Position: Jr. Case Manager
Location: Irvine, CA
Type: Full-Time, In-Office Position
Pay: $21 - $22 per hour + Bonuses
About Alleviate Tax:
Alleviate Tax is a dynamic, rapidly growing tax resolution and preparation firm dedicated to making tax resolution a more client-friendly process. We've earned recognition as a finalist for the 2022 and 2023 Better Business Bureau Torch Awards for Ethics, a prestigious honor that celebrates businesses with the highest standards of integrity, leadership, and customer trust. Additionally, we were awarded Top Workplace in Orange County for both 2022 and 2023.
At Alleviate Tax, we believe in creating a culture of collaboration and respect. Our mission is to change the landscape of tax resolution, and we do it with passion, integrity, and a focus on our clients and employees. If you’re excited about helping others, working in a collaborative environment, and growing with an innovative team, we’d love to meet you!
Role Overview:
The Junior Case Manager plays a critical role within a team‑based case management pipeline, supporting the timely movement of client cases through the full tax resolution lifecycle. Rather than operating in isolation, this position works collaboratively within a shared workflow, ensuring cases are continuously advancing, properly documented, and never left idle.
This is a high‑volume, fast‑paced, call‑driven role that requires disciplined task execution, exceptional attention to detail, and the ability to adapt quickly as priorities shift. The ideal candidate is organized, proactive, flexible, and comfortable managing frequent client communication while executing daily tasks within strict timelines and compliance requirements.
Success in this role is measured by team pipeline health, responsiveness, task completion, call activity, documentation accuracy, and the consistent advancement of cases toward resolution.
Key Responsibilities:
- Manage and advance cases within a shared team pipeline to ensure timely progression
- Handle high volumes of inbound and outbound client calls, emails, and follow‑ups
- Execute daily tasks according to priority, deadlines, and compliance requirements
- Identify stalled cases, missing documentation, or client inactivity and take action
- Conduct client intake, CIS interviews, and collect required financial documentation
- Maintain accurate case notes, records, and audit‑ready files in the CRM
- Prepare cases for licensed tax professional review and resolution
- Collaborate with team members to balance workload and support pipeline health
- Follow all SOPs, compliance standards, and data security protocols
Qualifications:
- Strong verbal and written communication skills
- Proven ability to handle frequent client calls and follow‑ups
- Exceptional attention to detail and organizational discipline
- Ability to manage multiple tasks and shifting priorities simultaneously
- Comfortable working in a fast‑paced, production‑driven environment
- Flexible, coachable, and adaptable to change
- Prior experience in customer service, case management, call centers, or financial services preferred.
Benefits:
- Medical, Dental, and Vision insurance after 60 days of employment.
- Paid Time Off (PTO) and Holiday Pay.
- 401(k) Matching for long-term financial security.
- Career Growth Opportunities – Alleviate Tax is expanding, and we’re eager to promote from within.
- Fun and Lively Work Environment – We pride ourselves on a positive and supportive culture.
- Beautiful office location in Irvine, CA.
Compensation:
- Competitive pay starting at $21.00 - $22.00 per hour, depending on experience.
- Bonuses based on performance.
- Opportunities for advancement as we continue to grow.
How to Apply:
If you’re ready to take on this exciting opportunity, please send your resume to our Sr. recruiter, Juliet Arpaia, at [email protected]
Equal Opportunity Employer:
Alleviate Tax is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees, regardless of race, religion, gender, age, disability, or any other characteristic.
Job Type: Full-time
Pay: $21.00 - $22.00 per hour
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
- Vision insurance
Work Location: In person
