At a Glance
- Tasks: Lead a team of Tax Prep Analysts and Case Managers to ensure smooth client communication.
- Company: TaxRise is revolutionising tax relief services with empathy and innovation.
- Benefits: Enjoy competitive salary, commission opportunities, medical insurance, and wellness days.
- Why this job: Make a real impact while growing your career in a supportive, dynamic environment.
- Qualifications: 2+ years in a supervisory role with hands-on tax preparation experience required.
- Other info: Join a fast-growing company that values diversity and offers professional development.
The predicted salary is between 49000 - 52000 £ per year.
At TaxRise, we don’t just provide tax relief services; we provide hope, stability, and solutions to individuals and families facing financial uncertainty. Our team is passionate about reshaping the tax resolution industry through innovation, empathy, and unwavering commitment to our clients. Join us and make a tangible difference in people’s lives while growing your career with a team that values your contributions.
ABOUT THE ROLE
The Case Manager Supervisor oversees a team of Tax Prep Analysts and Case Managers within the tax preparation department. This position plays a vital role in supporting our tax preparers by coordinating the flow of documents and communications between clients and internal teams. The Case Manager Supervisor ensures productivity benchmarks are met while delivering an outstanding client experience.
The ideal candidate will have prior experience preparing taxes for individuals and businesses, managing or leading teams, and a natural ability to motivate others, solve problems, and prioritise effectively in a dynamic environment. We’re all about that in-person vibe—this role is 100% on-site! If you’re excited to work side-by-side with our team (or are ready to make the move), then you’re a perfect fit. If not, we kindly ask you to hold off on applying. Thanks for understanding and happy job hunting!
HOW YOU’LL BE REWARDED
At TaxRise, Inc., we believe in rewarding hard work and dedication! We offer our team members a competitive salary and commission structure, along with growth opportunities and ongoing development.
- Base salary: $70,000 – $75,000 annually
- Commission: Additional performance-based commission opportunities available
WHAT YOU’LL DO
- Team Leadership & Oversight
- Manage a team of Tax Prep Analysts and Case Managers to ensure accurate and timely document collection and client communication
- Provide continuous training and coaching to improve team performance and client satisfaction
- Monitor pipeline dashboards to track case progression and ensure cases are moved efficiently to Tax Preparers
- Performance Management
- Review team KPIs, including client satisfaction rates, daily talk time, contact attempts, and document collection metrics
- Ensure daily tasks, appointments, and urgent priorities are completed before end of day
- Communicate updates to procedures and ensure team compliance
- Client Escalations & Quality Assurance
- Handle escalated client calls with empathy and a solution-oriented approach
- Collaborate with internal departments to ensure seamless client experiences
- Identify areas for departmental improvement and recommend solutions to leadership
- Administrative Support
- Maintain accurate case records and CRM updates
- Track team attendance and performance and escalate issues appropriately
- Assist with documentation, engagement letters, and interdepartmental coordination
WHAT YOU’LL NEED TO HAVE
- 2+ years of experience in a supervisory or lead role
- Hands-on tax preparation experience (1040, 1065, 1120, 1120S, 1041, 941, amended and state returns)
- Familiarity with Schedules A, B, C, D, and E
- Experience managing a client-facing team in financial services, tax resolution, lending, or a similar field
- Proven ability to balance priorities in a fast-paced environment
- Excellent verbal and written communication skills
- Strong customer service and decision-making skills
- Proficiency with CRM systems, TalkDesk or similar platforms, Microsoft Office Suite, and Google Workspace
We understand that potential comes in many forms. Even if you don’t meet every single requirement, we still encourage you to apply.
WHAT WE OFFER
We believe in taking care of our team so they can take care of our clients. Here’s what you can expect as part of the TaxRise family:
- Medical, Dental, and Vision Insurance (starting after 60 days)
- Paid Time Off (Vacation, Sick Days, Company Holidays)
- Wellness Days to recharge when you need it most
- 401(k) retirement plan with company match
- Professional Development Program to support your growth
- Access to our on-site gym and gaming lounge
- Catered team lunches every Friday
- Fun and energising quarterly company outings
ABOUT US
At TaxRise, our mission is simple yet impactful: to revolutionise the way taxpayers navigate their tax challenges. We believe in the power of lifting others up, and that’s the driving force behind everything we do.
When you join us, you’re not just becoming part of a company; you’re joining a movement. We’re a team that thrives on celebrating successes and making a genuine impact on people’s lives.
We’re proud to be the fastest-growing company in our industry, and we’re on the lookout for exceptional individuals to help us continue our journey of transformation.
If you’re ready to bring your unique talents and innovative spirit to a company where your work truly matters, TaxRise is the place to be. Join us and be part of a team that’s reshaping the future of tax resolution.
OUR COMMITMENT
At TaxRise, we’re proud to be an equal opportunity employer. We know that a world-class culture stems from the diversity and talent of our team. We provide equal employment opportunities (EEO) to all without regard to race, colour, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable law.
TaxRise is also committed to ensuring equal opportunity in employment for qualified persons with disabilities. If you require any reasonable accommodation throughout the recruiting process, please let your recruiter know.
Case Manager Supervisor employer: TieTalent
Contact Detail:
TieTalent Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Case Manager Supervisor
✨Tip Number 1
Familiarise yourself with the specific tax preparation processes and regulations relevant to the role. Understanding the nuances of forms like 1040, 1065, and others will not only boost your confidence but also demonstrate your expertise during interviews.
✨Tip Number 2
Showcase your leadership skills by preparing examples of how you've successfully managed teams in the past. Be ready to discuss how you motivated your team, resolved conflicts, and improved performance metrics.
✨Tip Number 3
Research TaxRise's company culture and values. Being able to articulate how your personal values align with theirs can set you apart from other candidates and show that you're genuinely interested in being part of their mission.
✨Tip Number 4
Prepare for potential client escalation scenarios. Think about how you would handle difficult situations with empathy and a solution-oriented mindset, as this is crucial for the Case Manager Supervisor role.
We think you need these skills to ace Case Manager Supervisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in tax preparation and team leadership. Use specific examples that demonstrate your ability to manage teams and improve client satisfaction.
Craft a Compelling Cover Letter: In your cover letter, express your passion for helping clients navigate financial uncertainty. Mention how your skills align with TaxRise's mission and values, and provide examples of how you've successfully led teams in the past.
Highlight Relevant Skills: Emphasise your hands-on tax preparation experience and familiarity with various tax forms. Also, showcase your communication skills and ability to handle client escalations effectively.
Show Enthusiasm for the Role: Convey your excitement about working on-site and being part of a team that makes a difference. Mention any specific reasons why you are drawn to TaxRise and how you can contribute to their mission.
How to prepare for a job interview at TieTalent
✨Showcase Your Leadership Skills
As a Case Manager Supervisor, you'll be leading a team. Be prepared to discuss your previous leadership experiences, how you motivated your team, and any challenges you overcame. Use specific examples to illustrate your ability to manage and inspire others.
✨Demonstrate Tax Knowledge
Since the role requires hands-on tax preparation experience, brush up on your knowledge of various tax forms and schedules. Be ready to answer questions about your experience with 1040s, 1065s, and other relevant documents, as well as how you ensure accuracy in tax preparation.
✨Emphasise Client-Centric Approach
TaxRise values empathy and client satisfaction. Prepare to share examples of how you've handled client escalations or difficult situations in the past. Highlight your problem-solving skills and your commitment to providing outstanding client experiences.
✨Familiarise Yourself with Performance Metrics
Understanding KPIs is crucial for this role. Research common performance metrics in tax preparation and be ready to discuss how you've used data to improve team performance in previous roles. This shows that you're results-oriented and can drive productivity.