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Case Management Associate Jobs in Puerto Rico (NOW HIRING)

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Case Managers, Sales Associates, Tax Preparers, and fellow Practitioners to achieve best possible resolution * Excellent Opportunity for Newly Licensed Attorney! Significant post Law School ...

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Case Management Associate information

What is a case management associate?

A Case Management Associate is a professional who supports case managers in coordinating and managing patient care or social services. Their duties often include gathering patient information, assisting with documentation, scheduling appointments, and facilitating communication between clients, healthcare providers, and insurance companies. They help ensure that clients receive appropriate and timely services while maintaining accurate records. Case Management Associates typically work in hospitals, clinics, insurance companies, or social service agencies and play a key role in streamlining the case management process.

What is the job of a case management associate?

The responsibilities of a case management associate involve managing cases for patients in a health care, mental health care, or social services setting. Your duties in this career often involve working on documentation for clients or patients. You may complete admission and discharge paperwork and communicate with patients or clients during the process so that they understand each step. Some case management aides may interact extensively with patients to get initial information that the caseworker or manager can use to make an assessment.

What are the key skills and qualifications needed to thrive as a case management associate, and why are they important?

To thrive as a Case Management Associate, you generally need foundational knowledge in healthcare or social services, often supported by an associate's or bachelor's degree in a related field. Familiarity with case management software, electronic health records (EHR), and documentation systems is typically required. Outstanding organizational skills, empathy, and effective communication help you excel in coordinating care and supporting clients. These competencies are essential for ensuring efficient case resolution, client satisfaction, and seamless collaboration with interdisciplinary teams.

What are some common challenges faced by case management associates, and how can they be addressed?

Case Management Associates often navigate challenges such as balancing high caseloads, managing complex client needs, and coordinating communication among various service providers. Time management and organizational skills are crucial in prioritizing tasks and ensuring timely follow-up. Building strong relationships with clients and maintaining clear, consistent communication with interdisciplinary teams can help address these challenges and lead to more effective outcomes.

What is the difference between Case Management Associate vs Social Worker?

AspectCase Management AssociateSocial Worker
Required CredentialsHigh school diploma or bachelor's degree; certifications varyBachelor's or master's degree in social work; licensure often required
Work EnvironmentHealthcare facilities, community organizations, insurance companiesHospitals, clinics, social service agencies
Employer & Industry UsageHealthcare, insurance, community servicesHealthcare, social services, government agencies
Common Search & ComparisonYesYes

While both roles involve supporting clients and coordinating services, Case Management Associates typically have less advanced credentials and focus on administrative and coordination tasks. Social Workers often hold advanced degrees and provide more in-depth counseling and advocacy. Understanding these differences helps in choosing the right career path or job search focus.

Can you become a case management associate with an associate's degree?

Yes, many employers hire case management associates with an associate's degree in fields like social work, psychology, or healthcare. Relevant skills include communication, organization, and knowledge of case management software; some positions may also require certification or experience in social services.

Is case management a stressful job?

Case management associates often work in fast-paced environments that require strong organizational and communication skills, which can lead to stress. The job involves managing multiple cases, meeting deadlines, and addressing client needs, which may contribute to job-related stress levels.

What are the most commonly searched types of Case Management jobs in Puerto Rico?

The most popular types of Case Management jobs in Puerto Rico are:

What cities in Puerto Rico are hiring for Case Management Associate jobs?

Cities in Puerto Rico with the most Case Management Associate job openings:

Infographic showing various Case Management Associate job openings in Puerto Rico as of August 2026, with employment types broken down into 1% As Needed, 84% Full Time, 13% Part Time, and 2% Contract. Highlights an 86% Physical, 3% Hybrid, and 11% Remote job distribution.

Entry Level Attorney Train in Tax Representation

Community Tax LLC

San Juan, PR • On-site

$50K/yr

Other

Medical, Dental, Vision

Posted 13 days ago


Job description

Community Tax Puerto Rico, LLC Is a PUERTO RICO established firm and division of Community Tax, LLC, a nationally known and respected tax resolution and tax services firm, based in Jacksonville, FL, Our Attorneys and Tax Professionals create life changing outcomes for our clients every day

We are currently accepting applications for the position of Tax Resolution Attorney Practitioner in our Hato Rey office. For more information about Community Tax, visit www.communitytax.com.

Community Tax first opened its Puerto Rico office in Guaynabo in August of 2017, remains strong and growing in 2026 and we're planning for continued growth, Our offices are conveniently located in Hato Rey.

WE WILL TRAIN a LICENSED ATTORNEY with a strong interest in learning Tax Resolution

Job Summary:

This position requires a self-starter with the ability to think and work independently with a capacity for understanding financial concepts. You and your team represent taxpayers on resolution matters through negotiations with the IRS, and state taxing authorities. This includes but is not limited to submitting/negotiating IRS Offers in Compromise, Innocent Spouse requests, Penalty Abatement requests, Installment Agreements defense of seizure actions, Appeals, and more. It is challenging but rewarding work as we provide life changing results for our clients in a fast paced, high-volume environment.

NEWLY LICENSED ATTORNEYS interested in tax work are encouraged to apply. Previous Tax experience is NOT required. We provide comprehensive training in tax. Some working knowledge in state and federal tax law is a plus,but is not required.

Full time employees enjoy:

  • A collaborative work environment
  • Competitive compensation
  • Bonus and performance incentives
  • Benefits, including Medical, Dental and Vision
  • Promotions from within.

You'll also have the satisfaction of being part of a highly trained team, creating life-changing outcomes for our clients every day.


Job Responsibilities Include:

  • Investigate and diagnose a client's individual and/or business tax problems
  • Draft solution-oriented recommendations, addressing specific clients' tax issues on a consistent basis
  • Use strong analytical ability to conduct tax related research
  • Regular communication with both the IRS and relevant State Taxing Authorities to provide effective representation in client's individual and business tax issues
  • Regular communication with clients.
  • Manage case files in a productive, efficient, and organized manner
  • Work collaboratively with all members of the CTAX team: Case Managers, Sales Associates, Tax Preparers, and fellow Practitioners to achieve best possible resolution
  • Excellent Opportunity for Newly Licensed Attorney!

Significant post Law School experience NOT required as we provide comprehensive training – However you MUST be licensed.

  • Ideal is an entry level licensed Attorney with some tax or accounting/finance experience or education
    • If you recently passed the Bar Exam, you are encouraged to apply
  • Tax Clinic experience while in Law School a significant plus
  • Proficient with technology, including Microsoft Office and Outlook
  • Bilingual fluency in English and Spanish required.

Education and Other Requirements:

  • JD from an accredited Law School (licensed Enrolled Agent may qualify with equivalent education and/or experience)
  • Evidence of strong interest in Tax
  • Ability to thrive in a fast-paced environment
  • Effective communication skills
  • Ideal candidate will have a strong desire to develop and grow in the field of taxation
  • Able to balance a high volume workload
  • Strong attention to detail
  • Self-motivated and able to adapt to change