Case Manager

Guardian Tax

  • Irvine, CA
  • 12 days ago

    Highlights

    Guardian Tax is seeking a motivated, detail-oriented Case Manager who brings professionalism, empathy, and strong communication to every client interaction. Make a meaningful impact by helping clients resolve challenging financial situations.

    Numbers & Facts

    LocationIrvine, CA

    Description

    Case Manager – Guardian Tax (Irvine, CA | In-Office)

    Guardian Tax is seeking a motivated, detail-oriented Case Manager who brings professionalism, empathy, and strong communication to every client interaction. If you thrive in a fast-paced environment and take pride in being a dependable point of contact, this is a great opportunity to join a collaborative, results-driven team.

    Why Join Guardian Tax

    • Make a meaningful impact by helping clients resolve challenging financial situations
    • Work in a team-focused office environment with shared goals and wins
    • Opportunities for growth through ongoing training and leadership support
    • Collaborative culture with experienced professionals

    Key Responsibilities

    • Manage a portfolio of client cases from onboarding through completion
    • Provide consistent communication, updates, and high-quality client support
    • Partner with enrolled agents and compliance teams to move cases forward
    • Handle multiple priorities in a high-volume, deadline-driven environment
    • Meet monthly performance targets while maintaining client satisfaction

    What We're Looking For

    • Minimum of 6 months of experience in case management required
    • Strong communicators with a client-focused approach
    • Highly organized with the ability to manage multiple tasks
    • Comfortable learning and using new systems
    • Positive, coachable, and team-oriented

    Compensation

    • Competitive hourly pay
    • Bonus potential

    Position Details

    • Location: Irvine, CA (in-office only)
    • Schedule: Monday–Friday, 8:00 AM – 5:00 PM

    Apply Today

    Submit your application today—this role is actively hiring.

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