Tax Engagement Support Services (TESS) Specialist

RSM • Davenport, IA

16d • Onsite

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. This position requires in-office support 5 days a week

Requirements

• 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 within assigned responsibilities
• Effective organization and time management skills
• Ability to manage multiple tasks

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 .

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 501-1,000 employees