Demo

Case Manager (Tax Resolution)

TEKsystems
Costa Mesa, CA Full Time
POSTED ON 3/19/2026 CLOSED ON 4/17/2026

What are the responsibilities and job description for the Case Manager (Tax Resolution) position at TEKsystems?

Case Manager (Tax Resolution) — On-site | Costa Mesa, CA 92626 | Mon–Fri 8AM–5PM | Start 03/30/2026

If you’re someone who thrives on organization, client communication, and driving cases to completion , this role is for you. You’ll be the go-to person ensuring clients feel supported while keeping each case progressing smoothly and accurately.

What You’ll Do

  • Own the end-to-end flow of client cases: onboarding, document collection, case tracking, and milestone follow-up.
  • Communicate with clients consistently and professionally—setting expectations, providing updates, and keeping them confident in the process.
  • Coordinate with internal teams to align on strategy and ensure timely submission of required documentation to agencies.
  • Maintain detailed notes and case status updates in the CRM and ensure records are accurate and audit-ready.
  • Lead/guide other case workers as needed and help keep the team aligned on priorities and workload.


Qualifications

Must-Haves

  • Experience in case management, high-touch customer support, or client coordination (strong ownership of timelines and documentation).
  • Comfortable working in a CRM-heavy environment (strong preference for IRSlogics or a similar platform).
  • Excellent communication skills (written verbal) and high attention to detail.


Preferred / Nice-to-Haves

  • 3 years of experience in case management and/or tax resolution.
  • Experience with CRMs such as IRS Solutions, Ledger CRM, PitBullTax (or similar).
  • Bachelor’s degree in business, finance, or related field (or equivalent experience).
  • Proficiency in Microsoft Office (Outlook, Excel, Word).


Why This Role

  • Strong opportunity for growth and leadership exposure
  • Supportive office culture and collaborative team environment
  • Stable, permanent role with long-term career runway


Job Type & Location

This is a Permanent position based out of Costa Mesa, CA.

Pay And Benefits

The pay range for this position is $60000.00 - $60000.00/yr.

PTO, health, dental options, sick pay

Workplace Type

This is a fully onsite position in Costa Mesa,CA.

Application Deadline

This position is anticipated to close on Mar 25, 2026.

h4>About TEKsystems:

We're partners in transformation. 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, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company.

The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

About TEKsystems And TEKsystems Global Services

We’re a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We’re a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We’re strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We’re building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com.

The company is 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 characteristic protected by law.

Salary : $60,000

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