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.
Required Qualifications:
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
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.
Compensation Range: $46,100 - $73,700
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, 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 requires in-office support 5 days a week*
Rsm · Orlando