CPG: Tax Caseworker
Job in
Orange, Orange County, California, 92613, USA
Listed on 2026-06-07
Listing for:
Century Group
Full Time
position Listed on 2026-06-07
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
Job Responsibilities:
- Conduct consultations to gather financial documents and assess eligibility for tax relief programs
- Serve as the primary point of contact for clients throughout the resolution process
- Collaborate with legal and tax teams to develop strategies and submit documentation to tax authorities
- Ensure timely follow-ups on cases and maintain accurate records of client interactions
- Track case progress and provide regular updates to clients and internal teams
- Possess a solid understanding of tax relief programs and resolution procedures
- Apply organizational skills to maintain detailed and accurate case files
- Communicate clearly and professionally to explain complex tax issues to clients
- Use problem-solving abilities to identify solutions and support client outcomes
- Maintain confidentiality and professionalism when handling sensitive financial information
- Hold a bachelor's degree in business, finance, or a related field, or possess equivalent experience
- 2+ years of experience in case management or tax resolution (preferred)
- Show proficiency in Microsoft Office and case management software
- Exhibit strong communication skills to interact effectively with clients and colleagues
- Manage time efficiently to handle multiple cases and meet deadlines
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