TESS Specialist

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, 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.

The TESS Specialist supports the tax engagement process by managing the preparation, assembly, and delivery of tax returns and related client documents using firm tools and workflow systems. This role ensures timely and accurate e-filing, monitors submission statuses, and handles client setup, document scanning, and workflow tracking, all while maintaining high standards of quality and service in a fast-paced environment.

This position requires in office support 5 days week.

Responsibilities:

• Printing and assembling tax returns utilizing firm software tools and Route Sheet instructions in the workflow tool to ensure all required client deliverables are included in documents saved to document management system and for delivery to external clients. 

• New client setup, tax organizers, scanning of client workpapers, if applicable, tax return delivery, workflow reporting and due date tracking as well as for meeting expectations for timeliness, responsiveness, accuracy, and service quality. 

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

• 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. 

Required Qualifications: (5 – 7 qualifications that can be measured) 

• 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 

At RSM, we offer a competitive benefits and compensation package for all our people. Learn more about our total rewards at https://rsmus.com/careers/working-at-rsm/benefits.

We believe flexibility and in-person connection both play an important role in how we work and grow. Most roles at RSM follow a hybrid workstyle, which means team members are aligned to an RSM office and come together in person when it best supports clients, teams, development or relationship-building. Some roles may be virtual or primarily on-site based on role requirements, team priorities and client needs.

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; 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 [email protected].

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. For those living in California or applying to a position in California, please click here for additional information.

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.

Compensation Range: $46,100 - $73,700