Case Manager

Milestone Tax Solutions is growing! We’ve expanded into the Phoenix-Tempe market and continue to provide trusted tax resolution services to clients nationwide; we’re looking for experienced tax resolution professionals to join our team and help us redefine what the tax resolution industry can be. 

At Milestone Tax Solutions, we’re more than just a tax firm – we're a movement. Our clients choose us because we’re dedicated to transforming lives. Our culture is built on hard work, continuous training, and a commitment to creating an environment where you can grow, succeed, and make a real impact. 

Job Summary

The Case Manager oversees client accounts throughout the tax resolution process, ensuring timely and effective service delivery. This role manages communication with clients, coordinates with internal teams and monitors progress on resolution services. The ideal candidate combines strong organizational skills, attention to detail and a commitment to providing exceptional client support while navigating complex tax matters. 

Duties and Responsibilities 

• Provide tailored guidance and educate clients on tax issues ensuring clients understand relevant concepts 
• Utilize data from IRS transcripts and client provided data (such as 433a forms) to propose custom solutions for client tax problems in coordination with our Team of Tax Professionals 
• Serve as the primary client liaison for resolution services including Audit, OIC, RO, and CNC 
• Accurately record and maintain detailed client communication summaries in the CRM system 
• Collaborate with internal teams to deliver seamless and comprehensive client support 
• Ensure efficient workflow management while consistently delivering exceptional customer service 
• Other duties as assigned 

Education and Experience 

• High School Diploma or equivalent education required 
• 2 years of relevant experience 

Compensation and Benefits 

• $23-$25 an hour 
• Receive yearly performance–based bonuses 
• Comprehensive health, dental, and vision insurance include 
• Paid time off 

Skills and Abilities 

• Knowledge of IRS processes and tax resolution services 
• Strong communication and client relationship skills 
• Ability to explain complex tax issues clearly 
• Highly organized with strong time management 
• Detail – oriented with accurate documentation skills 
• Proficient in CRM systems and Microsoft Office 
• Team Player who collaborates across departments 
• Thrives in fast-paced environments