Senior Case Manager

ABOUT THE ROLE :

Fresh Tax is growing rapidly, and we’re seeking passionate, motivated Case Managers to join our expanding team! As a Case Manager, you’ll serve as the primary point of contact between clients and our tax professionals, ensuring each client’s journey is smooth, supportive, and successful. Your goal is to deliver an outstanding client experience and help individuals achieve a fresh financial start.

This is a 100% on-site position at our Fresh Tax headquarters in Santa Ana, CA. We thrive in a collaborative, high-energy environment where teamwork drives success.

• Collaborative Culture :
  Work in an environment where teamwork and positivity are key.
• Industry Recognition :
  Proudly named a Top Workplace in Orange County two years in a row.
• Growth Opportunities :
  Fresh Tax’s rapid expansion means opportunities for career advancement.

• Hourly Pay : $19.00 - $24.00 per hour. (based on experience).
• Performance Bonuses Available.

• Manage a high-volume caseload (300-500 clients) using company software.
• Collect, track, and manage client documents and forms for submission to tax professionals.
• Maintain consistent communication with clients and tax professionals.
• Assist clients in completing IRS forms and keep them updated on case progress.
• Conduct regular client follow-ups (minimum contact every two weeks).
• Achieve a minimum of 15 case closures or resolutions per month.
• Develop a strong working knowledge of IRS and state tax procedures.

• Full-time availability (Monday-Friday, 8 : 00 AM - 5 : 00 PM).
• 1+ year experience in administration, customer service, or financial services. (tax resolution experience preferred).
• Proficiency with CRM software and adaptability to new systems.
• Strong written and verbal communication skills.
• Excellent organization skills and the ability to handle a fast-paced environment.
• A customer-first mindset with a passion for providing outstanding service.
• Spanish language skills are a plus.

• Paid training and onboarding.
• Performance-based bonuses.
• Clear growth and advancement opportunities.
• Referral bonus program.

• 401(k) with company matching.
• Paid sick time and holiday pay.
• Wellness Days to recharge when needed.
• Catered lunches every Friday.
• Fun, lively office environment with regular team events and outings.

Fresh Tax is a company that believes in rewarding effort, encouraging growth, and valuing every team member. If you’re passionate about helping people, delivering excellent service, and being part of a dynamic, thriving team, Fresh Tax is where your career can grow.

Apply today and take the next step in your career journey with Fresh Tax! We're hiring immediately and looking for individuals ready to make a difference.

Fresh Tax is proud to be an equal opportunity employer. We are committed to fostering a diverse and inclusive workplace where everyone is empowered to succeed. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, disability, veteran status, or any other protected class.

If you require reasonable accommodation during the application process, please let us know.

Expected Hours : 40 hours per week

Work Location :
On-site at our Santa Ana, CA office