Tax Engagement Support Specialist

2 weeks ago


Iowa City, Iowa, United States RSM Global Full time

About Us
At RSM Global, we are recognized as the premier provider of professional services tailored for the middle market worldwide. Our mission is to foster confidence amidst change, enabling our clients and team members to achieve their utmost potential.

Our Culture
Our outstanding personnel are the cornerstone of our unique, inclusive culture and exceptional talent experience, which allows us to effectively engage with our clients.

Position Overview
This role offers a distinctive opportunity to contribute to our tax engagement support services (TESS) team, leveraging your keen attention to detail, communication skills, and technical expertise.

The ideal candidate will excel in a dynamic environment, possess a natural curiosity for learning, and be proactive in supporting client teams and strategic initiatives.

Key Responsibilities
Responsibilities include, but are not limited to:

  • Printing and assembling tax returns using firm software tools and Route Sheet instructions to ensure all necessary client deliverables are included in documents saved to the document management system.
  • Managing new client setups, tax organizers, scanning of client workpapers, tax return delivery, workflow reporting, and due date tracking while meeting expectations for timeliness, accuracy, and service quality.
  • Preparing tax client documents such as engagement letters and statements of work.
  • Overseeing the e-filing process, including monitoring and releasing external client tax returns to the taxing authorities, ensuring correct submissions and timely compliance with filing deadlines.
  • Tracking acceptance, transmission errors, and rejections, resolving issues as necessary.
  • Performing additional duties as assigned.

Qualifications
Education: High school diploma or GED required.

Technical Skills:
Strong technical aptitude with the ability to quickly master various tax software and company tools. Specialized training will be provided for both tools and processes. Must demonstrate problem-solving abilities in a fast-paced, deadline-driven environment and possess effective verbal and written communication skills. Basic to intermediate Microsoft Office skills are essential.

Special Requirements:
Attention to detail, ability to work independently, and strong problem-solving skills for independent decision-making are crucial. Candidates should demonstrate a working knowledge of the technology tools required for assigned responsibilities, along with effective organization and time management skills. Flexibility to work overtime during peak tax filing seasons is expected.

Experience: 0 to 3 years of relevant experience preferred.

Preferred Qualifications:
Prior experience in the accounting industry or tax-related fields, along with knowledge of tax deadlines, is advantageous.

Compensation:
RSM offers a competitive benefits and compensation package for all employees, including flexibility in scheduling to help balance personal and professional commitments.

Equal Opportunity Employer:
RSM is an Affirmative Action and Equal Opportunity Employer. We are committed to providing equal opportunities and reasonable accommodations for individuals with disabilities throughout the recruitment process.



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