Case Manager

Posted Yesterday
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Irvine, CA, USA
In-Office
Entry level
Professional Services • Financial Services
The Role
Manage a portfolio of client tax cases from onboarding to resolution, provide regular client communication, coordinate with enrolled agents and compliance, handle multiple priorities in a high-volume environment, and meet monthly performance targets while maintaining client satisfaction.
Summary Generated by Built In
Case Manager – Guardian Tax (Irvine, CA | In-Office)

Guardian Tax is seeking a motivated, detail-oriented Case Manager who brings professionalism, empathy, and strong communication to every client interaction. If you thrive in a fast-paced environment and take pride in being a dependable point of contact, this is a great opportunity to join a collaborative, results-driven team.

Why Join Guardian Tax
  • Make a meaningful impact by helping clients resolve challenging financial situations
  • Work in a team-focused office environment with shared goals and wins
  • Opportunities for growth through ongoing training and leadership support
  • Collaborative culture with experienced professionals
Key Responsibilities
  • Manage a portfolio of client cases from onboarding through completion
  • Provide consistent communication, updates, and high-quality client support
  • Partner with enrolled agents and compliance teams to move cases forward
  • Handle multiple priorities in a high-volume, deadline-driven environment
  • Meet monthly performance targets while maintaining client satisfaction
What We’re Looking For
  • Minimum of 6 months of experience in case management required
  • Strong communicators with a client-focused approach
  • Highly organized with the ability to manage multiple tasks
  • Comfortable learning and using new systems
  • Positive, coachable, and team-oriented
Compensation
  • Competitive hourly pay
  • Bonus potential
Position Details
  • Location: Irvine, CA (in-office only)
  • Schedule: Monday–Friday, 8:00 AM – 5:00 PM
Apply Today

Submit your application today—this role is actively hiring.

Skills Required

  • Minimum of 6 months of experience in case management
  • Strong communication skills and client-focused approach
  • Highly organized with ability to manage multiple tasks and deadlines
  • Comfortable learning and using new systems
  • Positive, coachable, and team-oriented
  • In-office work in Irvine, CA (Monday-Friday, 8:00 AM - 5:00 PM)
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The Company
HQ: Longmont, CO
55 Employees

What We Do

Guardian Tax is a professional tax resolution firm that helps individuals and businesses navigate complex tax filings and IRS issues. They provide expert tax preparation, resolution services, and guidance to help clients manage their financial futures, resolve tax debt, and ensure compliance with federal and state tax requirements. Their mission is to provide cost-effective, expert solutions that simplify the tax process and bring peace of mind to their clients.

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