Case Worker / Accounting, Financial Assistant

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

Benefits:

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

For More Info, or To Apply

Please email:   jobs@coast1tax.com