Tax Engagement Support Service Specialist

RSM US LLP • Nashville, TN

9d

About The Position

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. Responsibilities: Print and assemble tax returns based on pyramid complexity permission level, utilizing firm software tools based on Route Sheet instructions in workflow tool to ensure all required client deliverables are included in documents saved to document management system and for delivery to external clients. Pyramid permission levels for this role include all return types and requires an appropriate level of professional judgement and understanding of firm standards. 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. Responsible for meeting client expectations for timeliness, responsiveness, accuracy, and service quality. Responsible for tax organizers and scanning of client workpapers, if applicable, tax return delivery, due date tracking via workflow tool, and new client setup, and for meeting client expectations for timeliness, responsiveness, accuracy, and service quality. May serve as a knowledge resource or technical champion for a variety of roles including ESS or ECS employees or may serve as lead on projects. Assembly, scanning, e- filing, and workflow entry, reporting and due date tracking. Provide guidance and training to other TESS members. This individual is developing expertise in a particular return type, process or industry and may begin to a become resource to others in their area of expertise.

Requirements

• High school diploma or GED
• Strong technical aptitude, able to quickly master a variety of tax software and company tools
• Ability to problem solve in a fast-paced deadline driven environment
• Ability to communicate effectively both verbally and in writing
• Strong attention to detail, ability to work independently
• Ability to mentor and train less experienced COE members
• Effective organization and time management skills

Responsibilities

• Print and assemble tax returns based on pyramid complexity permission level, utilizing firm software tools based on Route Sheet instructions in workflow tool to ensure all required client deliverables are included in documents saved to document management system and for delivery to external clients.
• 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.
• Responsible for meeting client expectations for timeliness, responsiveness, accuracy, and service quality.
• Responsible for tax organizers and scanning of client workpapers, if applicable, tax return delivery, due date tracking via workflow tool, and new client setup, and for meeting client expectations for timeliness, responsiveness, accuracy, and service quality.
• May serve as a knowledge resource or technical champion for a variety of roles including ESS or ECS employees or may serve as lead on projects.
• Assembly, scanning, e- filing, and workflow entry, reporting and due date tracking.
• Provide guidance and training to other TESS members.

Benefits

• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED