Skip to content
CV Rocket
Get started
How it worksThe enginePricingBlogContactSign in

Open nowPosted 17 days ago

Resolution Account Manager

TaxRise9 open roles

Pay
$24 – $25 an hour
Where
Irvine, CA
Get the CV for this job

From $25 per CV, paid once. No subscription.

Your applicationOpen nowResolution Account ManagerTaxRise · Irvine, CA

  1. YouYes, apply to this one.

  2. CV RocketCV written for this posting.

  3. 25 readersRecruiter, hiring manager, skeptic. Round after round.

  4. CV RocketApplied on TaxRise's own form.

The reply lands in your private mailbox

3×more interviews than doing it yourself with ChatGPT.

The clock on this job

Early applications get read.

8.2% of postings close within 7 days. Measured by our own scanner across the market. TaxRise postings stay open a median of 34 days.

Share of postings closed within
  1. 1.8%1 day
  2. 3.8%3 days
  3. 8.2%7 days
  4. 15.2%14 days
  5. 34.2%30 days
This job: posted 17 days ago

TaxRise median: 34 days open

The posting

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 ROLE

The Case Manager III works directly alongside our Enrolled Agents to help move complex and time-sensitive tax resolution cases toward successful outcomes.

While our Enrolled Agents focus on developing resolution strategies and negotiating with the IRS and state taxing authorities, the Resolution Account Manager provides critical case support by communicating with clients, obtaining urgent or additional documentation, coordinating next steps, and ensuring the Enrolled Agents have everything needed to effectively advocate for the client.

This role will frequently support cases requiring additional attention or urgency, including matters involving Revenue Officers and Offer in Compromise (OIC) Examiners. You’ll assist with these cases by communicating with the appropriate IRS contacts, tracking requests and deadlines, coordinating required documentation, and keeping the Enrolled Agent informed of important case developments.

You’ll serve as an important connection between the client, the Enrolled Agent, and taxing authorities, helping translate case needs into clear action items and keeping cases moving when timing matters most.

We’re all about that in-person vibe, so this 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 REWARDED

At Tax Rise, Inc., we recognize and reward high performance, ownership, and results.

  • Base pay: $24.00 - 25.00 per hour
  • Monthly Bonus: Average bonus potential of $1,000 - $1,500

Full-time | 40 hours per week. Occasional overtime may be required based on business needs.

WHAT YOU’LL DO

Enrolled Agents & Case Support:

  • Partner directly with assigned Enrolled Agents to support active tax resolution cases.
  • Review case needs and prioritize client outreach based on deadlines, urgency, and direction from the Enrolled Agent.
  • Assist with managing priority and time-sensitive cases, including matters involving Revenue Officers and Offer in Compromise (OIC) Examiners.
  • Communicate directly with Revenue Officers and OIC Examiners, as appropriate, to provide requested documentation, obtain case updates, clarify outstanding requirements, and coordinate next steps on behalf of the Enrolled Agent.
  • Track IRS requests, deadlines, and follow-up items to ensure required documentation and information are submitted timely and cases continue moving forward.
  • Relay important updates, requests, and deadlines from Revenue Officers and OIC Examiners to the assigned Enrolled Agent and coordinate any necessary client follow-up.
  • Maintain clear documentation of IRS communications and escalate case developments requiring the Enrolled Agent’s review, strategy, or negotiation.

Client Communication:

  • Serve as a consistent point of contact for assigned case-related action items.
  • Contact clients by phone, email, or approved communication channels to obtain additional financial and tax documentation requested by the Enrolled Agent, IRS, or state taxing authority.
  • Clearly explain what is needed, why it is needed, and applicable deadlines.
  • Review incoming documentation and promptly follow up on missing or incomplete information.

CRM Management & Case Tracking:

  • Maintain detailed and accurate CRM notes documenting client conversations, outstanding items, Enrolled Agent requests, deadlines, and case progress.
  • Monitor assigned tasks and follow-ups to ensure urgent requests are completed within required deadlines.

WHAT YOU’LL NEED TO HAVE

  • Previous experience in document coordination, loan processing, or a similar administrative role (tax-related experience is a plus).
  • Strong ability to manage multiple cases, deadlines, and competing priorities in a fast-paced environment.
  • Proven experience handling urgent and sensitive client situations while maintaining professionalism and composure.
  • Excellent verbal and written communication skills with the ability to explain complex requests in an understandable way.
  • Strong attention to detail and ability to identify missing or incomplete documentation.
  • Proficiency in using CRM systems or document management tools; familiarity with tax software is a bonus.
  • Strong follow-up skills and the ability to take ownership of assigned tasks through completion.
  • Ability to collaborate closely with Enrolled Agents and follow case-specific directions..
  • Ability to work independently in a fast-paced environment while meeting deadlines.
  • Knowledge of IRS and state tax documentation is a plus; additional training will be provided.

WHAT WE OFFER

We 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
  • 401(k) retirement plan with company match
  • Professional Development Program to support your growth
  • Access to our on-site gym and gaming lounge
  • Catered team lunches every Friday
  • Fun and energizing quarterly company outings

ABOUT US

At 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 COMMITMENT

At 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.

California Applicants: Please review our Notice at Collection and California Privacy Policy before submitting your application by clicking here.

From $25, paid onceGet the CV for this job

What happens when you press

One press. We do the rest.

  1. A CV for this posting

    Written against TaxRise's own wording, from every piece of relevant proof in your profile.

  2. 25 readers review it

    Recruiter, hiring manager, skeptic and more read every draft, round after round. You get the best round.

    The review screen in CV Rocket: how each CV was read, round by round.

  3. We apply on TaxRise's form

    Our application engine gets through the hardest forms there are. Where a question needs you, AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

    An application in CV Rocket: every answer filled in on the employer's form.

  4. Every reply, sorted

    TaxRise's answer lands in your private mailbox, and we classify it on arrival: interview, question, rejection.

    The CV Rocket inbox: each employer reply classified as an interview, an action or a rejection.

  5. Reply with AI

    AI helps you write the email, checks it and sends it. We show you whether the recruiter read it.

  6. The interview in your calendar

    Full integration with your calendar. The invitation goes straight in.

    An interview invitation in the CV Rocket inbox, added to the candidate's calendar.
Get the CV for this job

From $25 per CV, paid once. No subscription.

Why it works

3×

more interviews than doing it yourself with ChatGPT.

ChatGPT writes a CV and never learns what happened to it. We see every reply. For each CV we know:

  • How it was written, and how the review scored it
  • When we applied, and how long after the posting went up
  • Which posting, which company, which city
  • Who got the interview, and who heard nothing

That is how we know which CVs get called.

Get the CV for this job

From $25 per CV, paid once. No subscription.

The numbers game

More applications. More interviews.

Every application goes out with its own CV, written for that posting and paid once. Send enough of them and the law of large numbers finds you the job.

Get the CV for this job
By hand5–10
With CV Rocket100
applications a day

Nearby

Live postings like this one

Same employer first, then the same role elsewhere.

Before you press

Straight answers

Get the CV for this job

From $25 per CV, paid once. No subscription.

What if my background isn't good enough?

We make the most of the background you have. The CV uses every piece of relevant proof your profile holds, and one of the 25 readers reads your whole profile and flags what the CV left out.

Do you really apply for me?

Yes, on the employer's own form, the hardest ones included. Where a question needs you, you answer it right there and AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

Is it a subscription?

No. You pay once per CV, from $25. Every application goes out with its own CV, written for that posting.

One job. One CV.
Paid once.

Pick the posting you want. We write for it, apply for you and catch the reply.

Get the CV for this job

From $25 per CV, paid once. No subscription.