Position Summary The Senior Case Manager - Trust & Probate plays a critical role in managing complex fiduciary cases from intake through final distribution and closure. This position oversees probate ...
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Position Summary The Senior Case Manager - Trust & Probate plays a critical role in managing complex fiduciary cases from intake through final distribution and closure. This position oversees probate ...
Quick apply
Position Summary The Senior Case Manager - Trust & Probate plays a critical role in managing complex fiduciary cases from intake through final distribution and closure. This position oversees probate ...
The Supervisor conducts first level problem solving with staff, ensures schedules are completed and scheduling issues resolved, and elevates appropriate issues to the senior case management leaders.
The Supervisor conducts first level problem solving with staff, ensures schedules are completed and scheduling issues resolved, and elevates appropriate issues to the senior case management leaders.
Phoenix, AZ · On-site
$80K - $92K/yr
At Sweet James, we believe great Case Managers thrive in an environment built on collaboration, accountability, mentorship, and opportunity. Our team is passionate about advocating for injured ...
Quick apply
Phoenix, AZ · On-site
$80K - $92K/yr
At Sweet James, we believe great Case Managers thrive in an environment built on collaboration, accountability, mentorship, and opportunity. Our team is passionate about advocating for injured ...
Safford, AZ · On-site
$22.59/hr
CASE MANAGER Apply now Job No: 542337 Work Type: Full-time Location: SAFFORD Categories: Social ... Senior, in addition to prior DCS Specialist experience, in accordance with agency policy. Training ...
Safford, AZ · On-site
$22.59/hr
CASE MANAGER Apply now Job No: 542337 Work Type: Full-time Location: SAFFORD Categories: Social ... Senior, in addition to prior DCS Specialist experience, in accordance with agency policy. Training ...
Sierra Vista, AZ · On-site
$22.59/hr
CASE MANAGER Apply now Job No: 542348 Work Type: Full-time Location: SIERRA VISTA, BENSON ... Senior, in addition to prior DCS Specialist experience, in accordance with agency policy. Training ...
Sierra Vista, AZ · On-site
$22.59/hr
CASE MANAGER Apply now Job No: 542348 Work Type: Full-time Location: SIERRA VISTA, BENSON ... Senior, in addition to prior DCS Specialist experience, in accordance with agency policy. Training ...
Tucson, AZ · On-site
$22.59/hr
CASE MANAGER Apply now Job No: 542350 Work Type: Full-time Location: TUCSON Categories: Social Work ... Senior, in addition to prior DCS Specialist experience, in accordance with agency policy. Training ...
Tucson, AZ · On-site
$22.59/hr
CASE MANAGER Apply now Job No: 542350 Work Type: Full-time Location: TUCSON Categories: Social Work ... Senior, in addition to prior DCS Specialist experience, in accordance with agency policy. Training ...
$22.59/hr
CASE MANAGER Apply now Job No: 542635 Work Type: Full-time Location: SIERRA VISTA, BENSON ... Senior, in addition to prior DCS Specialist experience, in accordance with agency policy. Training ...
$22.59/hr
CASE MANAGER Apply now Job No: 542635 Work Type: Full-time Location: SIERRA VISTA, BENSON ... Senior, in addition to prior DCS Specialist experience, in accordance with agency policy. Training ...
Cottonwood, AZ · On-site
$22.59/hr
CASE MANAGER Apply now Job No: 542346 Work Type: Full-time Location: COTTONWOOD Categories: Social ... Senior, in addition to prior DCS Specialist experience, in accordance with agency policy. Training ...
Cottonwood, AZ · On-site
$22.59/hr
CASE MANAGER Apply now Job No: 542346 Work Type: Full-time Location: COTTONWOOD Categories: Social ... Senior, in addition to prior DCS Specialist experience, in accordance with agency policy. Training ...
$22.59/hr
CASE MANAGER Apply now Job No: 542627 Work Type: Full-time Location: SAFFORD Categories: Social ... Senior, in addition to prior DCS Specialist experience, in accordance with agency policy. Training ...
$22.59/hr
CASE MANAGER Apply now Job No: 542627 Work Type: Full-time Location: SAFFORD Categories: Social ... Senior, in addition to prior DCS Specialist experience, in accordance with agency policy. Training ...
$22.59/hr
CASE MANAGER Apply now Job No: 542634 Work Type: Full-time Location: YUMA Categories: Social Work ... Senior, in addition to prior DCS Specialist experience, in accordance with agency policy. Training ...
$22.59/hr
CASE MANAGER Apply now Job No: 542634 Work Type: Full-time Location: YUMA Categories: Social Work ... Senior, in addition to prior DCS Specialist experience, in accordance with agency policy. Training ...
$22.59/hr
CASE MANAGER Apply now Job No: 542633 Work Type: Full-time Location: COTTONWOOD Categories: Social ... Senior, in addition to prior DCS Specialist experience, in accordance with agency policy. Training ...
$22.59/hr
CASE MANAGER Apply now Job No: 542633 Work Type: Full-time Location: COTTONWOOD Categories: Social ... Senior, in addition to prior DCS Specialist experience, in accordance with agency policy. Training ...
Kingman, AZ · On-site
$22.59/hr
CASE MANAGER Apply now Job No: 542632 Work Type: Full-time Location: KINGMAN, LAKE HAVASU CITY ... Senior, in addition to prior DCS Specialist experience, in accordance with agency policy. Training ...
Kingman, AZ · On-site
$22.59/hr
CASE MANAGER Apply now Job No: 542632 Work Type: Full-time Location: KINGMAN, LAKE HAVASU CITY ... Senior, in addition to prior DCS Specialist experience, in accordance with agency policy. Training ...
Yuma, AZ · On-site
$22.59/hr
CASE MANAGER Apply now Job No: 542347 Work Type: Full-time Location: YUMA Categories: Social Work ... Senior, in addition to prior DCS Specialist experience, in accordance with agency policy. Training ...
Yuma, AZ · On-site
$22.59/hr
CASE MANAGER Apply now Job No: 542347 Work Type: Full-time Location: YUMA Categories: Social Work ... Senior, in addition to prior DCS Specialist experience, in accordance with agency policy. Training ...
Bullhead City, AZ · On-site
$22.59/hr
CASE MANAGER Apply now Job No: 542344 Work Type: Full-time Location: BULLHEAD CITY, FLAGSTAFF, LAKE ... Senior, in addition to prior DCS Specialist experience, in accordance with agency policy. Training ...
Bullhead City, AZ · On-site
$22.59/hr
CASE MANAGER Apply now Job No: 542344 Work Type: Full-time Location: BULLHEAD CITY, FLAGSTAFF, LAKE ... Senior, in addition to prior DCS Specialist experience, in accordance with agency policy. Training ...
Casa Grande, AZ · On-site
$22.59/hr
CASE MANAGER Apply now Job No: 542334 Work Type: Full-time Location: CASA GRANDE Categories: Social ... Senior, in addition to prior DCS Specialist experience, in accordance with agency policy. Training ...
Casa Grande, AZ · On-site
$22.59/hr
CASE MANAGER Apply now Job No: 542334 Work Type: Full-time Location: CASA GRANDE Categories: Social ... Senior, in addition to prior DCS Specialist experience, in accordance with agency policy. Training ...
Casa Grande, AZ · On-site
$22.59/hr
CASE MANAGER Apply now Job No: 542625 Work Type: Full-time Location: CASA GRANDE Categories: Social ... Senior, in addition to prior DCS Specialist experience, in accordance with agency policy. Training ...
Casa Grande, AZ · On-site
$22.59/hr
CASE MANAGER Apply now Job No: 542625 Work Type: Full-time Location: CASA GRANDE Categories: Social ... Senior, in addition to prior DCS Specialist experience, in accordance with agency policy. Training ...
$22.59/hr
CASE MANAGER Apply now Job No: 542636 Work Type: Full-time Location: TUCSON Categories: Social Work ... Senior, in addition to prior DCS Specialist experience, in accordance with agency policy. Training ...
$22.59/hr
CASE MANAGER Apply now Job No: 542636 Work Type: Full-time Location: TUCSON Categories: Social Work ... Senior, in addition to prior DCS Specialist experience, in accordance with agency policy. Training ...
San Tan Valley, AZ · On-site
$21.70/hr
CASE MANAGER Job No: 542621 Work Type: Full-time Location: APACHE JUNCTION, MESA, QUEEN CREEK, SAN ... Senior, in addition to prior DCS Specialist experience, in accordance with agency policy. Training ...
San Tan Valley, AZ · On-site
$21.70/hr
CASE MANAGER Job No: 542621 Work Type: Full-time Location: APACHE JUNCTION, MESA, QUEEN CREEK, SAN ... Senior, in addition to prior DCS Specialist experience, in accordance with agency policy. Training ...
Phoenix, AZ · On-site
$22 - $22.50/hr
Attend internal Senior Bridge meetings and Mercy House corporate meetings, trainings, workshops and ... At least 2 years of Case Management experience working with homeless individuals or Senior Citizens
Phoenix, AZ · On-site
$22 - $22.50/hr
Attend internal Senior Bridge meetings and Mercy House corporate meetings, trainings, workshops and ... At least 2 years of Case Management experience working with homeless individuals or Senior Citizens
Phoenix, AZ · On-site
$22 - $22.50/hr
Attend internal Senior Bridge meetings and Mercy House corporate meetings, trainings, workshops and ... At least 2 years of Case Management experience working with homeless individuals or Senior Citizens
Phoenix, AZ · On-site
$22 - $22.50/hr
Attend internal Senior Bridge meetings and Mercy House corporate meetings, trainings, workshops and ... At least 2 years of Case Management experience working with homeless individuals or Senior Citizens
$28.9K - $36.2K
3% of jobs
$36.2K - $43.5K
11% of jobs
$46.8K is the 25th percentile. Wages below this are outliers.
$43.5K - $50.7K
23% of jobs
The median wage is $57K / yr.
$50.7K - $58K
15% of jobs
$58K - $65.3K
5% of jobs
$65.3K - $72.6K
3% of jobs
$72.6K - $79.9K
3% of jobs
$79.9K - $87.2K
2% of jobs
$87.2K - $94.5K
0% of jobs
$94.5K - $101.7K
0% of jobs
$103.7K is the 75th percentile. Wages above this are outliers.
$101.7K - $109K
34% of jobs
$28.9K
$74.3K
$109K
| Aspect | Senior Case Manager | Case Coordinator |
|---|---|---|
| Credentials | Typically requires a bachelor's degree in social work, healthcare, or related field; relevant certifications often preferred | Usually requires a high school diploma or associate degree; certifications may be beneficial but not mandatory |
| Work Environment | Works in healthcare, social services, or insurance settings, managing complex cases and supervising staff | Assists in case management tasks, coordinates services, and supports senior staff in healthcare or social service agencies |
| Responsibilities | Manages complex cases, develops care plans, and mentors junior staff | Coordinates appointments, communicates with clients and providers, and supports case management processes |
The main difference between a Senior Case Manager and a Case Coordinator lies in their level of responsibility and experience. Senior Case Managers handle complex cases, develop care strategies, and often oversee other staff, while Case Coordinators focus on supporting case management activities and coordinating services under supervision.

Tucson, AZ
Full-time
Re-posted 17 days ago
About Us
We are a fast-paced fiduciary and case management practice dedicated to providing high-quality trust administration, probate management, and client-centered services. Our team works collaboratively with attorneys, CPAs, beneficiaries, and families to ensure compliance, accuracy, and compassionate support throughout complex case lifecycles.
Position Summary
The Senior Case Manager – Trust & Probate plays a critical role in managing complex fiduciary cases from intake through final distribution and closure. This position oversees probate and trust administration, court reporting, tax coordination, and ALTCS-related matters while ensuring compliance with all legal, regulatory, and internal standards.
Key Responsibilities:
Probate & Trust Administration
- Oversee all probate and trust administration activities for accuracy, timeliness, and compliance
- Coordinate filings, documentation, and correspondence with internal teams
- Maintain proactive communication with beneficiaries and stakeholders
- Monitor deadlines for court filings, tax submissions, and distributions
- Prepare and support inventories, accountings, and status reports
- Maintain organized, audit-ready case files
Court Reporting & Compliance
- Prepare, review, and file court documents including petitions, inventories, and accountings
- Track court deadlines, hearings, and compliance requirements
- Ensure filings meet all court standards and regulations
- Coordinate with attorneys and internal teams for required documentation
- Track and implement court orders in a timely manner
Tax Coordination & Financial Oversight
- Ensure CPA engagement for each case
- Oversee timely filing of estate, fiduciary, and trust tax returns
- Collaborate with finance team on financial documentation and reporting
- Monitor tax obligations and identify potential risks
- Track completion of all tax-related deliverables
ALTCS & Special Needs Trust Management
- Prepare and submit ALTCS applications within required timelines
- Monitor client assets for eligibility compliance
- Coordinate documentation with internal teams and fiduciaries
- Manage eligibility status and anticipate compliance risks
- Support Special Needs Trust disbursement planning
Communication & Documentation
- Maintain consistent, clear communication with all stakeholders
- Return calls within two business days (same day when possible)
- Document all case activity accurately in case management systems
- Maintain organized records in compliance with internal policies
Timekeeping & Operational Standards
- Accurately track billable time (minimum 75% client-related activity)
- Complete billing and documentation within required deadlines
- Participate in case staffings and team meetings
Qualifications
- Bachelor’s degree in a related field or minimum of 3 years of relevant experience in probate, trust administration, fiduciary services, or legal environments
- Strong knowledge of court procedures, fiduciary responsibilities, and tax coordination
- Experience with ALTCS and Special Needs Trusts preferred
- Proficiency with case management systems (Clio, SharePoint preferred)
- Exceptional organizational and multitasking abilities
- Strong written and verbal communication skills
Core Competencies
- Attention to detail and regulatory compliance
- Proactive communication and accountability
- Strong judgment and risk awareness
- Effective time management
- Collaborative team leadership
- High level of professionalism and confidentiality
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