Case Manager

We are seeking a first-class Case Manager to become an integral part of our tax resolution team! We require someone who is an excellent multitasker with exceptional communication and time management skills. Join us and be part of a collaborative team environment where your contributions positively impact your colleagues, the company, and yourself.

PLEASE NOTE: To be considered for this position, Polston is currently hiring remote telework positions for workers located in AL, AZ, AR, DE, FL, GA, , IN, IA, KS, MD, MA, MO, MT, NE, NH, NJ, NM, NC, OH, OK, PA, SC, TN, TX, UT, VA, and WI.

* Polston is not currently accepting applications from any additional states. Moreover, remote workers may not telework for Polston entities from any location not listed as a location from which the Polston entities are currently hiring.

REQUIRED - A minimum of 1 year experience preparing financial analyses for IRS/state tax resolution cases.

The Case Manager is primarily responsible for preparing a financial analysis for each case and providing it to the assigned attorney/Enrolled Agent to utilize for the client’s IRS/state tax resolution case.

• Contact clients via email/phone/video call/mail and in person to request documentation or other necessary information to verify taxpayer’s income, expenses, and assets.
• Review and analyze financial documentation
• Conduct financial analysis of taxpayer’s income, expenses, and assets.
• Provide updates to attorneys and enrolled agents regarding client’s resolution details.
• Respond in a timely manner to client inquiries and requests.
• Work with state tax agencies to establish resolutions for clients.
• Work alongside other departments to ensure a smooth process for all parties.

This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Duties, responsibilities and activities may change, or new ones may be assigned at any time with or without notice.

A collaborative, team-based work atmosphere - we bring our best selves to the table and work together to impact the lives of our clients every day.

• Paid volunteer events - we create an environment that supports and values the importance of giving back and serving others.
• Fun company-sponsored events - a great way to get to know each other better.
• Investment in employees - we pride ourselves on giving our employees the chance to grow their careers.
• Caring for Your Whole Well Being - our benefits package is designed with your well-being in mind. We offer medical, dental, and vision insurance in addition to short- and long-term disability, life insurance, pet insurance, and a gap plan for eligible employees.
• Additional benefits - paid time off (PTO) such as sick days and vacation days, paid holidays, 401K which includes matching when eligible.
• Competitive Salary starting at $40,000.

The Case Manager is driven and motivated by challenging themselves to not only meet but exceed personal goals and is fulfilled by applying learned skills to help others.

• A minimum of one year’s experience preparing financial analyses for IRS/state tax resolution cases.
• A positive attitude and customer service mindset with a strong work ethic.
• Exceptional interpersonal, negotiation, and conflict resolution skills with great follow up.
• Outstanding verbal and written communication skills
• Excellent organizational skills with the skill to prioritize tasks efficiently.
• Ability to accomplish/complete a task while demonstrating a thorough concern for all the areas involved, no matter how small.
• Capacity to act with integrity, professionalism, and confidentiality.
• Capability to function in a fast-paced environment.
• Comfortable with a lot of…