Tax Engagement Support Specialist

2 months ago


Davenport, Iowa, United States RSM US LLP Full time
About the Role

We are seeking a highly skilled Tax Engagement Support Specialist to join our team at RSM US LLP. As a key member of our Tax Services group, you will play a critical role in supporting our clients with their tax needs.

Responsibilities
  • Print and assemble tax returns using firm software tools and Route Sheet instructions 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.
  • Use a deep understanding of the overall tax return process to 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.
Requirements
  • High school diploma or GED.
  • Strong technical aptitude, able to quickly master a variety of tax software and company tools.
  • 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.
Preferred Requirements
  • Previous accounting industry/tax-related experience and knowledge of tax deadlines is a plus.
About RSM

RSM US LLP 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 offer a competitive benefits and compensation package for all our people, flexibility in your schedule, and the ability to balance life's demands while maintaining your ability to serve clients.

We are an Affirmative Action and Equal Opportunity Employer, and 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, gender, sexual orientation, HIV status, national origin, ancestry, familial or marital status, age, physical or mental disability, citizenship, political affiliation, medical condition, domestic violence victim status, past, current, or prospective service in the US uniformed service, US Military/Veteran status, 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.



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