Case Manager

Guardian Tax

Irvine, CA

Join the Guardian Tax Team – Your Next Career Adventure Awaits!

Are you a go-getter who loves numbers, solving challenges, and making an impact? If so, get ready to level up your career in tax management with Guardian Tax! This isn't just another 9-to-5—it's your chance to dive into an exciting, fast-paced world where every day brings something new and rewarding.

Why Guardian Tax?

Here's your chance to take on the role of a Case Management and play a vital part in helping clients navigate the complex world of taxes. You'll be the key player ensuring smooth processes for our clients, and we'll make sure you have a ton of fun along the way!

What You'll Be Doing:

✨ Case Manager Extraordinaire: Be the go-to person for clients and tax professionals, making sure everything runs smoothly. Client Advocate: Manage your own caseload and support clients with everything from documentation to follow-ups. Communication Guru: Be in constant touch with clients, updating them via calls and emails to ensure they're in the loop. ⏱ Time Management Pro: Handle a caseload of 200-300 clients and keep things moving with precision and efficiency. Closer: Hit your goals with at least 15 case closures a month and stay engaged with clients for a solid 2-4 hours of call time a day.

Who We're Looking For:

Tech-Savvy: You're comfortable using G Suite, Microsoft Office, and CRM systems. Great Communicator: You've got killer verbal and written skills that make talking to clients a breeze. Time Management Boss: You can juggle multiple tasks like a pro and keep everything running smoothly. Positive Vibes: You'll thrive in a fun and energetic atmosphere—music pumping, team spirit strong, and good vibes all around! Experience: Got 6 months-1 year of experience as a Case Manager? Great! No experience? Don't worry, we're all about growth and training!

What's in It for You?

Game Time: Take a break and get competitive with Ping Pong, Pool, and Foosball in our game room. Music Magic: Pump up your productivity with music that keeps the energy high and the day flowing. Wellness Perks: Free gym membership—because your health and wellness matter to us. Office Oasis: Indoor and outdoor hangout areas for those much-needed breaks. Comprehensive Benefits: Health, dental, and vision insurance, plus bonus pay!