You will serve as the first line of response to clients and will be their primary point of contact throughout their services.</p> <p><br /> <strong>Your daily tasks will include but are not limited to:</strong></p> <ul> <li>Contacting clients to request documents required to properly service their case.</li> <li>Respond to inquiries from existing clients, handle inbound/outbound calls providing status updates</li> <li>Effectively communicate with clients and IRS Representatives</li> <li>Conduct financial analysis of taxpayer&rsquo;s income, expenses and assets.</li> <li>Manage and prioritize cases depending on complexity.</li> <li>Interact with clients, Tax Professionals and other departments.</li> <li>Use time management skills to prioritize daily workload.</li> <li>Provide an exceptional customer service experience with every customer facing interaction.</li> </ul> <p><strong>Qualifications:</strong></p> <ul> <li>1+ years in an Administrative and/or Customer Service role</li> <li>Excellent Customer Service and Communication skills (written &amp; verbal) skills</li> <li>A strong multitasker with superior organizational skills</li> <li>Positive Personality and Friendly disposition</li> <li>Proficient Computer skills</li> <li>Team player with a strong work ethic</li> <li>Capable and a self-starter work ethic</li> </ul> <p><br /> <strong>Salary:</strong> $15.00/per hour</p> <p><br /> <strong>What we are offering you:</strong></p> <ul> <li>Health Insurance (Medical/Dental/Vision)</li> <li>Growth Opportunities</li> <li>401K</li> <li>Paid Time Off (Vacation, Sick, Holiday)</li> <li>Career Growth Opportunities</li> <li>Business Casual &amp; Casual Friday Work Days</li> <li>Award Winning Work Culture!</li> </ul> <p><br /> <strong>*&nbsp;THE SAFETY OF OUR EMPLOYEES IS VERY IMPORTANT TO US, DURING THE COVID-19 PANDEMIC OUR STAFF HAS BEEN AND WILL CONTINUE TO WORK FROM HOME, UNTIL IT IS DEEMED SAFE TO RETURN TO THE OFFICE.<br /> New Hires will come into office on their 1st day to complete paperwork and begin training process, then will proceed to work for home.<br /> Must meet requirements to qualify for remote work.*<br /> <br /> <br /> Equal Employment Opportunity</strong></p> <p>All employment decisions shall be made without regard to age, race, creed, color, religion, sex, national origin, ancestry, disability status, veteran status, sexual orientation, gender identity or expression, genetic information, marital status, citizenship status or any other basis as protected by federal, state, or local law. Ideal Tax Solution is committed to providing veteran employment opportunities to our service men and women.</p> <p>&nbsp;</p>