We are in growth mode and expanding our Operations. We are in search of Potential Employees, who are driven, self-motivated and have the willingness to learn, grow and be a dedicated Team Player. We are a solid unit and really care about the future of ITS and Our Career Growth within it. (link removed) Opportunities can be endless!

We are currently hiring Junior Case Managers for our Costa Mesa office, in this role, you will shadow a seasoned Case Manager and receive hands-on-training, in effort to develop your knowledge, expertise and prepare you to be the main point of contact for your clients throughout their resolution process. Your primary goal will be to keep the client engaged and ensure they receive a high level of quality service.

Your daily tasks will include but are not limited to:

• Request required documentation from client(s) to properly service their case.


• Strong level of communication with clients; responding to inquiries, handling inbound/outbounds calls providing status updates and documenting in CRM.


• Liaison between the Tax Professionals and clients.


• Conduct financial analysis of taxpayer’s income, expenses and assets.


• Manage and prioritize cases depending on level of complexity.


• Interacts with multiple internals departments.


• Delivers an Exceptional Customer Service Experience with every customer facing interaction.

Qualifications:

• 1+ years in an Administrative and/or Customer Service role


• Willingness to learn and grow skill set


• Excellent Customer Service and Communication skills (written & verbal) skills


• A strong multitasker with superior organizational skills


• Positive Personality and Friendly disposition


• Proficient Computer skills


• Team player with a strong work ethic


• Superior Time Management Skills

What we are offering you:

• Health Insurance (Medical/Dental/Vision)


• 401K


• Paid Time Off (Vacation, Sick, Holiday)


• Career Growth Opportunities


• Business Casual & Casual Friday Work days


• We promote a positive and fun work life culture/balance


• Strong family-oriented vibe and values

Salary: $15.00/per hour

Work Schedule: Monday - Friday 8am to 5pm (No weekends or Overtime)

Equal Employment Opportunity

All employment decisions shall be made without regard to age, race, creed, color, religion, sex, national origin, ancestry, disability status, veteran status, sexual orientation, gender identity or expression, genetic information, marital status, citizenship status or any other basis as protected by federal, state, or local law. Ideal Tax Solution is committed to providing veteran employment opportunities to our service men and women.