Case Manager

Case Manager

Alliance Tax Solutions is one of the fastest-growing Tax Resolution companies in the South! We are a local leader helping those in our community with tax issues – filing outstanding returns, unresolved tax debt, liens, and other IRS or State tax issues. We are passionate about helping our clients get their lives back on track!

The Alliance Tax Solutions team is a dedicated group of tax professionals highly experienced in tax preparation and solving IRS and State tax problems. We are growing our team of Case Workers and are looking for someone with exceptional communication, time management, and interpersonal skills. If that is you, come join our exciting and growing team!

As a Case Worker, you will be an integral part of helping our clients resolve their tax issues, working closely with our clients, tax preparation, and resolution teams. This is a client-facing position and you will interact with clients regularly, both in person and over the phone. 

What you’ll be doing…..

-Provide exceptional client service in every interaction with our clients, building and maintaining a client relationship, as you gather the information needed for resolution of tax issues

-Conduct Welcome Calls to new clients

-Conduct routine update calls with clients keeping them fulling formed as to the progress of their case (tax filings, resolution updates, etc.)

-Review new client documents to ensure accuracy

-Follow up with clients for any missing documents or information

-Manage incoming and outgoing mail to/from clients and the IRS or State taxing authorities

-Maintain updated client contact and case updates in CRM system

- Schedule meetings with clients as needed

-Work closely with our tax preparers, resolution managers and sales teams in support of our client’s needs

 

What we are looking for…..

-Someone with a passion for helping people

-Team player, positive attitude and self-motivated

-Ability to engage clients

-Excellent oral and written communication skills

-Excellent data entry skills and attention to detail

-Strong organizational and time management skills

-IRS Logics Software experience, a plus

-Proficiency with Microsoft Office Suite

-Demonstrate ownership of one’s clients and responsibilities

-Must be able to follow processes and procedures

-Bilingual, a plus (Spanish / English)

 

Compensation…..

-Competitive Salary ($24,000 – 34,500 annually)

-Benefits Package - Medical, Dental, Vision

-Paid Time Off

 

Where we are…..

Sandy Springs, GA

 

At Alliance Tax Solutions we want the best. If you believe that you have what it takes to help us take our business to the next level, submit your resume below.

Email your resume to support@alliancetaxsolutions.com

 

 

Have Questions?

Call today

404-592-1227

Client Results

Owed: $550,000

Paid: $20,000

Owed: $32,000

Paid: $500

Owed: $90,435

Paid: $4,300

Owed: $9,351

Paid: $200

 

Advocates of Love Charity

When you signup with Alliance Tax Solutions, a portion of our proceeds go to support this amazing organization

Advocates of Love is the only children’s home to help orphan and vulnerable children in the Samana Province, Dominican Republic. Founded by Mike Clark in 2013, this charity has provided care and eduction for children in one of the most povery stricken areas.

Click Here to Learn More
 
Alliance Tax Solutions, LLC, Accountant, Atlanta, GA