Case Manager For Tax Law Firm

Moskowitz LLPRemote, OR

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Overview

Remote

On-site

Job Description

Case Manager - This is a 100% fully remote opportunity. Must be based anywhere in the United States, must be able to work 9am-5pm PST office hours. We are a leading tax law firm in San Francisco looking for an experienced executive assistant. The qualified candidate will be a competent administrative professional with the demonstrated ability to provide proactive support to our team of attorneys. We are a high-volume Firm looking for the right person to join our collaborative, engaged and productive team. Primary Duties and ResponsibilitiesWork directly with the legal staff to support all aspects of daily work routine.Manage and monitor active tax law cases from intake through resolution, ensuring deadlines and compliance requirements are met

Coordinate directly with attorneys, clients, and government agencies (including the IRS and state tax authorities)Prepare, organize, and maintain case files, legal documents, tax records, and correspondence

Track case statuses, flag upcoming deadlines, and provide regular updates to supervising attorneys

Conduct preliminary research on tax regulations, rulings, and case law as directed

Assist in drafting correspondence, settlement documents, and procedural filings

Liaise with clients to gather documentation and communicate case progress professionally

Support billing and file management processes in accordance with firm procedures

The Ideal Candidate IsA detail-oriented self-starter with prior experience in the tax industry

Someone who exhibits sound judgment with the ability to prioritize and make decisions

Energetic and eager to tackle new projects and ideas

Comfortable interacting with high-level executivesA team player capable of cultivating productive working relationships across the firm

Resourceful, can-do attitude

Thrives in a fast-paced environment

Skillset And Background QualificationsMinimum 3–5 years of experience as a case manager, paralegal, or legal assistant in a tax or legal setting (required)Solid understanding of federal and state tax law, IRS procedures, and tax dispute resolution processes

Proficiency with legal case management software (e.g., Clio, MyCase, or similar)Strong knowledge of legal documentation, filing procedures, and compliance standards

Exceptional organizational, communication, and time-management skills

Ability to handle confidential information with discretion and professionalism

Paralegal certification or tax-related credential is a plus

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FAQs About Case Manager For Tax Law Firm Jobs at Moskowitz LLP

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This job at Moskowitz LLP is located in Remote, OR, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.

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