Valor Tax Relief is seeking a professional, reliable, and dependable Case Manager who provides consistent follow-through and excellent client service.
Responsibilities:
Communicate professionally with clients about case progress, required documents, and next steps.
Collect and review documents for completeness and consistently follow up on missing items.
Maintain accurate, timely case notes and records in IRSLogics.
Coordinate with tax preparers and licensed representatives to keep cases moving.
Track deadlines, prioritize assignments, and promptly report delays or concerns.
Respond to client calls and messages clearly, respectfully, and promptly.
Follow supervisor instructions, company procedures, and confidentiality requirements.
Maintain dependable attendance, punctuality, and consistent work quality.
Perform additional duties and accept reassignment as directed by the supervisor to support business needs.
Qualifications:
Previous tax relief or case management experience.
Strong verbal and written communication skills.
Excellent organization, attention to detail, and follow-through.
Ability to manage multiple cases, follow instructions, and adapt to changing priorities.
Professional judgment when handling confidential client information.
Experience with IRSLogics preferred.
