What are the responsibilities and job description for the Case Manager position at Guardian Tax?
Join the Guardian Tax Team – Your Next Career Adventure Awaits! 🚀
Are you a go-getter who loves numbers, solving challenges, and making an impact? If so, get ready to level up your career in tax management with Guardian Tax! This isn't just another 9-to-5—it's your chance to dive into an exciting, fast-paced world where every day brings something new and rewarding.
Why Guardian Tax?
Here’s your chance to take on the role of a Case Management and play a vital part in helping clients navigate the complex world of taxes. You’ll be the key player ensuring smooth processes for our clients, and we’ll make sure you have a ton of fun along the way!
What You’ll Be Doing:
✨ Case Manager Extraordinaire: Be the go-to person for clients and tax professionals, making sure everything runs smoothly.
💬 Client Advocate: Manage your own caseload and support clients with everything from documentation to follow-ups.
📞 Communication Guru: Be in constant touch with clients, updating them via calls and emails to ensure they’re in the loop.
⏱️ Time Management Pro: Handle a caseload of 200-300 clients and keep things moving with precision and efficiency.
🏆 Closer: Hit your goals with at least 15 case closures a month and stay engaged with clients for a solid 2-4 hours of call time a day.
Who We’re Looking For:
💻 Tech-Savvy: You’re comfortable using G Suite, Microsoft Office, and CRM systems.
🗣️ Great Communicator: You’ve got killer verbal and written skills that make talking to clients a breeze.
🎯 Time Management Boss: You can juggle multiple tasks like a pro and keep everything running smoothly.
🌟 Positive Vibes: You’ll thrive in a fun and energetic atmosphere—music pumping, team spirit strong, and good vibes all around!
📈 Experience: Got 6 months-1 year of experience as a Case Manager? Great! No experience? Don’t worry, we’re all about growth and training!
What’s in It for You?
🎮 Game Time: Take a break and get competitive with Ping Pong, Pool, and Foosball in our game room.
🎶 Music Magic: Pump up your productivity with music that keeps the energy high and the day flowing.
💪 Wellness Perks: Free gym membership—because your health and wellness matter to us.
🌴 Office Oasis: Indoor and outdoor hangout areas for those much-needed breaks.
💼 Comprehensive Benefits: Health, dental, and vision insurance, plus bonus pay!
Ready to Make It Happen?
If you're ready to build a career that's challenging, rewarding, and seriously fun, hit APPLY NOW! It's time to work hard, play harder, and redefine what success looks like.
This is not a remote position – Apply today and join our vibrant team at Guardian Tax!
