Sr Associate, Tax Process Strategy & Solutions

Benefits

Additional Information

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. RSM's Tax Process Strategy & Solutions team is a fast-paced, high-energy, collaborative environment within the Tax Operations organization. It is a dynamic team with professionals of varying backgrounds from tax functional, tax technical, process improvement, and product management who partner with practice leaders to align engagement tools and processes with business needs, leveraging technology to streamline operations and enhance the user experience of RSM tax professionals and clients. The team consults and executes on a wide range of initiatives involving process and tool development and implementation including training development, engagement management, tool design, and implementation. The Tax Process Strategy & Solutions Senior Associate's primary responsibility is to provide support and to collaborate with Process Leads, Business Product Owners, and Business Analyst Managers to understand how third-party products and custom-developed solutions fit into the overall "vision" for one or more business area(s). The goal of this role is to drive long-term scalability and sustainability of the business for a competitive advantage. To execute their area of responsibility, this role collaborates with staff, product teams, IT, other functional areas within the broader RSM firm, and field offices to ensure we achieve the vision cohesively and effectively. ESSENTIAL DUTIES Collaborates with Process Leads and Business Product Owners to understand how third-party products and custom-developed solutions fit into the overall "vision" for one or more business areas. Assesses product-related performance against established targets. Builds expertise on all aspects of assigned products and processes in assigned process area and develops in-depth understanding of user experience and needs. Documents, validates, tests and assesses various processes, systems, and/or programs. Executes project work plans by conducting research, data analysis, and implementation for assigned initiatives. Assists Business Product Owners with maintaining system configurations of third-party applications. Assists Business Product Owners, Business Analysts, and Tax practice subject matter experts in the development and maintenance of tax content within and between applications. Develops workpapers, data mappings, and other tax specific deliverables and content within applications, leveraging knowledge of accounting, tax, and the tax engagement lifecycle. Helps translate business process needs into functional business requirements with BAs, for enterprise-scale development with technical delivery teams. Designs, develops, and maintains low-code automations. Maintains integrations with other CATT solutions and assists in the testing and maintenance of existing linked infrastructure. Creates and maintains process-related deliverables (e.g., process mapping and business requirements); assists with analysis of user needs for functional requirements for enhancements to existing tools/processes or implementation of new tools/processes. Assists with development and maintenance of end-user documentation including user guides, knowledge documents, and training materials. Works with Business Analyst(s) to develop processes based on available functionality of our technology and refines process-related deliverables accordingly. Leads training and enablement efforts for the Support team on assigned products and processes; identifies and drives resolution to support issues in L3 support role, assisting Support team. Represents the "voice of the business" and balances management needs with the end-users' requests. EDUCATION / CERTIFICATION REQUIREMENTS Bachelor's Degree (preference given to Accounting, Business, or Technology major) or equivalent combination of relevant education and experience Chartered Professional Accountant (CPA) or currently pursuing (preferred) Lean Six Sigma and/or IIBA certification, or currently pursuing (preferred) JOB REQUIREMENTS 2-4 years of project coordination, business process experience, or product support (required). Strong communication skills, ability to create effective documents and review them with key project stakeholders at multiple levels of the organization (required). Experience supporting multiple initiatives concurrently (required). Proficiency in Microsoft 365 (e.g. SharePoint, Excel, Teams) and generative AI tools (e.g., ChatGPT, Copilot) (required). Effective organizational and time management