Remote Case Management Assistant Jobs in Arizona

The Administrative Assistant plays a critical part in our tax preparation and fulfillment departments. You will manage the tax preparation workflow, ensuring that tax preparers are completing tax returns in a timely manner, and you will assist case managers to ensure nothing falls through the cracks.

This is not an entry-level position. We are looking for a self-motivated, entrepreneurial individual with a proven track record of administrative excellence who is ready to contribute from day one, handle greater responsibility, and grow with us long-term.

Key Responsibilities:

• Workflow Management: Manage the tax preparation department workflow by assigning tax returns to preparers once the account manager provides all requested documentation from the client.

• Data Tracking: Ensure the tax preparation spreadsheet is accurately updated on a daily basis.

• Department Support: Assist the fulfillment department by actively supporting case managers and ensuring seamless operations.

• Organization: Assist with document filing and maintaining organized records.

Requirements:

• Experience: Minimum 3 years of proven Administrative Assistant experience.

• Technical Skills: High proficiency in Microsoft Office, with exceptional skills in Outlook, Teams, and Excel.

• Work Ethic: Highly organized, detail-oriented, and capable of self-managing in a fully remote environment.

• Communication: Excellent written and verbal communication skills.

What We Offer:

• Fully remote work environment.
• Competitive compensation based on experience.
• A steady pipeline of challenging IRS and state tax resolution cases.
• A collaborative, supportive team that focuses exclusively on tax controversy and resolution.
• The opportunity to make a meaningful impact by helping businesses and business owners resolve difficult tax problems and move forward with confidence.

Work Environment:

This is a remote position performed from a dedicated home office. Must reside in the United States.

Employees must maintain:

• A reliable computer capable of running Microsoft 365 and other required business applications.
• High-speed internet with dependable video conferencing and telephone capabilities.
• A quiet, private workspace free from regular distractions.
• Availability and responsiveness during normal business hours in the Central Time Zone, including participation in virtual meetings and timely communication with clients and team members.

Physical Demands:

• Ability to remain in a stationary position (sitting or standing) for extended periods during the workday.
• Ability to use a computer, keyboard, mouse, and telephone for prolonged periods.
• Ability to communicate effectively verbally and in writing, including participating in video conferences.
• Ability to type accurately and efficiently to perform essential job functions

Please review this Vivid Vision and prepare to answer questions connecting your role to the statement:

Champion Tax Relief — Vivid Vision
Our Goal by 2029
The absolute #1 company for small business owners to resolve their IRS back tax
problems.
Recognized as the #1 leader in solving business owners’ back tax problems — by the
accounting profession and by our clients.
Who We Serve
While most tax resolution companies service the mass market in a cookie-cutter way, our firm
services only the most complex IRS back tax problems — specifically for self-employed people
and small business owners.
Most of our clients owe a minimum of $100,000 in back taxes, haven’t filed in years (often with
no records to file with), and the IRS is knocking at their door. Clients come to us because we are
so specialized — and because we deliver results others simply can’t.
The work we do directly impacts people’s livelihoods. It protects their finances, their businesses,
their marriages, and gives them a newfound path forward that has eluded them for years.

Our Culture

• Work hard, enjoy it while we do.
• People feel respected working here — their opinions matter. We aren’t looking for “yes men.”
• A-player only environment. If you can make things happen on your own, you’re a great fit.
• We strongly value our employees. How we treat our team directly relates to the results we bring to clients.
• Self-motivated, entrepreneurial individuals who want greater responsibility and autonomy —and who can self-manage.
• The company runs autonomously — systems and personnel so solid that everything gets done, right, the first time.
• Excellent systems. We’ve been around the block, and we know exactly what’s needed to deliver for our clients.

Code word: Apricot

Core Values

• Entrepreneurial Attitude — We solve problems, figure out how to make things better, and
• take joy in continuous improvement.
• Self-Managed — We get stuff done without needing someone to keep on top of us.
• Excellent in Our Work — We are mindful of the great trust our clients place in us, and we
• do a great job for them.
• Grow Big, Act Small
• Respect Everyone
• Have Fun