Case Manager

Guardian Tax · United States

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

• 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

• 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

• Competitive hourly pay
• Bonus potential

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