TESS Specialist

TESS Specialist

Birmingham, AL
Administrative Professional

Job Description

Req ID: req31825

TESS Specialist Summary:

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 will include, but are not limited to:

• 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.

EDUCATION

• High school diploma or GED

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

EXPERIENCE

• 0 to 3 years of related experience

PREFERRED REQUIREMENTS

• Previous accounting industry / tax related experience and knowledge of tax deadlines is a plus

You want your next step to be the right one. You've worked hard to get where you are today. And now you're ready to use your unique skills, talents and personality to achieve great things. RSM is a place where you are valued as an individual, mentored as a future leader, and recognized for your accomplishments and potential. Working directly with clients, key decision makers and business owners across various industries and geographies, you'll move quickly along the learning curve and our clients will benefit from your fresh perspective.

Experience RSM US. Experience the power of being understood.

RSM is an equal opportunity/affirmative action employer. Minorities/Females/Disabled/Veterans.

Location Street Address: 216 Summit Blvd #300, Birmingham, AL 35243 USA
Region: Southeast Region
Position Type: Experienced
Job Type: Full Time
Degree Required: None
Travel Required: No
Sponsor candidates who are not eligible to work in US: No
Requisition ID: req31825