Bilingual (Spanish/English) Tax Resolution Case Manager Needed
Job Summary
Bilingual (Spanish/English) Tax Resolution Case Manager Needed We are a Tax Resolution Company located in Simi Valley. Our company is growing and we need tax assistants and case managers to assist our Enrolled Agents to resolve client files.
Requirements
Remain focused and productive in a fast-paced environment
The ability to recognize deadlines and work well under pressure and in a deadline driven environment
Proficient and comfortable with office equipment (Computer skills - Microsoft Office, Outlook)
Ability to multitask while working with clients and navigating our software/database
Must not be afraid to make contact with clients by phone or meet them in person
Organize, strong written and communication skills
Excellent customer service experience
Job Duties
Ability to understand and prioritize deadlines and case urgency
Prioritize daily case load assignments and case closures
Collect and scan documents into clients' case file
Contact clients for additional documents/information necessary to complete their cases
Addressed any IRS and State letters and escalate case if needed for client's account protection
Provide case status and updates to clients
Review, prepare, and update IRS/State financial statements
Prepare and update IRS/State Power of Attorneys
Preparing case file and working closely with enrolled agents and tax preparer towards case resolution
Greet and contact clients over the phone and in person and verify clients’ personal information and update files as needed
Job Features
Compensation: $15-$18/Hour
Full or Part Time: Full Time
Work Schedule: Monday-Friday
Seasonal or Year Round: Year Round Employment