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