Tax Engagement Support Service 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 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.

About the role

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

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 the 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 to meet 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 a 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.

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 and 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.

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 maintaining your ability to serve clients. Learn more about our total rewards.

Pay

Compensation Range: $46,100 - $73,700. An employee’s pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range for this role represents numerous factors considered in the hiring decisions, including education, skills, work experience, certifications, location, etc.

Schedule

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