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1 Case Worker Job in Temecula, CA

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Safeway Tax Relief
Temecula, CA | Full Time
$74k-98k (estimate)
4 Months Ago
Case Worker
$74k-98k (estimate)
Full Time 4 Months Ago
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Safeway Tax Relief is Hiring a Case Worker Near Temecula, CA

You'll play an integral role in creating first-class client experiences within a Tax law firm that is on track for aggressive growth. We need an experienced Case Manager to join our team and be a total superstar – to support the team and help our clients.
This is an executive-level position for a Case Manager who will be responsible for monitoring the Firm’s “legal pipeline” to ensure cases make progress to deadlines and milestones, work on cases is fully funded, and that clients/matters do not languish or fall through the cracks. We need someone with significant experience building and managing pipeline reports.
We are looking for a case manager who is skilled in the technical creation, technical updating, management, and monitoring of the legal pipeline report. This case manager has the desire to provide the team and clients with the ultimate customer service experience and is capable of handling deadlines. This job requires the right combination of technical skills, communication skills, and attention to detail. Strong knowledge of Excel and CRM Software. You will be required to create and update reports from scratch. Knowledge of Case Management Software is preferred. If these statements resonate with you, then you may be our candidate!
Responsibilities:
  • Using reports and case review meetings, ensure clients and matters move through the workflow pipeline at the right pace and that tasks are completed on time.
  • Reviews case management system weekly for the quality and timeliness of time entries/documentation of work done.
  • Monitors tasks and workflows.
  • Compiles case management data into reports.
  • Meet with leaders throughout the organization to understand needs and determine actionable steps necessary to reach case resolutions.
  • Create, communicate, and audit various organizational initiatives and relay progress back to key stakeholders in the business.
Qualifications:
  • This is a key position in the firm. It is a full-time job, so you must be available to work 40 hours per week.
  • You embrace technology and have strong practical experience with cloud-based platforms for case management, document management, CRM, calendars, e-mail, spreadsheets, and word processing.
  • You have extensive practical experience with common office applications (Word, Outlook email and calendar, Google, etc.)
  • You must have excellent spelling and grammar.
  • You have a penchant for accuracy and will work tirelessly to avoid mistakes that can cost our clients (and us) dearly.
  • Speaks Spanish and English fluently.
We are investing time and energy in building our A-Team. Initial compensation will be based on your experience, with opportunities for increases after that. There is an opportunity for bonus compensation for those who can demonstrate their profitability.
We look forward to reviewing your application.

Job Summary

JOB TYPE

Full Time

SALARY

$74k-98k (estimate)

POST DATE

01/22/2023

EXPIRATION DATE

05/22/2024

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If you are interested in becoming a Case Worker, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Case Worker for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

Quotes from people on Case Worker job description and responsibilities

Case managers are social service workers who coordinate care for their clients.

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Some of the tasks of case workers are scheduling and escorting individuals to appointments with legal aid workers, counselors, doctors, etc.

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Case workers are responsible in assessing cases and compiling case reports containing relevant information.

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They monitor visits between at-risk or fragile children and family members.

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They motivate individuals to participate in rehabilitation programs.

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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

Career tips from people on Case Worker jobs

Consider taking foreign language classes.

05/18/2022: San Bernardino, CA

Consider earning a master's degree.

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Complete Undergraduate Education Requirements.

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Pursue Accredited MSW Graduate Education.

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Begin Career as a Social Worker.

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Step 3: View the best colleges and universities for Case Worker.

University of Mount Union
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