Tax Relief Case Manager

Overview

Tax Resolution is a leading tax relief company dedicated to helping individuals and businesses resolve tax issues. We are looking for a Case Worker to assist clients in navigating the tax relief process and advocate on their behalf.

• Client Management:
  Conduct consultations, gather financial documents, and assess eligibility for tax relief programs.
• Communication & Support:
  Serve as the primary point of contact for clients, providing updates and guidance throughout the resolution process.
• Collaboration:
  
  Work with legal and tax teams to develop strategies and submit necessary documentation to the IRS and state agencies.
• Follow-up & Documentation:
  Ensure timely case follow-ups, track progress, and maintain accurate records.
• Manage and supervise a team of other case workers
• Identify and evaluate CRM platforms and tools (examples referenced: IRSlogics, IRS Solutions, Ledger CRM, Pit Bull Tax ) to support workflow and data management

• Education:
  
  Bachelor’s degree in business, finance, or a related field (not required, but preferred) or equivalent experience
• Experience:
  
  3+ years in case management or tax resolution (preferred)
• Skills:
  
  Strong communication, organizational, and time management skills. Proficiency in Microsoft Office and case management software

• Job Type &
  
  Location:
  
  Permanent position based out of Costa Mesa, CA. Fully onsite
• Pay and Benefits:
  
  Salary range $70,000.00 - $80,000.00 per year. PTO, insurance and benefit options, sick pay
• Workplace:
  Onsite in Costa Mesa, CA
• Final date to receive applications:
  Anticipated to close on Jan 30, 2026

TEKsystems is a leading provider of business and technology services and an Allegis Group company. We are an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any other characteristic protected by law.

About TEKsystems and TEKsystems Global Services:
We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients across North America, Europe and Asia. Learn more at