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Anaheim Hills, CA | Full-Time | Nationwide Tax Advocates

At Nationwide Tax Advocates, we help individuals and businesses resolve IRS and State tax issues through proven tax relief solutions and exceptional client service. We are a fast-growing, highly rated tax resolution firm seeking experienced and motivated Tax Resolution Case Managers to join our team.

If you have prior tax resolution industry experience, enjoy helping people, thrive in a fast-paced environment, and want an opportunity for long-term growth, we want to hear from you.

Why Join Our Team?

Competitive pay based on experience.
Career growth opportunities within the company.
Work alongside Attorneys, Enrolled Agents, and CPAs.
Supportive and energetic team environment.
High-volume, fast-paced workplace with advancement potential.
Opportunity to make a real impact helping clients resolve serious tax issues.

Responsibilities:

Manage and prioritize a large volume of tax resolution cases.
Communicate directly with clients regarding case updates and documentation needs.
Contact the IRS and State Tax Agencies to verify account information and compliance status.
Request and review IRS transcripts, wage & income transcripts, and account records.
Prepare and update IRS and State Power of Attorneys.
Prepare and review financial statements and supporting documentation.
Work closely with Attorneys, Enrolled Agents, CPAs, and tax preparers toward case resolution.
Analyze client financial situations and escalate complex matters when necessary.
Respond to IRS and State notices to help protect client accounts.
Maintain detailed case notes and organize client files accurately.
Scan, upload, and manage documentation within company software systems.
Provide excellent customer service both over the phone and in person.

Qualifications:

Previous experience in the Tax Resolution industry REQUIRED.
Experience handling IRS compliance calls and transcript analysis REQUIRED.
Strong understanding of IRS procedures and tax resolution workflows.
Ability to multitask and manage heavy caseloads efficiently.
Excellent communication and organizational skills.
Strong attention to detail and ability to work independently.
Comfortable speaking with clients throughout the day.
Professional and customer service-oriented attitude.
Computer proficiency including Microsoft Office, Outlook, and CRM/database systems.
Bilingual English/Spanish is a plus.

Ideal Candidate:

The ideal candidate is dependable, motivated, organized, and thrives in a high-energy environment. We are looking for someone who can think critically, move quickly, and genuinely cares about helping clients through difficult tax situations.

If you are looking for a long-term opportunity with a growing company that values hard work, teamwork, and career development, apply today.

Job Type: Full-time

Pay: $19.00 - $26.00 per hour

Benefits:

On-the-job training.
Paid training.

Experience:

Tax Resolution Case Management: 2 years (Required).

Ability to Commute:

Anaheim Hills, CA 92808 (Preferred).

Ability to Relocate:

Anaheim Hills, CA 92808: Relocate before starting work (Required).

Work Location: In person

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Apply for Tax Resolution Case Manager at Nationwide Tax Advocates