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Posted 27 days ago

Open

Case Manager

IrvineOn-siteFull-time

AI Summary

Manages client cases from onboarding through completion, providing consistent communication and support while partnering with enrolled agents and compliance teams in a high-volume, deadline-driven environment.

About this role

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

Key Responsibilities

  • 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

What We’re Looking For

  • 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

Compensation

  • Competitive hourly pay
  • Bonus potential

Position Details

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

Apply Today

Submit your application today—this role is actively hiring.

Skills

Case ManagementClient CommunicationClient OnboardingCompliance ProcessesEnrolled Agent CoordinationPerformance TrackingPipeline ManagementTask Prioritization

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