Case Manager Supervisor

Company: Taxrise
Location: Irvine
Posted on: June 3, 2025

Job Description:

WHY JOIN TAXRISE?At TaxRise, we don't just provide tax relief services; we provide hope, stability, and solutions to individuals and families facing financial uncertainty. Our team is passionate about reshaping the tax resolution industry through innovation, empathy, and unwavering commitment to our clients.Join us and make a tangible difference in people's lives while growing your career with a team that values your contributions.ABOUT THE ROLEThe Case Manager Supervisor oversees a team of Tax Prep Analysts and Case Managers within the tax preparation department. This position plays a vital role in supporting our tax preparers by coordinating the flow of documents and communications between clients and internal teams. The Case Manager Supervisor ensures productivity benchmarks are met while delivering an outstanding client experience.The ideal candidate will have prior experience preparing taxes for individuals and businesses, managing or leading teams, and a natural ability to motivate others, solve problems, and prioritize effectively in a dynamic environment.We're all about that in-person vibethis role is 100% on-site! If you're excited to work side-by-side with our team (or are ready to make the move), then you're a perfect fit. If not, we kindly ask you to hold off on applying. Thanks for understanding and happy job hunting!HOW YOU'LL BE REWARDEDAt TaxRise, Inc., we believe in rewarding hard work and dedication! We offer our team members a competitive salary and commission structure, along with growth opportunities and ongoing development.Base salary: $70,000 $75,000 annuallyCommission: Additional performance-based commission opportunities availableWHAT YOU'LL DOTeam Leadership & OversightManage a team of Tax Prep Analysts and Case Managers to ensure accurate and timely document collection and client communicationProvide continuous training and coaching to improve team performance and client satisfactionMonitor pipeline dashboards to track case progression and ensure cases are moved efficiently to Tax PreparersPerformance ManagementReview team KPIs, including client satisfaction rates, daily talk time, contact attempts, and document collection metricsEnsure daily tasks, appointments, and urgent priorities are completed before end of dayCommunicate updates to procedures and ensure team complianceClient Escalations & Quality AssuranceHandle escalated client calls with empathy and a solution-oriented approachCollaborate with internal departments to ensure seamless client experiencesIdentify areas for departmental improvement and recommend solutions to leadershipAdministrative SupportMaintain accurate case records and CRM updatesTrack team attendance and performance and escalate issues appropriatelyAssist with documentation, engagement letters, and interdepartmental coordinationWHAT YOU'LL NEED TO HAVE2+ years of experience in a supervisory or lead roleHands-on tax preparation experience (1040, 1065, 1120, 1120S, 1041, 941, amended and state returns)Familiarity with Schedules A, B, C, D, and EExperience managing a client-facing team in financial services, tax resolution, lending, or a similar fieldProven ability to balance priorities in a fast-paced environmentExcellent verbal and written communication skillsStrong customer service and decision-making skillsProficiency with CRM systems, TalkDesk or similar platforms, Microsoft Office Suite, and Google WorkspaceWe understand that potential comes in many forms. Even if you don't meet every single requirement, we still encourage you to apply.WHAT WE OFFERWe believe in taking care of our team so they can take care of our clients. Here's what you can expect as part of the TaxRise family:Medical, Dental, and Vision Insurance (starting after 60 days)Paid Time Off (Vacation, Sick Days, Company Holidays)Wellness Days to recharge when you need it most401(k) retirement plan with company matchProfessional Development Program to support your growthAccess to our on-site gym and gaming loungeCatered team lunches every FridayFun and energizing quarterly company outingsABOUT USAt TaxRise, our mission is simple yet impactful: to revolutionize the way taxpayers navigate their tax challenges. We believe in the power of lifting others up, and that's the driving force behind everything we do.When you join us, you're not just becoming part of a company; you're joining a movement. We're a team that thrives on celebrating successes and making a genuine impact on people's lives.We're proud to be the fastest-growing company in our industry, and we're on the lookout for exceptional individuals to help us continue our journey of transformation.If you're ready to bring your unique talents and innovative spirit to a company where your work truly matters, TaxRise is the place to be. Join us and be part of a team that's reshaping the future of tax resolution.OUR COMMITMENTAt TaxRise, we're proud to be an equal opportunity employer. We know that a world-class culture stems from the diversity and talent of our team. We provide equal employment opportunities (EEO) to all without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable law.TaxRise is also committed to ensuring equal opportunity in employment for qualified persons with disabilities. If you require any reasonable accommodation throughout the recruiting process, please let your recruiter know.by Jobble

Keywords: Taxrise, Beverly Hills , Case Manager Supervisor, Executive , Irvine, California