Case Manager (Tax Resolution)

Milestone Tax Solutions is a fast-growing startup providing IRS tax resolution services for its clients. We’re dedicated to helping individuals get a fresh start by resolving their tax challenges efficiently and empathetically. Our innovative approach combines technology, creativity, and personalized service to guide clients back to financial stability. We’re building a team of driven professionals who thrive in a dynamic, entrepreneurial environment. If you’re an experienced enrolled agent who is passionate about problem-solving, eager to make an impact, and ready to shape the future of tax resolution, we’d love to hear from you! Position Overview: We are seeking aCase Managerwith a proven track record in tax case management to join our team. The ideal candidate is a self-starter with an entrepreneurial mindset and a knack for creative problem-solving. In this role, you will work directly under an Enrolled Agent, using tax resolution software to analyze tax resolution options for clients with tax issues. Key Responsibilities: • Interview and intake potential clients with tax issues. • Collaborate with clients to gather documentation, provide updates, and deliver outstanding customer service. • Perform data entry of client information • Request and review tax transcripts from IRS. • Assist clients with the preparation of profit and loss reports. • Conduct thorough reviews of client tax situations, ensuring compliance and identifying opportunities for resolution. • Assist the Enrolled Agents and Attorneys with IRS form preparation and other document drafting. • Analyze all federal tax resolution options and prepare reports with recommended strategies for Enrolled Agent and Attorney review. • Stay current with IRS regulations, tax laws, and resolution programs. • Contribute to the development of internal processes and strategies to enhance service delivery. • Help foster a culture of innovation, collaboration, and excellence within the team. • Assist Enrolled Agents as necessary. Qualifications: • Minimum of 2 (Two) experience working in a tax resolution firm, with a strong understanding of IRS procedures and tax laws. • Experience in a law firm-style setting is also preferred. • Entrepreneurial spirit and ability to thrive in a startup environment. • Exceptional problem-solving and analytical skills. • Strong written and verbal communication abilities. • Self-motivated and able to manage multiple clients and projects independently. • Passion for helping clients achieve financial peace of mind. What We Offer: • Professional development opportunities to support your growth. • Opportunity to shape the future of a rapidly growing company. • A collaborative and supportive team culture. • Paid Time Off (PTO) • Employer-sponsored medical, dental, and life benefits. Job Type: Full-time Pay: $23.00 - $25.00 per hour Benefits: • Dental insurance • Health insurance • Life insurance • Paid time off • Vision insurance Application Question(s): • Do you have experience working in a law firm-style setting? Experience: • tax resolution: 2 years (Required) Ability to Commute: • Phoenix, AZ 85040 (Required) Work Location: In person