Tax Engagement Support Services (TESS) Specialist
RSMAbout the role
We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You’ll find an environment that inspires and empowers you to thrive both personally and professionally. There’s no one like you and that’s why there’s nowhere like RSM.
*This position requires in-office support 5 days a week*
Responsibilities:
Printing and assembling tax returns utilizing firm software tools and Route Sheet instructions in the workflow tool to ensure all required client deliverables are included in documents saved to document management system and for delivery to external clients.
New client setup, tax organizers, scanning of client workpapers, if applicable, tax return delivery, workflow reporting and due date tracking as well as for meeting expectations for timeliness, responsiveness, accuracy, and service quality.
Preparation of tax client documents such as engagement letters, statements of work, and other requested deliverables.
Using deep understanding of the overall tax return process, takes ownership of the e-file process including monitoring and releasing external client tax returns to the taxing authorities, ensuring correct returns are released and all filing deadlines are timely met. Track for acceptance, transmission errors and rejections and resolve as appropriate.
Required Qualifications:
High school diploma or GED
Strong technical aptitude, able to quickly master a variety of tax software and company tools
Role will require specialized training for both tools and process
Ability to problem solve in a fast-paced deadline driven environment
Ability to communicate effectively both verbally and in writing
Basic to intermediate Microsoft Office Skills
Strong attention to detail, ability to work independently
Problem solving skills allowing for independent decision making
Demonstrates a working knowledge of the technology tools required within assigned responsibilities
Effective organization and time management skills
Ability to manage multiple tasks
At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life’s demands, while also maintaining your ability to serve clients. Learn more about our total rewards at https://rsmus.com/careers/working-at-rsm/benefits.
All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law.
Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or emplo
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