Talent.com
Junior Case Manager
Junior Case ManagerFreshTax • Santa Ana, CA, United States
[error_messages.no_longer_accepting]
Junior Case Manager

Junior Case Manager

FreshTax • Santa Ana, CA, United States
[job_card.variable_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

About the Job

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]

    Case Manager • Santa Ana, CA, United States

    [internal_linking.similar_jobs]
    Travel Outpatient Neuro-Oncology RN Case Manager

    Travel Outpatient Neuro-Oncology RN Case Manager

    Triage Staffing • Orange, CA, US
    [job_card.full_time]
    Triage Staffing is seeking a travel nurse RN Case Management for a travel nursing job in Orange, California.Job Description & Requirements. Travel Nursing : Case Management Orange.Location : ...[show_more]
    [last_updated.last_updated_1_day] • [promoted]
    Lead Case Manager

    Lead Case Manager

    Crittenton Services for Children and Families • Fullerton, CA, United States
    [job_card.full_time]
    In compliance with ORR Policy & Procedures, identify and process potential sponsors and expedite reunification for Unaccompanied Children. obtain required documentation; and ensure timely and accur...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Tax Resolution Case Manager

    Tax Resolution Case Manager

    Nationwide Tax Advocates • Anaheim, California, United States
    [job_card.full_time]
    [filters_job_card.quick_apply]
    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]
    [last_updated.last_updated_30]
    Travel Neuro Oncology RN Case Manager

    Travel Neuro Oncology RN Case Manager

    PRN Healthcare • Orange, CA, US
    [job_card.full_time]
    PRN Healthcare is seeking a travel nurse RN Care Manager for a travel nursing job in Orange, California.Job Description & Requirements. PRN Healthcare Job ID #1489390.Pay package is based on 8 h...[show_more]
    [last_updated.last_updated_1_day] • [promoted]
    Travel Outpatient Neuro-Oncology RN Case Manager

    Travel Outpatient Neuro-Oncology RN Case Manager

    American Traveler • Orange, CA, US
    [job_card.full_time]
    American Traveler is seeking a travel nurse RN Case Manager, Utilization Review for a travel nursing job in Orange, California. Job Description & Requirements.American Traveler is seeking an exp...[show_more]
    [last_updated.last_updated_1_day] • [promoted]
    Case Resolution Manager

    Case Resolution Manager

    VirtualVocations • Santa Ana, California, United States
    [job_card.full_time]
    A company is looking for a Case Resolution Manager to oversee customer issue resolution and improve operational processes. Key Responsibilities Manage and lead a team of Case Resolution Specialist...[show_more]
    [last_updated.last_updated_1_day] • [promoted]
    Junior Case Manager

    Junior Case Manager

    FreshTax • Santa Ana, California, United States
    [job_card.full_time]
    [filters_job_card.quick_apply]
    FreshTax is expanding quickly, and we're looking for driven, organized, and customer-focused.As a Junior Case Manager, you’ll assist senior team members in managing client files, gathering document...[show_more]
    [last_updated.last_updated_30]
    Outpatient Case Manager

    Outpatient Case Manager

    Regal Medical Group • Covina, CA, United States
    [job_card.full_time]
    The Outpatient Case Manager is responsible for the assessment, treatment planning, intervention, monitoring, evaluation and documentation on identified High Risk members. The Outpatient Case Manager...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Travel Outpatient Neuro-Oncology RN Case Manager

    Travel Outpatient Neuro-Oncology RN Case Manager

    GetMed Staffing, Inc. • Orange, CA, US
    [job_card.full_time]
    RN Case Management for a travel nursing job in Orange, California.Job Description & Requirements.GetMed Staffing is searching for a strong Case Manager RN to assist our traveler-friendly client...[show_more]
    [last_updated.last_updated_1_day] • [promoted]
    Case Manager

    Case Manager

    Fusion Medical Staffing • Orange, CA, United States
    [job_card.full_time]
    Estimated payments include wages and expense reimbursement, are based on information available to Fusion at time of posting, and could vary depending on factors related to the facility or applicant...[show_more]
    [last_updated.last_updated_variable_hours] • [promoted] • [new]
    Case Manager

    Case Manager

    Good Seed Community Development Corporation • Pasadena, CA, US
    [job_card.permanent]
    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]
    [last_updated.last_updated_30]
    Travel Neuro Oncology RN Case Manager

    Travel Neuro Oncology RN Case Manager

    Jackson Nurse Professionals • Orange, CA, US
    [job_card.permanent]
    Jackson Nurse Professionals is seeking a travel nurse RN Care Manager for a travel nursing job in Orange, California.Job Description & Requirements. Jackson is currently accepting resumes for Ca...[show_more]
    [last_updated.last_updated_1_day] • [promoted]
    Travel Outpatient Neuro-Oncology RN Case Manager

    Travel Outpatient Neuro-Oncology RN Case Manager

    HonorVet Technologies • Orange, CA, US
    [job_card.full_time]
    HonorVet Technologies is seeking a travel nurse RN Case Management for a travel nursing job in Orange, California.Job Description & Requirements. Outpatient Oncology Care Manager One 2x8hrs ever...[show_more]
    [last_updated.last_updated_variable_hours] • [promoted] • [new]
    Travel Outpatient Neuro-Oncology RN Case Manager

    Travel Outpatient Neuro-Oncology RN Case Manager

    Ethos Medical Staffing • Orange, CA, US
    [job_card.full_time]
    Ethos Medical Staffing is seeking a travel nurse RN Case Management for a travel nursing job in Orange, California.Job Description & Requirements. Ethos Medical Staffing Job ID #35454313.Pay pac...[show_more]
    [last_updated.last_updated_1_day] • [promoted]
    Bilingual Case Manager, Recuperative Facility El Monte

    Bilingual Case Manager, Recuperative Facility El Monte

    US Career Partners • El Monte, CA, United States
    [job_card.full_time]
    About the job Bilingual Case Manager, Recuperative Facility El Monte.Accelerate your career, impact and earnings working for a fast growing recuperative home full of future opportunity; making a ma...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Travel Neuro Oncology RN Case Manager - $2,744 per week

    Travel Neuro Oncology RN Case Manager - $2,744 per week

    Prime Staffing • Orange, CA, United States
    [job_card.permanent]
    Prime Staffing is seeking a travel nurse RN Care Manager for a travel nursing job in Orange, California.Job Description & Requirements. Active State or Compact RN License.Strong assessment, discharg...[show_more]
    [last_updated.last_updated_1_hour] • [promoted] • [new]
    Senior Case Manager

    Senior Case Manager

    FreshTax • Santa Ana, California, United States
    [job_card.full_time]
    [filters_job_card.quick_apply]
    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]
    [last_updated.last_updated_30]
    Travel Neuro Oncology RN Case Manager

    Travel Neuro Oncology RN Case Manager

    Assured Nursing • Orange, CA, US
    [job_card.full_time]
    Assured Nursing is seeking a travel nurse RN Care Manager for a travel nursing job in Orange, California.Job Description & Requirements. Assured Nursing is currently seeking a.The ideal candidat...[show_more]
    [last_updated.last_updated_1_day] • [promoted]