Case manager for tax law firm

Case Manager

This is a 100% fully remote opportunity. Must be based anywhere in the United States, must be able to work 9am-5pm PST office hours. We are a leading tax law firm in San Francisco looking for an experienced executive assistant. The qualified candidate will be a competent administrative professional with the demonstrated ability to provide proactive support to our team of attorneys. We are a high-volume Firm looking for the right person to join our collaborative, engaged and productive team.

Primary Duties and Responsibilities

• Work directly with the legal staff to support all aspects of daily work routine.
• Manage and monitor active tax law cases from intake through resolution, ensuring deadlines and compliance requirements are met.
• Coordinate directly with attorneys, clients, and government agencies (including the IRS and state tax authorities).
• Prepare, organize, and maintain case files, legal documents, tax records, and correspondence.
• Track case statuses, flag upcoming deadlines, and provide regular updates to supervising attorneys.
• Conduct preliminary research on tax regulations, rulings, and case law as directed.
• Assist in drafting correspondence, settlement documents, and procedural filings.
• Liaise with clients to gather documentation and communicate case progress professionally.
• Support billing and file management processes in accordance with firm procedures.

The Ideal Candidate Is

• A detail-oriented self-starter with prior experience in the tax industry.
• Someone who exhibits sound judgment with the ability to prioritize and make decisions.
• Energetic and eager to tackle new projects and ideas.
• Comfortable interacting with high-level executives.
• A team player capable of cultivating productive working relationships across the firm.
• Resourceful, can-do attitude.
• Thrives in a fast-paced environment.

Skillset And Background Qualifications

• Minimum 3–5 years of experience as a case manager, paralegal, or legal assistant in a tax or legal setting (required).
• Solid understanding of federal and state tax law, IRS procedures, and tax dispute resolution processes.
• Proficiency with legal case management software (e.g., Clio, MyCase, or similar).
• Strong knowledge of legal documentation, filing procedures, and compliance standards.
• Exceptional organizational, communication, and time-management skills.
• Ability to handle confidential information with discretion and professionalism.
• Paralegal certification or tax-related credential is a plus.