Case Worker / Accounting, Financial Assistant

19 Days Ago Coast One Tax Group Encino, California, United States

Case Worker / Accounting, Financial Assistant

Coast One Tax Group

Job Salary Range (in USD)
Job Category
Job Type : Full-time
Zipcode : 91436
Spoken English Required : Fluent
Written English Required : Fluent
Spoken Spanish Required : Fluent
Written Spanish Required : Fluent
Posted : 2023-09-07
Minimum Education : None
Career Level : Entry Level
Travel Required : Not required

Coast One Tax Group is an A+ rated, top 10 Nationwide Tax Resolution Firm. We are looking for a Case Worker to Joint our team. Paid Training will be provided.

Job Duties / Qualifications:

  • Review financial statements, reading income & expense analysis
  • Bookkeeping/accounting experience (preferred)
  • Proficient knowledge of Microsoft Office ,Excel
  • Strong communication (verbal and written) skills
  • Excellent customer service skills
  • Able to work independently as well as a team player
  • Attention to detail, patience, and the ability to prioritize
  • Demonstrate strong organizational, planning and deadline management skills
  • BILINGUAL English/Spanish (Must be fluent in Spanish & English to be considered for this position)

Duties include but not limited to:

  • Assist attorneys and enrolled agents with case management, financial analysis & client service
  • Collecting documents/financial information from clients
  • Review and analyze financial documents
  • Responsible for all client relations, including verbal and written communication
  • Review case notes to provide clients with case status updates or request missing information
  • Collect and scan documents into Client's case file
  • Ability to understand and prioritize deadlines


  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Flexible schedule
  • Health insurance
  • Paid time off
  • Vision insurance

For More Info, or To Apply

Please email:

Job Location
Encino, California, United States
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