Junior Case ManagerFreshTax • Santa Ana, California, United States
Junior Case Manager
FreshTax • Santa Ana, California, United States
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- [job_card.full_time]
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[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.
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Junior Case Manager • Santa Ana, California, United States
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