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Case Manager

Job ID: 1743885
OA Reference: CM1016JB

  • $47,800 to $54,100
  • Encino, 91316

Responsibilities:

Monitor the progress of each case to ensure smooth and timely movement toward resolution
Send, receive, and upload necessary documents for client cases using appropriate systems
Serve as the primary point of contact for clients, responding to inquiries and addressing concerns
Act as an intermediary between clients, Enrolled Agents (EAs), Tax Attorneys, and other professionals involved in the case
Assist in preparing and organizing case files and ensuring compliance with tax resolution processes
Candidate requirements:

Tax Resolution knowledge preferred
High School Diploma
Ability to prioritize workflow and deadlines
Time Management
Essential Job Requirements:

Ability to remain in a stationary position (sitting or standing) for extended periods.
Ability to operate a computer and standard office equipment on a daily basis.Ability to communicate clearly and effectively, both verbally and in writing.
Ability to interact professionally with clients over the phone and by email.
Must be able to occasionally lift or move office materials up to 10 pounds.
Ability to follow verbal and written instructions, manage time effectively, and prioritize tasks.
Benefits:

401(k)
Dental insurance
Health insurance
Paid time off
Vision insurance

EEO/AA Employer/Vet/Disabled.

The Know Your Rights poster is available here:
https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12.pdf

The pay transparency policy is available here:
https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_%20English_formattedESQA508c.pdf

For temporary assignments lasting 13 weeks or longer, the Company is pleased to offer major medical, dental, vision, 401k and any statutory sick pay where required.

We are committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please contact your staffing representative who will reach out to our HR team.

AppleOne participates in the E-Verify program in certain locations as required by law. Learn more about the E-Verify program.
https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Participation_Poster_ES.pdf

We also consider qualified applicants regardless of criminal histories, consistent with legal requirements. Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment-qualified applicants with arrest and conviction records. For Los Angeles, CA applicants: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.

Additional Skills

(none specified)

AppleOne Representative Contact Info

Account Executive:
Jor'Dynn
Branch Phone:
Location:
Thousand Oaks, CA