**Location:** Woodland Hills, CA 91367 (On-site)
**Pay Range:** $24.00 - $31.00 per hour
**Job Type:** Full-time
**Schedule:** Monday to Friday, 8-hour shift
**Benefits:** Dental, Health, and Vision /401k
**About the Role:**
We are seeking a detail-oriented and proactive Case Manager to serve as the central point of contact for our valued tax resolution clients. Working closely with our expert Tax Professionals, you will play a crucial role in ensuring clients are well-informed, their documentation is current, and they remain compliant with tax regulations. Your primary function will be to gather and analyze essential client information, acting as a vital liaison to empower our Tax Professionals in determining the most effective resolution strategies. This role is similar to that of a paralegal, focusing on document collection, case analysis, and clear communication to facilitate optimal client outcomes.
**What You'll Do:**
+ Act as the primary liaison for clients, providing exceptional customer service, regular updates, and clear communication throughout the tax resolution process.
+ Collect, review, and ensure the quality of essential client documents and financial information.
+ Conduct thorough analyses of client accounts to support Tax Professionals in developing strategic service directions.
+ Effectively manage a substantial client caseload, diligently monitoring deadlines, client requirements, and ongoing compliance.
+ Collaborate with Tax Professionals on case strategy and ensure all necessary criteria are met for successful resolution.
**What You'll Bring:**
+ Associate degree required; Bachelor's Degree is a plus.
+ Minimum of 2 years of experience in customer service, legal administration, or financial administration.
+ At least 2 years of proficiency with Microsoft Office Suite.
+ Minimum of 2 years of experience utilizing CRM software.
+ A minimum of 3 years of experience in financial analysis.
+ Tax Resolution experience is highly preferred (candidates may be assessed on this).
+ Exceptional organizational skills with a keen eye for detail.
+ Strong written and verbal communication skills.
+ Ability to commute to our Woodland Hills, CA 91367 office is mandatory.
+ Willingness to relocate to Woodland Hills, CA 91367 before the start date is required.
**Pay Details:** $24.00 to $31.00 per hour
Equal Opportunity Employer/Veterans/Disabled
To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to https://www.adecco.com/en-us/candidate-privacy
The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:
+ The California Fair Chance Act
+ Los Angeles City Fair Chance Ordinance
+ Los Angeles County Fair Chance Ordinance for Employers
+ San Francisco Fair Chance Ordinance