Tax Engagement Support Specialist

3 days ago

Fort Lauderdale, Florida, United States RSM Full time
About RSM

RSM is a 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.

We have an unrivaled, inclusive culture and talent experience that sets us apart from others. Our exceptional people are the key to our success, and we're committed to creating an environment that inspires and empowers you to thrive both personally and professionally.

Job Summary

We're seeking a highly skilled Tax Engagement Support Services Specialist to join our team. As a Tax Engagement Support Services Specialist, you will play a critical role in supporting our client teams and strategic initiatives.

Key Responsibilities

  • Print and assemble tax returns using 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.

  • Set up new clients, prepare tax organizers, scan client workpapers, deliver tax returns, and track workflow reporting and due dates to meet expectations for timeliness, responsiveness, accuracy, and service quality.

  • Prepare tax client documents such as engagement letters, statements of work, and other requested deliverables.

  • Take 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.

  • Perform other duties as assigned.

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 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

About RSM's Culture

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

We are an Affirmative Action and Equal Opportunity Employer, and we do 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.

We are 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 800-274-3978 or send us an email at our email address.

We do not intend to hire entry-level candidates who will require sponsorship now or in the future (i.e., F-1 visa holders). If you are a recent U.S. college/university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate.

We will consider for employment qualified applicants with arrest or conviction records in accordance with the requirements of applicable law, including but not limited to, the California Fair Chance Act, the Los Angeles Fair Chance Initiative for Hiring Ordinance, the Los Angeles County Fair Chance Ordinance for Employers, and the San Francisco Fair Chance Ordinance.

We are committed to creating an inclusive and diverse workplace that values and respects all employees. We believe that our differences are what make us stronger, and we strive to create an environment where everyone feels valued, respected, and empowered to succeed.

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