Case Manager For Tax Law Firm

Moskowitz LLPRemote, OR

Apply with Sonara

Automate your job search with Sonara.

Submit 10x as many applications with less effort than one manual application.¹

Reclaim your time by letting our AI handle the grunt work of job searching.

We continuously scan millions of openings to find your top matches.

Overview

Remote

On-site

Job Description

Case Manager - This is a 100% fully remote opportunity. Must be based anywhere in the United States, *must* 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 Responsibilities

Work 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 Is

A detail-oriented self-starter with prior experience in the legal 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 executives
A team player capable of cultivating productive working relationships across the firm
Resourceful, can-do attitude
Thrives in a fast-paced environment

Skillset And Background Qualifications

Minimum 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
Bachelor's degree in legal studies, accounting, business, or a related field preferred
Paralegal certification or tax-related credential (e.g., Enrolled Agent) is a plus

Automate your job search with Sonara.

Submit 10x as many applications with less effort than one manual application.

Apply with Sonara Apply manually

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

What is the work location for this position at Moskowitz LLP?

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.

What pay range can candidates expect for this role at Moskowitz LLP?

Employer has not shared pay details for this role.

What employment applies to this position at Moskowitz LLP?

The employer has not provided this information. This may be discussed during the hiring process.

What is the process to apply for this position at Moskowitz LLP?

You can apply for this role at Moskowitz LLP either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.