Tax Engagement Support Services Lead

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, inclusive 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. There's no one like you and that's why there's nowhere like RSM.

*This position is 100 % in-office. *

The Tax Engagement Support Services (TESS) Lead will be responsible for executing, implementing, and maintaining standardized tax processing practices within the TESS COE. The position will also monitor, provide guidance, and supervise other TESS team members. Additional responsibilities will include, but are not limited to assembly, scanning, e- filing, and workflow entry, reporting and due date tracking. Will serve as a point of contact for implementation, training, and adoption of tax technology processing workflows. May also perform general administrative duties to support line of business as required. This individual may also help monitor quality and provide subject matter expertise for training in their area of expertise.

Trains and mentors TESS team members, actively shares knowledge and assists with adoption and implementation of new processes and initiatives, consistently striving to improve efficiencies as the COE evolves. a. Serves as career advisor to other TESS team members.

Supervises assembly and assembles tax returns based on pyramid complexity permission level, utilizing firm software tools based on Route Sheet instructions in workflow tool to ensure all required client deliverables are included in documents saved to document management system and for delivery to external clients. Pyramid permission levels for this role include all return types.

Assists with managing tax processing workflow within the COE, proactively leveraging team members' skills to achieve desired results as a team.

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. Responsible for meeting client expectations for timeliness, responsiveness, accuracy, and service quality.

Serves as a technical resource and program champ or career coach for a variety of roles including ESS and ECS employees, such as performing backup and restores of locators, assisting tax professionals by answering questions and working with both ECS and ESS to resolve issues.

Responsible for tax organizers (if applicable), scanning of client workpapers, tax return delivery, due date tracking via workflow tool, and new client setup, etc.

Other duties as assigned.

EDUCATION

* Associates degree or equivalent experience

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

* Intermediate to advanced Microsoft Office Skills

SPECIAL REQUIREMENTS SPECIFIC TO JOB

* Confident knowledge and idea generator

* Strong attention to detail, ability to work independently

* Demonstrates a working knowledge of the technology tools required within assigned responsibilities

* Ability to mentor and train less experienced COE members

* Effective organization and time management skills

* Ability to manage multiple tasks

* Problem solving skills allowing for independent decision making

EXPERIENCE

* 4 to 6 years of related experience

* Demonstrated competency in a specific industry or technical area preferred

PREFERRED REQUIREMENTS

* Previous tax related experience and knowledge of tax deadlines

* Experience with Axcess Tax, Workstream and EFS

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 also maintaining your ability to serve clients.Learn more about our total rewards at https://rsmus.com/careers/working-at-rsm/benefits.

As an Affirmative Action and Equal Opportunity Employer, 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 (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; 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. 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 careers@rsmus.com.

RSM does 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.

RSM 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. For additional information regarding RSM's background check process, including information about job duties that necessitate the use of one or more types of background checks, click here.

At RSM, 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 (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range.