Allies Tax Services is seeking a dedicated and detail-oriented Case Manager to join our growing team.
The ideal candidate will play a key role in supporting our clients by providing guidance, ensuring compliance, and helping navigate complex tax matters. This position requires strong organizational skills, the ability to manage multiple cases efficiently, and a solid understanding of financial principles.
Key Responsibilities:
- Analyze clients’ financial situations and make informed, strategic decisions based on information provided by clients and tax agencies
- Review and interpret IRS transcripts (preferred)
- Manage and prioritize a caseload based on complexity, urgency, and volume
- Work independently with minimal supervision while maintaining strong attention to detail
- Perform additional duties as assigned
- Tax preparation experience is a plus
Compensation:
- $19 – $22 per hour (based on experience)
What We Value:
- Detail-oriented — committed to quality and precision
- Driven — motivated, proactive, and growth-focused
- People-oriented — supportive, collaborative, and client-focused
This Role Is Ideal For:
- Individuals driven to pursue new opportunities and build their careers
- Applicants without a college degree
- Candidates seeking long-term professional growth in the tax resolution industry
Preferred Qualifications:
- Bilingual in English and Spanish is a plus but not required
Schedule:
Pay: $19.00 - $22.00 per hour
Benefits:
- Paid sick time
- Paid time off
Experience:
- Customer service: 1 year (Required)
Language:
Ability to Commute:
- Irvine, CA 92614 (Required)
Work Location: In person
