Talent.com
Junior Case Manager
Junior Case ManagerFreshTax • Santa Ana, California, United States
Junior Case Manager

Junior Case Manager

FreshTax • Santa Ana, California, United States
30+ days ago
Job type
  • Full-time
  • Quick Apply
Job description
About the Role:
FreshTax is expanding rapidly and we are hiring Junior Case Managers to support our growing Case Management department.

In this role, you will assist Senior Case Managers by organizing client files, gathering documents, preparing IRS forms, and communicating with clients during the early stages of the tax resolution process.

This is an excellent opportunity for someone who wants to build a long-term career in tax resolution and grow into a Case Manager position.

You will receive hands-on training and real experience working with active IRS cases.

Important: This is a 100% in-office role at our headquarters in Santa Ana, CA.

Compensation:
  • $18.00 – $25.00 per hour (depending on experience)
  • Performance bonuses based on productivity and quality

What You'll Do:
Case File Support:
  • Assist Senior Case Managers with active client files
  • Request, organize, and track client documents
  • Review documents for completeness and accuracy
  • Upload and manage files in the CRM system
Client Communication:
  • Make outbound calls to collect documents and provide updates
  • Answer basic client questions regarding their case progress
  • Help clients complete required IRS forms and paperwork
Case Progression:
  • Maintain detailed case notes in the CRM
  • Follow up on missing documents or pending items
  • Assist in preparing case files for IRS submissions

What You'll Need:
  • Full-time availability (Monday – Friday, 8:00 AM – 5:00 PM)
  • 6+ months of experience in administration, customer service, or a similar role
  • Strong written and verbal communication skills
  • Professional phone etiquette
  • Ability to stay organized in a fast-paced environment
  • Comfortable learning new systems and CRM platforms
  • Detail-oriented with a strong client-focused mindset
  • Spanish speaking is a plus

Growth Opportunity:
This position is designed as a training path into a Case Manager role.

Strong performers can advance into:
  • Case Manager
  • Senior Case Manager
  • Other advanced client support roles

We believe in promoting from within whenever possible.

What We Offer:
  • Paid training
  • Clear advancement opportunities
  • Performance bonuses
  • Referral bonus opportunities

Perks:
  • 401(k) with company match
  • Paid sick time and holiday pay
  • Catered lunches every Friday
  • Wellness days
  • Team outings and office events

About FreshTax:
FreshTax is a rapidly growing tax relief company helping individuals resolve IRS tax issues and move forward with confidence.
Our culture is built on teamwork, growth, and supporting our clients through difficult financial situations.

Equal Opportunity Employer:
FreshTax is an equal opportunity employer committed to maintaining an inclusive workplace for all employees.



    Create a job alert for this search

    Junior Case Manager • Santa Ana, California, United States

    Similar jobs
    Remote FP&A Manager - AI Trainer ($50-$60 per hour)

    Remote FP&A Manager - AI Trainer ($50-$60 per hour)

    Data Annotation • Valinda, California
    Remote
    Full-time +1
    DataAnnotation is committed to creating high-quality AI.Join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule....Show more
    Last updated: 15 hours ago • Promoted • New!
    Team CDL-A Company Drivers

    Team CDL-A Company Drivers

    Forward Air • Huntington Beach, CA, US
    Full-time
    Looking for consistency, strong miles, and predictable home time? Forward is actively hiring Team CDL-A Company Drivers for OTR dedicated lanes across multiple terminal locations.These runs are bui...Show more
    Last updated: 17 days ago • Promoted
    Level 2 Composites Quality Inspector

    Level 2 Composites Quality Inspector

    SQA Services • Orange, CA, United States
    Full-time +1
    Space Rocks! If you agree and would like to work with one of the most exciting names in the game, then we want to hear from you.If you have a 'quality eye' and have what it takes to keep up with th...Show more
    Last updated: 1 day ago • Promoted
    Product Tester (Work From Home) – Keep Free Products + Weekly Pay

    Product Tester (Work From Home) – Keep Free Products + Weekly Pay

    OCPA • Midway City, California, us
    Remote
    Part-time +1
    Product Testers are wanted to work from home nationwide in the US to fulfill upcoming contracts with national and international companies.We guarantee 15-25 hours per week with an hourly pay of bet...Show more
    Last updated: 30+ days ago • Promoted
    Marketing Manager - USA

    Marketing Manager - USA

    Berghaus • Cypress, CA, United States
    Full-time
    This role follows a hybrid work schedule, with in-office days on Tuesday, Wednesday, and Thursday at our Cypress, CA location, and remote work on Monday and Friday.PIONEERING BRANDS THAT MAKE LIFE ...Show more
    Last updated: 2 days ago • Promoted
    Travel Nurse - RN - ER - Emergency Room - $1778.5 / Week

    Travel Nurse - RN - ER - Emergency Room - $1778.5 / Week

    Atlas MedStaff • Santa Ana, CA, US
    Full-time
    Atlas MedStaff is seeking an experienced Emergency Room Registered Nurse for an exciting Travel Nursing job in Los Angeles, CA.Shift: Inquire Start Date: 04/27/2026 Duration: 13 weeks Pay: $1778.At...Show more
    Last updated: 1 hour ago • Promoted • New!
    Remote Work From Home Data Entry Clerk - Part Time Panelists Needed

    Remote Work From Home Data Entry Clerk - Part Time Panelists Needed

    ApexFocusGroup • Westminster, California, US
    Remote
    Full-time +1
    Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Data Entry experience not required.Remote ...Show more
    Last updated: 3 days ago • Promoted
    Processor, eBay (Shift 2) (temp-to-hire)

    Processor, eBay (Shift 2) (temp-to-hire)

    Collectors Holdings, Inc. • Santa Ana, CA, United States
    Full-time
    Collectors is the leading creator of innovative technology that provides value-added services for collectors worldwide.We grade, authenticate, vault, and sell millions of record-setting collectible...Show more
    Last updated: 12 days ago • Promoted
    Surrogates Needed - $60K-$100K+ Compensation and Expert Care

    Surrogates Needed - $60K-$100K+ Compensation and Expert Care

    The Genesis Group • Los Alamitos, CA, US
    Full-time +1
    You have the power to make miracles for our families.If you’ve previously had a healthy pregnancy, you may qualify to help intended parents grow their family via IVF and receive $60,000-$100,000+ i...Show more
    Last updated: 4 days ago • Promoted
    CDL OTR Moving Driver

    CDL OTR Moving Driver

    American Van Lines • Huntington Beach, CA, US
    Full-time
    Professional OTR Movers with CDL A or B Experience Wanted.Are you a skilled and dedicated moving professional with at least 1 year of OTR experience in the moving industry? Join one of the fastest-...Show more
    Last updated: 30+ days ago • Promoted
    Executive Chef

    Executive Chef

    Compass Group, North America • Orange, CA, United States
    Full-time
    This culinary opportunity is located at a senior living community in Altadena, CA.Relocation assistance is available.There is also a $5,000 sign on bonus!.With people as our core and a deep commitm...Show more
    Last updated: 30+ days ago • Promoted
    Lowe's Jobs in Montebello, CA

    Lowe's Jobs in Montebello, CA

    Lowe's • Montebello, CA, United States
    Full-time
    Lowe's is hiring for various positions including cashiers, sales associates, and department managers.Competitive wages with comprehensive benefits and employee discounts.Opportunities for career gr...Show more
    Last updated: 2 days ago • Promoted
    Physiatrist Pain - Baldwin Park

    Physiatrist Pain - Baldwin Park

    Southern California Permanente Medical Group • Baldwin Park, CA, US
    Full-time
    Southern California Permanente Medical Group (SCPMG) is a physician-led partnership with strong values that support a patient-centered and evidence-based approach to medicine.Provides our physician...Show more
    Last updated: 27 days ago • Promoted
    Online Work From Home

    Online Work From Home

    Online Consumer Panels America • Norwalk, California, US
    Remote
    Part-time +1
    Product Testers are wanted to work from home nationwide in the US to fulfill upcoming contracts with national and international companies.We guarantee 15-25 hours per week with an hourly pay of bet...Show more
    Last updated: 30+ days ago • Promoted
    Border Patrol Agent (BPA) - Experienced (GL9 / GS11)

    Border Patrol Agent (BPA) - Experienced (GL9 / GS11)

    U.S. Customs and Border Protection • Newport Beach, CA, United States
    Full-time
    Border Patrol Agent (BPA) - in the Federal Security and Public Safety Sector Experienced (GL-9 GS-11) SAME MISSION, NEW DRIVE! You love protecting your community and doing your part to keep our nat...Show more
    Last updated: 2 days ago • Promoted
    Remote Data Entry - Product Support - $45 per hour

    Remote Data Entry - Product Support - $45 per hour

    GL Inc. • Pico Rivera, California
    Remote
    Full-time
    We’re looking for Data Entry Specialists for Customer Products across the US to work from home and help top brands improve their products before they hit the market.Show more
    Last updated: 30+ days ago • Promoted
    Claims auditor medical

    Claims auditor medical

    Randstad • Whittier, CA, United States
    Temporary
    Top Helathcare facility is hiring a Medical Claims Auditor to work onsite in Whittier, CA!.The Claims Auditor assists in the Claims Department by analyzing procedures, policies and reports; ensures...Show more
    Last updated: 2 days ago • Promoted
    Travel Nurse - RN - Cardiac Cath Lab - $3056.8 / Week

    Travel Nurse - RN - Cardiac Cath Lab - $3056.8 / Week

    TRS Healthcare • Santa Ana, CA, US
    Full-time
    TRS Healthcare is seeking an experienced Cardiac Cath Lab Registered Nurse for an exciting Travel Nursing job in Los Angeles, CA.Shift: 4x10 hr flex Start Date: 04/13/2026 Duration: 13 weeks Pay: $...Show more
    Last updated: 4 days ago • Promoted