What are the responsibilities and job description for the Tax Resolution Case Manager II position at The Gamblin Group, LLC?
Primary duties of a Tax Resolution Case Manager II include performing a variety of client services, tax and financial tasks. Tax Resolution Case Manager II responsibilities include regular client communications, analyzing and reviewing financial statements and documents, preparing reports and accurately completing required IRS forms and applications. You will run analysis reports in software programs to evaluate client suitability to determine appropriate resolution options.
In addition to performing the above duties, you will prepare and analyze tax returns.
A successful Tax Resolution Case Manager II should have the ability to think critically and have a flair for numbers.
Responsibilities
* Accurately input financial data in software.
* Review, research and analyze financial information.
* Gathering and reviewing documents and providing regular communication updates with firm clients.
* Communicate directly with IRS personnel to collect tax information and request documents.
* Thoroughly understand tax resolution options, requirements and procedures.
* Research IRM and US Tax Code relevant to client’s case to report to management.
* Inform management and compile reports/summaries on all assigned cases.
* Assist with research and reviewing case documents and providing support for unassigned cases.
* Perform weekly marketing activities including email, text, and cold calls.
* Function in accordance with established standards, procedures and applicable laws.
* Constantly update job knowledge.
Skills
* Ability to conduct comparative financial analysis
* Competency in MS Office, databases and software applications
* Ability to analyze spreadsheets and financial reports
* Accuracy and attention to detail
* Aptitude for numbers
* Ability to perform filing and record keeping tasks
* Data entry and word processing skills
* Well organized
This job description, including job requirements, may be modified at any time, given notice within 15 days of expected change in requirements.
Pay: $15.00 - $18.00 per hour
Benefits:
- Flexible schedule
- Paid time off
Application Question(s):
- Have you ever been convicted of a felony?
Language:
- Spanish (Preferred)
Work Location: In person
Salary : $15 - $18