CPG: Tax Caseworker Job Orange area,California USA,Finance & Banking

Century Group is partnering with a client that is seeking a Tax Caseworker to assist their team. Exact compensation may vary based on skills, experience, and location. Expected starting pay rate of $21.00 to $24.00 per hour.
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

Requirements:

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

Qualifications:

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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