Hybrid Case Manager at Guardian Tax

✨ Ready to Make a Difference? Become a Tax Case Manager!

Location: In-Person | Irvine, CA | M–F, 8AM–5PM

Ready to start a career where you actually help people and grow professionally?

At Guardian Tax, we’re not just resolving IRS debt—we’re restoring peace of mind. Whether you’ve got a little case management experience or are looking to break into the tax relief world, we’ll train you to thrive. If you’re organized, people-smart, and looking for a place to grow (with good vibes and better benefits), we’d love to meet you.

💼 What You'll Do:

• Be a Trusted Point of Contact: Support clients throughout their tax resolution journey.
• Manage Your Caseload: Keep track of 200–300 active clients with care and consistency.
• Communicate Like a Pro: Make regular phone calls, send updates, and follow up on documents—expect about 2–4 hours of talk time per day.
• Close Cases Confidently: Help clients reach resolution and hit closure goals (we aim for 15+ per month).
• Collaborate with a Strong Team: Work closely with enrolled agents and other departments to move cases forward smoothly.

🙌 What We’re Looking For:

• Experience: 6+ months in case management is a plus—but we also welcome fast learners with no experience.
• Tech Skills: Familiar with G Suite, Microsoft Office, and navigating CRMs.
• Strong Communicator: You’re clear, professional, and great at keeping people informed.
• Time Management Boss: You know how to prioritize and keep things moving without getting overwhelmed.
• Positive, Team-Oriented Energy: Our office thrives on upbeat, respectful, and hardworking teammates.

🎉 Perks & Culture:

• ✅ Full Training Provided – We don’t expect you to know everything; we’ll show you the ropes.
• 🎵 Upbeat Office Vibes – Music always playing, teammates cheering each other on.
• 🏓 Breakroom Games – Take 5 with ping pong, pool, or foosball.
• 🧘‍♀️ Free Gym Membership – Health is wealth, and we’ve got your back.
• 🌿 Chill Zones – Enjoy our indoor & outdoor lounge spaces.
• 🩺 Benefits Package – Health, dental, vision, and bonus opportunities.

🚨 Please Note:

This is not a remote position. Applicants must be able to commute to our Irvine, CA office Monday through Friday, 8AM–5PM.

This isn’t just a job—it’s a launchpad for your career in tax relief. If you’re ready to work hard, grow fast, and be part of a fun, high-performing team, hit Apply Now and start your journey with Guardian Tax!