Junior Case ManagerFreshTax • Santa Ana, California, United States
Junior Case Manager
FreshTax • Santa Ana, California, United States
[job_card.30_days_ago]
[job_preview.job_type]
- [job_card.full_time]
- [filters_job_card.quick_apply]
[job_card.job_description]
ABOUT THE ROLE
FreshTax is expanding quickly, and we're looking for driven, organized, and customer-focused Junior Case Managers to support our Case Management department. As a Junior Case Manager, you’ll assist senior team members in managing client files, gathering documents, preparing forms, and providing updates throughout the early stages of the tax resolution process.
This role is perfect for someone who wants to grow into a full Case Manager position. You’ll learn tax resolution from the ground up, gain hands-on experience, and contribute to helping clients find relief from IRS challenges.
Important: This role is 100% on-site at our Santa Ana, CA headquarters. We succeed through teamwork, communication, and a high-energy office environment.
WHY JOIN FRESHTAX?
- Collaborative Culture: Be part of a supportive team where everyone works together to help clients succeed.
- Career Growth: Clear pathways to advance into a Senior Case Manager role.
- Fast-Paced Environment: Learn valuable skills in a growing industry with real upward mobility.
- Meaningful Work: Help individuals and families navigate stressful tax situations and move toward financial freedom.
COMPENSATION:
- Hourly Pay: $18.00 – $22.00 per hour (based on experience).
- Performance Bonuses: Based on productivity, quality, and team contribution.
WHAT YOU’LL DO:
File Support & Documentation:
- Assist in managing a high-volume caseload alongside Senior Case Managers.
- Request, track, and organize client documents and IRS forms.
- Review submissions for accuracy and completeness before passing them to senior staff.
- Upload all documents into the CRM correctly and promptly.
Client Communication:
- Make outbound calls to collect paperwork, answer basic questions, and provide status updates.
- Maintain consistent touchpoints with clients to keep them engaged and informed.
- Help clients complete IRS forms with clear instructions and guidance.
Case Progression:
- Keep detailed notes on every interaction inside the CRM.
- Follow up on pending items to prevent delays in the resolution process.
- Assist Senior Case Managers in preparing case files for submissions and resolutions.
- Learn foundational knowledge of IRS and state processes to support cases effectively.
WHAT YOU’LL NEED TO HAVE:
- Full-time availability (Monday–Friday, 8:00 AM – 5:00 PM).
- 6+ months of experience in administration, customer service, or a similar role.
- Strong communication skills — written, verbal, and phone etiquette.
- Ability to stay organized and manage multiple tasks in a fast-paced environment.
- Comfortable learning new systems and working in a CRM.
- A positive, client-first mindset with strong attention to detail.
- Spanish-speaking skills are a plus (not required).
WHAT WE OFFER:
- Paid training and structured development programs.
- Clear promotional path to Case Manager and Senior Case Manager roles.
- Performance bonuses.
- Referral bonus opportunities.
PERKS:
- 401(k) with company match.
- Paid sick time & holiday pay.
- Catered lunches every Friday.
- Wellness Days to recharge when needed.
- Fun, lively office culture with regular team outings and events.
WHY JOIN FRESHTAX?
FreshTax believes in rewarding hard work, promoting from within, and creating an environment where every team member can grow. Junior Case Managers play an essential role in our operation, and we invest heavily in their success.
If you’re eager to learn, excited to grow, and ready to make a real impact, FreshTax is the perfect place to build your career.
READY TO START YOUR GROWTH JOURNEY?
Apply today — we’re hiring immediately and looking for motivated individuals ready to make a difference.
OUR COMMITMENT
FreshTax is proud to be an equal opportunity employer. We are committed to fostering a diverse and inclusive workplace where all individuals are valued and empowered. We do not discriminate based on race, color, religion, national origin, gender, sexual orientation, age, disability, veteran status, or any protected class.
Reasonable accommodations are available during the application or interview process upon request.
[job_alerts.create_a_job]
Junior Case Manager • Santa Ana, California, United States
[internal_linking.similar_jobs]
Start your next chapter with Staffmark, where people come first, and every role makes an impact.Looking for a Junior Paralegal job where you're more than just a number on a clipboard? Here's the de...[show_more]
Start your next chapter with Staffmark, where people come first, and every role makes an impact.Looking for a Junior Paralegal job where you're more than just a number on a clipboard? Here's the de...[show_more]
Clarvida’s success is built on the strength of our people: individuals who bring the right skills and a deep commitment to our mission of improving lives and communities.Our employees are empowered...[show_more] Clarvida is hiring a Team Lead assistant Program Director.Assertive Community Treatment Team in a clinical and operational at our Opportunity Knocks program in Anaheim.Seeking a seasoned Pre Licens...[show_more] 
Case Manager – ABA Center (Santa Ana, CA).Full-Time | Salary: $60-68k + Comprehensive Benefits.At Applied ABC, we’re passionate about helping children with autism thrive! Our team is dedicated to p...[show_more]
Well respected boutique personal injury litigation law firm based in Santa Ana, CA is looking to add two experienced and reliable Case Managers to their team.This is a small firm that is growing th...[show_more]
Are you looking to do meaningful and impactful work in the world with people you enjoy? Are you well-organized and a strategic problem solver, with an enthusiasm for owning and driving projects for...[show_more]
We are Nationwide Tax Advocates located in Anaheim Hills, CA.We are growing and need to find qualified individuals who have already worked in the tax resolution industry.The Case Manager position i...[show_more]
Prevail Recruiting has partnered with one of the nation's leading.This is a rare opportunity to work in a.The firm is known for its collaborative environment, commitment to client care, and outstan...[show_more]
We are a prominent and growing Personal Injury Law Firm in Newport Beach and are seeking experienced and motivated Personal Injury Case Managers to join our team.As a Case Manager, you will be resp...[show_more]
As a Junior Investigator, you will be responsible for assisting investigative teams and supporting case work, including: assist lead investigator in gathering information.Duties and responsibilitie...[show_more]
Come Join Panera Bread- an award-winning leader in the restaurant industry and employer of choice for 2022 and 2023!.We are also proud to be named a Top Workplace for 2024!.A competitive hourly wag...[show_more]
Our busy law office is growing, and we need a legal case manager to work alongside attorneys and achieve clients’ goals.Our ideal candidate will have experience in case management as a paralegal or...[show_more] FreshTax is growing rapidly, and we’re seeking passionate, motivated Case Managers to join our expanding team! As a Case Manager, you’ll serve as the primary point of contact between clients and ou...[show_more] 
Seeking a dedicated Paralegal with a passion for Trust, Estates, and Special Needs law to join our team in Newport Beach, CA.Ideal candidate possesses strong attention to detail, excellent organiza...[show_more]
About the job Supervising Court Investigator.Duties may include but are not limited to the following: Establishes unit goals and priorities, assigns, reviews, and evaluates work; recommends action ...[show_more]
Make a Meaningful Impact as a Case Supervisor at Alora Behavioral Health!.Imagine being part of a child's breakthrough moment - their first words, first friendships, first steps toward independence...[show_more]
Press space or enter keys to toggle section visibility.Compensation:$26 - $32 Per Hour.Intercare Therapy provides evidence-based behavioral therapies that help children overcome challenges related ...[show_more]
Junior Paralegal
Staffmark Group • Brea, CA, United States
[job_card.full_time]
[last_updated.last_updated_variable_days] • [promoted]
Junior Paralegal
Staffmark • Santa Ana, CA, United States
[job_card.full_time]
[last_updated.last_updated_variable_days] • [promoted]
Clinical Manager
Clarvida • Anaheim, CA, US
[job_card.full_time]
[last_updated.last_updated_variable_days]
ACT Team Lead Clinician
Clarvida • Anaheim, CA, US
[job_card.full_time]
[last_updated.last_updated_variable_days]
Case Manager
Applied ABC • Santa Ana, California
[job_card.full_time]
[filters_job_card.quick_apply]
[last_updated.last_updated_variable_days]
Personal Injury Legal Case Manager (236/o)
De Novo Review Inc • Santa Ana, CA, United States
[job_card.full_time]
[last_updated.last_updated_variable_days] • [promoted]
Case Manager
Good Seed Community Development Corporation • Whittier, CA, US
[job_card.permanent]
[last_updated.last_updated_30]
Tax Resolution Case Manager
Nationwide Tax Advocates • Anaheim, California, United States
[job_card.full_time]
[filters_job_card.quick_apply]
[last_updated.last_updated_30]
Personal Injury Case Manager
Prevail Recruiting • Newport Beach, CA, United States
[job_card.full_time]
[last_updated.last_updated_variable_days] • [promoted]
Personal Injury Case Manager
Avrek Law • Newport Beach, CA, United States
[job_card.full_time]
[last_updated.last_updated_variable_days] • [promoted]
Junior Investigator
TradeJobsWorkforce • Santa Ana, CA, United States
[job_card.full_time]
[last_updated.last_updated_variable_days] • [promoted]
Team Manager
Panera Bread • Orange, CA, United States
[job_card.full_time]
[last_updated.last_updated_30] • [promoted]
Personal Injury Case Manager
Fiore Legal • Monrovia, CA, United States
[job_card.full_time]
[last_updated.last_updated_variable_days] • [promoted]
Senior Case Manager
FreshTax • Santa Ana, California, United States
[job_card.full_time]
[filters_job_card.quick_apply]
[last_updated.last_updated_30]
Junior Paralegal
Law Office of Susan A. Katzen • Newport Beach, CA, United States
[job_card.full_time]
[last_updated.last_updated_variable_days] • [promoted]
Supervising Court Investigator
Military, Veterans and Diverse Job Seekers • Orange, CA, United States
[job_card.full_time]
[last_updated.last_updated_variable_days] • [promoted]
ABA Case Supervisor
Alora Behavioral Health • Covina, CA, USA
[job_card.full_time] +1
[filters_job_card.quick_apply]
[last_updated.last_updated_variable_days]
Behavior Program Manager - Applied Behavior Analysis (MA Required)
Intercare Therapy • Santa Ana, CA, United States
[job_card.full_time]
[last_updated.last_updated_variable_days] • [promoted]