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!

Ready to Make It Happen? If you're ready to build a career that's challenging, rewarding, and  seriously fun, hit  APPLY NOW ! It's time to work hard, play harder, and redefine what success looks like.

This is not a remote position – Apply today and join our vibrant team at Guardian Tax!

Apply on guardian-tax-network.breezy.hr

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