Case Manager at Guardian Tax

extra holidays - extra parental leave - fully flexible
Work set-up: 
Full Remote
Contract: 
Experience: 
Entry-level / graduate
Work from: 

Offer summary

Qualifications:

6 months to 1 year of tax relief case management experience., Strong organizational and follow-up skills., Ability to manage a caseload of 200-300 clients., Fast learner and adaptable to a dynamic environment..

Key responsibilities:

  • Manage and organize client cases, guiding them through documentation and updates.
  • Communicate effectively with clients and tax professionals via phone.
  • Aim to close 15+ cases per month and meet monthly goals.
  • Maintain high levels of client service and follow-up.

Guardian Tax logo
Guardian Tax Financial Services SME https://guardiantax.com/
51 - 200 Employees
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Job description

🎯 Your Next Big Move Starts Here – Join the Guardian Tax Relief Team! 🎯

Tired of the same old 9-to-5? Ready to grow your career in a high-energy environment where the vibe is upbeat, the teamwork is strong, and yes—the snacks are always stocked? 😎
At Guardian Tax Relief, we’re serious about helping people solve real tax problems—but we don’t believe work should be boring. If you’re looking for a role that’s both meaningful and fun, you just found it. 💼✨

🚨 We’re hiring Case Managers—full-time, in-person, and ready to roll in Irvine, CA! 🚨

🌟 Why You’ll Love It Here
Let’s be real—most jobs are... well, jobs. But this is your chance to join a team that’s dynamic, fun, and mission-driven. You’ll be on the front lines helping clients navigate their tax troubles while being surrounded by an upbeat, supportive crew that actually enjoys showing up to work.

🧠 What You’ll Be Doing:

  • Case Master: Be the go-to for clients and tax pros, keeping things organized and on-track.
  • Client Hero: Own your caseload—think 200-300 clients—and guide them through documentation, updates, and everything in between.
  • Phone Pro: Communicate with clarity and confidence—expect 2–4 hours of client call time a day.
  • Closer Energy: Aim to close 15+ cases a month and crush your monthly goals.

🙋 Who We’re Looking For:

  • Got 6 months–1 year of tax relief case management experience? Perfect.
  • New to the game but a fast learner? We’ve got training for that too.
  • You thrive in fast-paced environments and juggle tasks like a champ.
  • You’re organized, people-savvy, and can manage follow-ups like a pro.
  • Bonus points if you love music, love snacks, and love laughing at work.

🍕 Office Perks You’ll Brag About:

  • 🎧 Music all day, every day—it’s never quiet here (unless we’re closing deals).
  • 🏓 Game room with ping pong, pool, and foosball when you need a break.
  • 🍿 Endless snacks—we keep the kitchen stocked so you’re always fueled.
  • 🥗 Friday team lunches—because who doesn’t love free food and good vibes?
  • 🌿 Chill zones indoors and outdoors for when you need a breather.
  • 🏋️ Free gym membership—we take wellness seriously.
  • 💼 Health, dental, vision + bonus pay—it’s not all fun and games (just mostly)

📢 Important Info
This is an in-office position—no remote roles available. We want team players who are present, engaged, and ready to grow with us!

🎯 Ready to Level Up?
If you're someone who wants a meaningful career and a seriously fun work environment, hit that APPLY button.
We work hard, we laugh loud, and we close deals like pros.
Let’s make magic happen. 🚀

#GuardianTaxRelief #NowHiring #TaxReliefCareers #WorkHardPlayHard #OfficeVibes #CaseManagerLife #ApplyNow

Required profile

Experience

Level of experience: Entry-level / graduate
Industry :
Financial Services
Spoken language(s):
English
Check out the description to know which languages are mandatory.

Other Skills

  • Goal-Oriented
  • Time Management
  • Teamwork
  • Adaptability
  • Problem Solving

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