Case Manager

Posted 7 Days Ago
Be an Early Applicant
Irvine, CA, USA
In-Office
25K-25K Hourly
Entry level
Professional Services • Financial Services
The Role
The Case Manager will manage client cases, maintain communication, track deadlines, and provide a positive experience for clients.
Summary Generated by Built In
Case Manager

Guardian Tax | Irvine, CA (On-Site Position)

Guardian Tax is growing and looking for a motivated, organized Case Manager to join our in-office team in Irvine. If you work well in a fast-paced environment, communicate confidently, and enjoy helping clients through challenging situations, this could be a great fit for you.

This role is a great opportunity for someone with previous case management or tax relief experience who wants to continue growing with a supportive and driven team.

Responsibilities
  • Manage client cases from onboarding through completion
  • Keep clients updated and maintain consistent communication throughout their case
  • Work closely with enrolled agents and internal teams to keep files moving forward
  • Track deadlines, documents, and case activity to ensure everything stays on schedule
  • Handle multiple active files while staying organized and detail-oriented
  • Provide a positive and professional experience for every client
Qualifications
  • Minimum of 6 months of experience in case management required
  • Strong verbal and written communication skills
  • Ability to multitask and stay organized in a high-volume environment
  • Comfortable learning new systems and workflows
  • Positive attitude, dependable work ethic, and team-oriented mindset
Why Join Guardian Tax
  • Supportive and collaborative office culture
  • Hands-on training and leadership support
  • Growth opportunities within a rapidly expanding company
  • Meaningful work helping clients navigate financial challenges
Compensation & Schedule
  • Competitive hourly pay
  • Performance-based bonus opportunities
  • Monday–Friday | 8:00 AM – 5:00 PM
  • In-office position located in Irvine, CA
Apply Today

We’re actively hiring and excited to grow our team. If you’re looking for an opportunity to build your experience, grow professionally, and be part of a strong office culture, apply today!

Skills Required

  • 6 months of experience in case management
  • Strong verbal and written communication skills
  • Ability to multitask in a high-volume environment
  • Comfortable learning new systems and workflows
  • Positive attitude and dependable work ethic
Am I A Good Fit?
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The Company
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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