PLEASE NOTE: To be considered for this position, Polston is currently hiring remote telework positions for workers located in AL, AZ, AR, DE, FL, GA, ID, IN, IA, KS, MD, MA, MO, MT, NE, NH, NJ, NM, NC, OH, OK, PA, SC, TN, TX, UT, VA, and WI.
*Polston is not currently accepting applications from any additional states. Moreover, remote workers may not telework for Polston entities from any location not listed as a location from which the Polston entities are currently hiring.
REQUIRED - A minimum of 1 year experience preparing financial analyses for IRS/state tax resolution cases.
We are seeking a first-class Case Manager to become an integral part of our tax resolution team! We require someone who is an excellent multitasker with exceptional communication and time management skills. Join us and be part of a collaborative team environment where your contributions positively impact your colleagues, the company, and yourself.

The Case Manager is primarily responsible for preparing a financial analysis for each case and providing it to the assigned attorney/Enrolled Agent to utilize for the client’s IRS/state tax resolution case.

• Contact clients via phone, email, regular mail, and in person to request documentation or other necessary information to verify taxpayer’s income, expenses, and assets.
• Review and analyze financial documentation
• Conduct financial analysis of taxpayer’s income, expenses, and assets.
• Provide updates to attorneys and enrolled agents regarding client’s resolution details.
• Work with state tax agencies to establish resolutions for clients.
• Work alongside other departments to ensure a smooth process for all parties.
• Perform other job-related duties as assigned.