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.JOB SUMMARY:The position requires 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 COE, as well as providing tax support in various areas. Responsibilities will include, but are not limited to assembly, scanning, e-filing, workflow entry, reporting and due date tracking. May also perform general administrative duties to support line of business as required."ESSENTIAL DUTIES:
Print and assemble tax returns based on pyramid complexity permission level, utilizing firm software tools based on 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. Pyramid permission levels for this role are simple to moderate returns and requires an appropriate level of professional judgement and understanding of firm standards.
Responsible for tax organizers, if applicable, scanning of client workpapers, tax return delivery, due date tracking, and new client setup, etc. and for meeting client expectations for timeliness, responsiveness, accuracy, and service quality.
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.
EXPERIENCE
1 to 3 years of related experience
PREFERRED REQUIREMENTS
Previous tax related experience and knowledge of tax deadlines
Experience with Axcess Tax, Workstream and EFS
EDUCATION
Bachelor degree or equivalent
TECHNICAL SKILLS
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
SPECIAL REQUIREMENTS SPECIFIC TO JOB
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
Job Classification
Industry: BankingFunctional Area / Department: Engineering - Software & QARole Category: Software DevelopmentRole: Technical LeadEmployement Type: Full time