Jr. Case Manager

WHO WE ARE

Optima Tax Relief is a tax resolution (tax representation) firm that helps people solve their IRS tax problems. We work to build relationships with our clients and the IRS alike so we can offer representation to taxpayers with a variety of tax complaints. Our potential clients are in need of a number of services, including but not limited to the following:

  • Help with IRS tax audits
  • Filing past-due tax returns
  • Removing an IRS levy or federal tax lien
  • Setting up tax payment plans
  • Removing wage garnishment
  • Filing an offer in compromise

Ranked #1 Financial Services Company by Inc. Magazine

Orange County Business Journal Best Places to Work from 2011-2015

Orange County Register Top Workplaces 2016

JOB RESPONSIBILITIES

As a Case Manager, you will:

  • Research and develop strategies to defend the taxpayer's position
  • Ensure security from any collection enforcement to prevent levies
  • Conduct financial analysis of taxpayer's income, expenses, and assets
  • Assemble documents and present to government agency
  • Interact with Tax Professionals, clients, and other departments
  • Prioritize case load and assignments
  • Multitask while working with customers and navigating our computer systems.
  • Other tasks and duties as needed

REQUIREMENTS

  • 1+ years working in an office environment
  • Excellent organizational, written, and communication skills
  • Proficient and comfortable with office equipment (Computer skills – Microsoft Office, Outlook)
  • Remain focused and productive in a fast-paced environment
  • Ability to multi-task
  • Must be able to type at least 35 WPM - test will be administered
  • Work schedule set by supervisor (Monday-Friday different shifts available between 7am-6pm)

COMPENSATION/BENEFITS

  • $15/hr
  • Monthly Performance Bonus
  • Medical
  • Dental
  • Vision
  • 401K with Company Match
  • Life & Supplemental Insurance
  • Paid Time Off (Vacation, Sick, Holiday, Optional)
  • Potential to grow within the company

Equal Opportunity Employer, including disabled and veterans.


Meet Some of Optima Tax Relief's Employees

Alisha N.

Associate Director of Resolution-ACS

Alisha assists Optima Tax Relief case managers and tax professionals with day-to-day issues, ensuring they have every resource they need to help clients reach financial resolutions.

Michelle B.

Director of Sales

Michelle mentors and trains Optima Tax Relief’s sales agents from the first day they walk through the front door through their entire tenure at the organization.


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