Rockwall Area Job Board

Engagement Manager

Job Description

Location: Rockwall, TX (In-Office, Monday-Friday)

About Us

The Law Office of Jason Carr, PLLC is a boutique law firm dedicated to helping individuals and small business owners resolve IRS tax debt issues, implement tax planning strategies, and protect their assets through business law and estate planning services. We pride ourselves on providing trusted, practical solutions while offering a client-focused and professional experience.

Position Summary

The Engagement Manager (EM) is responsible for managing active client matters from intake to resolution, serving as the client’s primary point of contact. The EM balances strong client communication with case management skills, ensuring each engagement is progressing, bottlenecks are addressed, and clients feel supported throughout the process. 

Typical caseload: 80–100 active engagements.

Key Responsibilities

• Serve as the primary point of contact for assigned clients across Tax Debt Resolution (TDR), tax preparation, tax planning, estate planning, and business law matters.

• Maintain a minimum of bi-weekly touchpoints with all assigned clients (via phone, email, SMS, or Canopy Tax Practice Management System).

• Collect, track, and organize evidentiary documentation and substantiation required for IRS or legal filings.

• Identify bottlenecks in case flow and proactively resolve issues to keep matters moving forward.

• Ensure accurate, timely updates in Canopy for every client matter.

• Support attorney/EAs/CPAs by preparing client files and summarizing status updates.

• Oversee smooth progression of cases from initial onboarding through resolution and close-out.

• Maintain high levels of client satisfaction through responsive communication and problem-solving.

Key Performance Indicators (KPIs)

• Client Touchpoints: 100% of assigned clients contacted minimum of every 2 weeks.

• Case Progression: 90%+ of cases advance stages within projected timelines.

• Documentation Compliance: Client document requests fulfilled within 10 business days on average.

• CRM/Canopy Accuracy: 95%+ of notes, updates, and deadlines recorded timely.

• Client Satisfaction: Positive feedback scores / minimal client complaints.

• Case Closure: Maintain steady pace of closures consistent with attorney caseload capacity.

Qualifications

• 2+ years of client management, account management, or paralegal/legal assistant experience (tax or legal services preferred).

• Strong organizational skills; ability to manage 80–100 active client files simultaneously.

• Excellent verbal and written communication skills.

• Proficiency with CRM/case management platforms (Canopy experience preferred).

• Detail-oriented with the ability to identify and resolve workflow bottlenecks.

• Client-focused, empathetic, and professional under pressure.

Compensation & Benefits

• Competitive base salary with performance-based bonus structure.

• Paid time off and firm-observed holidays.

• Training and professional development opportunities.

• Collaborative and supportive office environment.

Equal Opportunity Statement

The Law Office of Jason Carr, PLLC is an equal opportunity employer committed to workplace diversity. We do not discriminate on the basis of race, color, religion, sex, national origin, age, disability, veteran status, or any other characteristic protected by applicable federal, state, or local law.

How to Apply

Submit your resume online at: https://carrtaxlaw.com/resume-form/ 

Application Requirements:

• Complete online application form

• Upload resume in PDF format (maximum 2MB file size) 

• Provide contact information and personal comments (optional)

Note: This job description is not intended to be all-inclusive. The employee may be required to perform other related duties as assigned to meet the ongoing needs of the organization.

***NO RECRUITERS OR THIRD-PARTIES PLEASE***