Case Manager (Entry-Level Friendly | In-Office – Irvine, CA)
Guardian TaxIrvine, CA
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Job Description
Now Hiring: Case Manager (Entry-Level Friendly | In-Office – Irvine, CA)
Looking for your next step in the tax relief world—but don't have years of experience? No problem. If you've got at least 4–8 months of experience in tax case management or a similar role and you're a reliable, team-oriented go-getter, we want to hear from you.
About the Role:
Guardian Tax is hiring a Case Manager to join our growing Irvine team. This is an in-office position—perfect for someone who thrives in a collaborative environment, shows up on time, and takes pride in doing great work. The role is straightforward, structured, and best of all—you're not doing it alone. Our team is hands-on and here to support you every step of the way.
What You'll Do:
- Manage a caseload of active clients alongside our tax professionals
- Help gather documentation, follow up with clients, and track case progress
- Communicate clearly and professionally via phone and email
- Keep cases on track by staying organized and responsive
- Aim for about 15 case resolutions per month (we'll help you get there)
What We're Looking For:
- 4–8+ months of case management or administrative experience in tax relief, legal, or finance
- Strong communication skills—both written and verbal
- Reliable and punctual—someone the team can count on
- Organized and able to manage your time well
- A team player who's coachable and ready to learn
Bonus Points if You:
- Have experience using CRM systems or G-Suite tools
- Have worked with clients or handled documentation-heavy tasks
- Are ready to grow within the company
Why Join Us?
- Fun office vibes with music, good energy, and people who care
- Chill-out zones + indoor/outdoor game areas
- Friday lunches and wellness perks (like free gym membership)
- Full health, dental, and vision benefits
- Supportive leads who are always available when you need help