Case Manager - Job Description (August 2026)
Location: Irving, TX (Onsite)
Schedule: Monday–Friday, 40 hours/week
Start Date: August 2026 (in-person training)
Status: Full-time, Exempt
About TaxSolve
TaxSolve was founded by experienced tax professionals with a mission to bring integrity, transparency, and a better client experience to the tax resolution industry. As we grow, we’re looking for team members who are motivated, adaptable, and committed to helping clients navigate complex tax situations with confidence.
Learn more about our company at https://taxsolve.com/
Role Overview
As a Case Manager, you will serve as the primary point of contact for clients throughout their tax resolution journey. You’ll partner closely with Enrolled Agents and other tax professionals to guide clients through the process, ensure timely progress, and deliver a high-quality, empathetic customer experience.
This role is ideal for someone who thrives in a fast-paced environment, enjoys problem-solving, and takes ownership of client outcomes from start to finish.
Key Responsibilities
- Serve as the main point of contact for assigned clients, providing clear guidance and regular updates
- Collect, review, and track required documentation to support resolution cases
- Manage case timelines and ensure deadlines are met across multiple active clients
- Respond to client inquiries via phone, email, and text with professionalism and empathy
- Collaborate with tax professionals to move cases forward efficiently
- Maintain accurate, organized, and confidential client records
- Identify and escalate issues or risks that may impact case progress
- Support process improvements and contribute to a positive team environment
Qualifications
- 2+ years of corporate work experience
- 1+ year of client-facing or customer service experience
- Strong organizational skills and ability to manage multiple priorities
- Excellent communication skills (written and verbal)
- Ability to handle sensitive situations with professionalism and empathy
- High attention to detail and strong follow-through
- Comfortable using Google Workspace and Slack
- Basic financial literacy
Preferred:
- Bachelor’s degree
- Experience in tax, finance, or resolution services
What We’re Looking For
- A proactive, solutions-oriented mindset
- Strong sense of ownership and accountability
- Ability to adapt in a fast-growing, evolving environment
- Team player with the ability to work independently
- Genuine commitment to delivering a high-quality client experience
Compensation & Benefits
- Salary: $50,000 – $55,000 annually
- 401(k) with company match
- Health insurance
- Paid time off, sick leave, and company holidays (including floating holidays)
- Education reimbursement
- Paid training and development
- Wellness program
** To apply for this position, please complete the initial Indeed application and once you submit, please use the Rippling link to continue the application process. BOTH Indeed and Rippling applications need to be submitted in order to move forward in the hiring process.
Pay: $50,000.00 - $55,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Paid time off
- Professional development assistance
- Vision insurance
Ability to Commute:
- Irving, TX 75062 (Required)
Work Location: In person
