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Tax Engagement Support Services Lead / Supervisor
RSM US LLP Chicago, IL
$66k-83k (estimate)
Full Time | Investment Management 3 Months Ago
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RSM US LLP is Hiring a Tax Engagement Support Services Lead / Supervisor Near Chicago, IL

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 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

MANAGEMENT * N/A PREFERRED REQUIREMENTS * Previous tax related experience and knowledge of tax deadlines * Experience with Axcess Tax, Workstream and EFS JOB DESCRIPTION TAX ENGAGEMENT SUPPORT SERVICES (TESS) LEAD Accountability and Travel NUMBER OF EMPLOYEES SUPERVISED (FTE)s * Direct: 6 * Indirect: 12 * Seasonal: 5 ANNUA

At RSM, we offer a competitive benefits and compensation package for all our people. We support and inspire you to prioritize your wellbeing by delivering personalized, holistic programming for your physical, emotional, financial and community wellbeing. RSM has a generous time off policy with at least 14 paid holidays, wellbeing days and associate and above access to self-managed time off. 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 .

RSM is proud to be an Affirmative Action and Equal Employment Opportunity employer. We are proud to provide our employees with tools to assist them in being successful in achieving both personal and professional goals. We welcome and support all our employees to thrive in an environment free of discrimination and harassment. 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; 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 .

RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). However, those candidates who may be recent U.S. college / university graduates possessing 1-2 years of progressive and relevant work experience, excluding internships, in the U.S. or his/her home country would be eligible for hire as an experienced candidate and thus eligible for sponsorship.

Compensation Range: $52,700 - $94,300 |
RSM is an equal opportunity/affirmative action employer. Minorities/Females/Disabled/Veterans.

Job Summary

JOB TYPE

Full Time

INDUSTRY

Investment Management

SALARY

$66k-83k (estimate)

POST DATE

02/02/2024

EXPIRATION DATE

04/28/2024

WEBSITE

rsmus.com

HEADQUARTERS

GREENSBORO, NC

SIZE

15,000 - 50,000

FOUNDED

1926

CEO

GARY HAHN

REVENUE

$1B - $3B

INDUSTRY

Investment Management

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About RSM US LLP

RSM is the leading provider of audit, tax and consulting services to the middle market. With over 11,000 employees across the U.S. and Canada and a global presence in 120 countries, our purpose is to deliver the power of being understood to our clients, colleagues and communities. As first-choice advisors, we are focused on developing leading professionals and innovative services to meet our clients evolving needs in todays ever-changing business environment. Through a supportive, caring culture, our people are empowered to be their authentic selves and share their unique perspectives. Our cul...ture of diversity and inclusion enhances the insights we provide while transforming innovation, collaboration and business results through fostering an inclusive environment, working hard to engage a talented workforce and reflect our diverse community, and developing relationships that serve others in business and the broader community. Together, our peoples individual talents and diverse perspectives strengthen our teams and enhances the unique insights that we provide to our clients. . For more information, visit rsmus.com. On Twitter: https://twitter.com/RSMUSLLP On Facebook: https://www.facebook.com/rsmusllp/ Interested in a career with RSM? Visit www.rsmus.com/careers More
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