Tax Engagement Support Services (tess) Specialist

Tax Engagement Support Services (TESS) Specialist

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, inclusive 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.

You have the unique opportunity to join our RSM team in a tax engagement support services (TESS) specialist role that will allow you to utilize your strong attention to detail, communication, and technical skills. The ideal candidate thrives in a fast-paced environment, has a natural curiosity to learn, and is energetic and eager to proactively support client teams and strategic initiatives. In this position you will develop and apply an in-depth understanding of the overall tax return process and technical expertise in order to execute and maintain standardized tax processing practices within the TESS Center of Excellence (COE), as well as provide tax support in various areas.

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.
• Other duties as assigned.

Schedule Requirement:

There is an expectation that your first ninety (90) days of employment will be in-office five (5) days per week. After the initial 90-day period, a hybrid schedule, traditionally three (3) days per week in-office, can be considered. Hybrid work schedules are only available outside of tax filing deadlines and anticipated peak volume. During these peak periods, you are expected to be in-office five (5) days per week.

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
• 0 to 3 years of related experience
• Previous accounting industry / tax related experience and knowledge of tax deadlines is a plus

RSM does not tolerate discrimination and/or harassment based on race; colour; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender (including gender identity and/or gender expression); 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 Salvadoran Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable provincial employment legislation.

Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please send us an email at careers@rsmus.com.