What are the responsibilities and job description for the Case Manager - Tax Resolution Services position at The W Tax Group LLC?
Job Summary
The W Tax Group, a tax resolution company founded in 2014 and headquartered in Southfield, Michigan, is seeking a full-time dedicated professional to provide unparalleled customer service as a Case Manager for the company's contracted tax resolution clients.
Primary Function
- Facilitate completion of the tax resolution strategy for W Tax Group clients through direct contact, assignment of tasks to support service team members, and oversight of open file progress.
Related Duties
- Provide clients with status updates with information procured from received notices, legal counsel and account notes.
- Provide a single point of contact for clients and relay their concerns and requirements to sales and/or supporting services as needed via phone, text, email and regular mail.
- Review IRS and state tax authority correspondence to determine what action is required.
- Point of contact for sales staff for advice, support and mentorship of resolution procedures and potential outcomes, pricing, documentation requirements, case management software profile data and file notes.
- Preparation of IRS and state tax authority documents for company representation of taxpayer clients and communication of information needed to resolve tax issues.
- Maintain up to date understanding of federal and state tax returns necessary for filing of various personal and business entities.
Qualifications
- High School Diploma or GED.
- Background in tax preparation and/or resolution is not required but desirable.
- Enrolled Agent status highly desirable.
- Computer literate; proficient in using Google Suite applications (Docs, Sheets, Drive) and other relevant software desired.
- Possess an assertive and outgoing personality.
- Excellent phone etiquette and communication skills are required for effective interaction with clients and team members.
- Ability to work independently while also being a collaborative team player.
- Strong ethical principles and high level of professionalism.
Pay: From $52,000.00 per year
Benefits:
- 401(k)
- Paid time off
Ability to Commute:
- Southfield, MI 48034 (Required)
Ability to Relocate:
- Southfield, MI 48034: Relocate before starting work (Preferred)
Work Location: In person
Salary : $52,000