Case Manager - RO

POSITION SUMMARY

As a Case Manager for Optima Tax Relief, LLC ("Optima") in its Santa Ana, California or Chandler, Arizona office, this role reports to the Case Manager Team Lead. This role serves as direct contact and guide to Optima clients during the Resolution Phase of their case. They help educate the client on possible courses of action for their case based on their circumstances. To do so, Case Managers will work with various departments at Optima to help resolve clients' concerns. The team is comprised of the following groups: Automated Collection System (ACS) and Specialty (Audit, Offer-in-Compromise (OIC), and Revenue Officers (RO). The ACS team is responsible for getting the client out of or preventing collection activity. Similarly, cases assigned to IRS RO are assigned to a specialized team due to the severity of the clients tax issues. The OIC team investigates whether Optima clients qualify for tax settlement under the IRS Offer-in-Compromise plan after the initial resolution is determined. Finally, the Audit team represents clients for both IRS open audits and audit reconsiderations. Managers must champion Optimas culture and Core Values and help lead the department to deliver the best customer experience.

ESSENTIAL DUTIES & RESPONSIBILITIES

The essential functions include, but are not limited to the following:

• Serve as the main point of contact for the client once they are with a resolution service (ACS, RO, Audit, and OIC).
• Educate the client on key and relevant tax issues/concept as it pertains to the client's facts and circumstances.
• Go over the financial analysis prepared by the tax professional which includes the client's income, expenses, and assets.
• Assist in screening, verifying, and gathering required documentations for the applicable service.
• Collaborate internally to service the client.
• Draft detailed summary of client communications in Optima's CRM.
• Maintain consistent workflow and high level of customer service.
• Perform other tasks as assigned by direct manager.
• Actively participate in Optima culture events and activities.
• Other duties as assigned.

In order to be provided the essential training required to be successful in this role, it is mandatory that you are present for and complete all essential/initial training onsite for up to 5 business days (unless prior management approval is provided). Please note that additional onsite training may be required depending on business need.

EDUCATION AND EXPERIENCE REQUIREMENTS

• High school diploma or equivalent education required
• 2 plus years relevant experience

KNOWLEDGE, SKILLS,& ABILITIES

• Excellent organizational, time-management, written, and communication skills.
• Self-starter, industrious, and motivated.
• Strong listening skills with the ability to understand and influence people.
• Team player.
• Proficient and comfortable with office equipment (Computer skills Microsoft Office, Outlook).
• Strong work ethic and commitment to excellence.