Tax Relief Case Manager

Job Title: Case Worker (Tax Resolution)

Overview

We are seeking a detail-oriented and client-focused Case Worker to support individuals and businesses through the tax relief process. This role is responsible for managing client cases, coordinating with internal teams, and ensuring a smooth and compliant path toward resolution. Ideal candidates will have experience in tax resolution, case management, or high-volume client support environments .

Key Responsibilities

Client Case Management

• Manage a high-volume caseload of clients with tax liabilities from onboarding through resolution
• Conduct client consultations, gather financial documentation, and assess eligibility for available tax relief programs
• Maintain consistent communication with clients, providing updates and setting clear expectations throughout the process
  
  
  

Communication & Support

• Serve as the primary point of contact for client inquiries via inbound and outbound calls
• Build strong client relationships through professional, empathetic communication and proactive follow-up
• Address client concerns, resolve issues, and ensure a positive overall experience
  
  
  

Collaboration & Case Coordination

• Partner with tax professionals, legal teams, and internal departments to develop and execute effective resolution strategies
• Prepare and submit required documentation to the IRS and applicable state agencies
• Ensure accuracy and completeness of all case files prior to submission
  
  
  

Documentation & Compliance

• Maintain detailed and accurate case records within CRM systems (e.g., IRSLogics or similar platforms)
• Track case progress, follow-ups, and deadlines to ensure timely movement through each stage of the process
• Ensure compliance with internal policies, IRS guidelines, and regulatory requirements
  
  
  

Team Support / Leadership (if applicable)

• Assist in training, mentoring, or supporting junior case workers
• Help oversee workflow distribution and ensure team productivity and service standards are met
  
  
  

Required Skills & Qualifications

• Experience in tax resolution, tax relief, or case management
• Hands-on experience with IRSLogics or similar CRM systems (e.g., IRS Solutions, PitBullTax, Ledger CRM)
• Strong communication and interpersonal skills, with the ability to manage high-volume client interactions
• Excellent organizational skills with the ability to manage multiple cases and deadlines simultaneously
• High attention to detail and accuracy in documentation and data entry
• Proficiency in Microsoft Office and case management systems
  
  
  

Preferred Qualifications

• 3 years of experience in case management or tax resolution
• Experience working in a high-volume call center or client service environment
• Bachelor’s degree in Business, Finance, or a related field (or equivalent experience)
  
  
  

Experience Level

Intermediate

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 May 16, 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.