Case Manager for Tax Law Firm

Case Manager - This is a 100% fully remote opportunity. Must be based anywhere in the United States, *must* 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 legal 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 Bachelor's degree in legal studies, accounting, business, or a related field preferred Paralegal certification or tax-related credential (e.g., Enrolled Agent) is a plus