SENIOR CASE MANAGER (ENROLLED AGENT OR CPA)
Remote | Full-Time | PST Hours
We are a growing tax resolution firm seeking an experienced Senior Enrolled Agent Case Manager to handle cases from start to finish while providing day-to-day support and guidance to other case managers. This is a hands-on role ideal for someone who can manage complex cases, assist the team when needed, and contribute to overall case quality and efficiency.
Key Responsibilities
• Support and guide case managers to maintain quality and efficiency in daily operations
• Provide direction on complex or escalated cases, stepping in when needed
• Manage and handle a select number of high-value and complex cases from intake through resolution
• Assist with training and onboarding new team members
• Help de-escalate client concerns and provide practical solutions
• Communicate clearly with clients regarding case status, expectations, and next steps
• Coordinate with Enrolled Agents and internal teams to keep cases moving forward
• Help ensure all deadlines, filings, and compliance requirements are met
• Maintain accurate and up-to-date records in CRM systems
Requirements
• Active Enrolled Agent (EA) designation
• Proven experience in tax relief/tax resolution (required)
• Strong understanding of IRS procedures and resolution programs
• Solid case management and organizational skills
• Ability to handle multiple cases simultaneously
• Strong communication and client management skills
Preferred Qualifications
• Experience in a tax resolution firm
• Familiarity with CRM systems (Logics is a plus)
• Spanish-speaking is a plus
What We Offer
• Competitive compensation
• Consistent case flow
• Established systems and support
• Growth opportunities
Pay: $4,000.00 - $5,000.00 per month
Benefits:
• Work from home
Experience:
• Tax Resolution/Tax Relief: 2 years (Required)
Work Location: Remote