- 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.
- 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
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Tax Engagement Support Services Specialist - Fort Lauderdale, United States - RSM
Description
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:
Qualifications:
Experience:
At RSM, we offer a competitive benefits and compensation package for all our people. We support and inspire you to prioritize your wellbeing by delivering personalized, holistic programming for your physical, emotional, financial and community wellbeing. RSM has a generous time off policy with at least 14 paid holidays, wellbeing days and associate and above access to self-managed time off. 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 .
RSM is proud to be an Affirmative Action and Equal Employment Opportunity employer. We are proud to provide our employees with tools to assist them in being successful in achieving both personal and professional goals. We welcome and support all our employees to thrive in an environment free of discrimination and harassment. As an Affirmative Action and Equal Opportunity Employer 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 (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 US uniformed service; 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 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 call us at or send us an email at .
RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). However, those candidates who may be recent U.S. college / university graduates possessing 1-2 years of progressive and relevant work experience, excluding internships, in the U.S. or his/her home country would be eligible for hire as an experienced candidate and thus eligible for sponsorship.
Compensation Range: $39,600 - $68,500
Tax Engagement Support Services Specialist professionals in Fort Lauderdale
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Anna Gorbunova
Innovative Sales Enablement Manager
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Frederick Leonard
Tech support guru.