Tax Resolution Case Manager at Remedy Tax Solutions | Torre
Tax Resolution Case Manager
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Remedy Tax Solutions

Tax Resolution Case Manager

Remedy Tax Solutions
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Emma
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Full-time

Legal agreement: Employment

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Remote (anywhere)
Posted 5 months ago

Responsibilities

The Case Manager serves as the primary point of contact for clients throughout the tax resolution process. This role is responsible for guiding clients through each stage of their case, gathering required documentation, maintaining consistent communication, and ensuring cases move forward efficiently. The Case Manager works closely with internal teams to help deliver a smooth client experience and support successful case outcomes. Key Responsibilities: - Serve as the main point of contact for clients regarding their tax resolution case. - Build and maintain strong client relationships through consistent follow-up and clear communication. - Gather and review essential documents needed to resolve tax liabilities with the IRS and/or state tax agencies. - Manage an assigned case pipeline and keep cases moving by proactively contacting clients for missing documents, payments, and status updates. - Educate clients on the resolution process, required documentation, and next steps in their case. - Maintain accurate and detailed case notes in the CRM and ensure all client records are up to date. - Coordinate with enrollment, compliance, sales, and resolution teams to ensure a seamless handoff and case progression. - Monitor case milestones, deadlines, and client responsiveness to avoid delays. - Follow up with clients regarding outstanding balances, required forms, and supporting financial information. - Provide timely updates to clients on case status and escalate urgent issues when needed. - Help ensure all case files are complete, organized, and ready for submission or review. Qualifications: - Experience in tax resolution, tax relief, customer service, case management, or a related field preferred. - Strong communication and relationship-building skills. - Excellent organization and time management abilities. - Ability to manage multiple cases and priorities at once. - Detail-oriented with strong follow-through. - Comfortable handling sensitive financial and personal information. - Experience using CRM systems and document management tools. - Ability to work effectively in a fast-paced environment.
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