Job Information
TEKsystems Case Manager / Tax Resolution Specialist (Tax Prep Experience Preferred) in Costa Mesa, California
Job Summary
Tax Resolution is a leading tax relief firm dedicated to helping individuals and businesses resolve complex tax issues with confidence and care. We are seeking an experienced Case Manager / Tax Resolution Specialist who combines strong client advocacy with hands-on tax preparation and case management expertise.
This role is ideal for someone who thrives in a high-touch client environment, understands IRS processes, and has experience managing tax resolution cases from intake through resolution—while also supervising and supporting other case workers.
Key ResponsibilitiesClient & Case Management
Conduct detailed client consultations to assess financial situations and eligibility for tax relief programs
Collect, analyze, and organize financial and tax documentation
Prepare and manage client tax resolution cases from onboarding through closure
Serve as the primary point of contact for clients, providing clear guidance and regular case updates
Tax Preparation & Resolution Support
Prepare and review individual and business tax returns as part of resolution strategies
Assist with amended returns, compliance filings, and IRS documentation as needed
Collaborate with tax preparers, enrolled agents, attorneys, and internal teams to develop effective resolution strategies
Submit and track documentation with the IRS and state tax agencies, ensuring deadlines are met
Workflow, Systems & Documentation
Maintain accurate, detailed case records in IRSLogics or similar tax resolution CRM platforms
Comparable systems include: IRS Solutions, Ledger CRM, PitBullTax
Track case milestones, follow-ups, deadlines, and outcomes
Ensure thorough documentation and compliance with internal and external requirements
Leadership & Collaboration
Manage and supervise a team of case workers, providing guidance, oversight, and workload support
Partner with legal, tax, and client services teams to ensure seamless case progression
Act as an advocate for clients while balancing regulatory requirements and firm policies
Skills & Expertise
IRSLogics (strongly preferred) or similar tax resolution CRM experience
Tax relief and tax resolution case management
Tax preparation experience (individual and/or business returns)
Strong client communication and advocacy skills
Exceptional organization, time management, and attention to detail
Qualifications
Experience:
3+ years of experience in tax resolution, case management, and/or tax preparation (preferred)
Education:
Bachelor’s degree in Business, Finance, Accounting, or a related field preferred (or equivalent experience)
Technical Skills:
Proficiency in Microsoft Office (Excel, Word, Outlook)
Experience with tax resolution and case management software
Why Join Five Star Tax Resolution
Make a meaningful impact by helping clients resolve stressful tax situations
Collaborative, growth‑focused environment
Opportunity to lead and mentor other case workers
Exposure to complex, high‑value tax resolution cases
Job Type & Location
This is a Permanent position based out of Costa Mesa, CA.
Pay and Benefits
The pay range for this position is $60000.00 - $60000.00/yr.
PTO, health, dental options, sick pay
Workplace Type
This is a fully onsite position in Costa Mesa,CA.
Application Deadline
This position is anticipated to close on Apr 25, 2026.
h4>About TEKsystems:
We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company.
The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
About TEKsystems and TEKsystems Global Services
We’re a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We’re a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We’re strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We’re building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com.
The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.