Tax Returns & Engagement Support Specialist

RSM US LLP; Denver (CO); On-site; USD 46,000 - 74,000; Full time

Benefits offered by this job

Competitive benefits

Flexible schedule

Job summary

RSM US LLP in the United States is seeking an in-office tax support professional to assist with tax return preparation, client document handling, and workflow management. Responsibilities include setting up new clients, preparing engagement letters, monitoring e-files, tracking due dates, and ensuring timely delivery to authorities.

The role requires a high school diploma or GED, strong technical aptitude with tax software, solid communication, and proficiency in Microsoft Office; salary range

Qualifications

• High school diploma or GED.
• Strong technical aptitude to master tax software and company tools.
• Role requires specialized training for tools and processes.
• 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 and ability to work independently.
• Good organization and time management skills.
• Ability to manage multiple tasks.

Responsibilities

• Printing and assembling tax returns using firm tools and instructions for client delivery.
• New client setup, tax organizers, scanning, delivery, and due date tracking for timeliness.
• Preparation of client documents such as engagement letters and statements of work.
• Oversee e-file process, monitoring, and release to tax authorities to meet deadlines.
• Track acceptance, transmission errors, and resolutions.

Skills

Strong technical aptitude

Problem solving

Effective communication

Microsoft Office skills

Attention to detail

Time management

Multi-tasking

Education

High school diploma or GED

Tools

Tax software tools

Document management system

Workflow tool

Job description

RSM US LLP in the United States is seeking an in-office tax support professional to assist with tax return preparation, client document handling, and workflow management. Responsibilities include setting up new clients, preparing engagement letters, monitoring e-files, tracking due dates, and ensuring timely delivery to authorities.

The role requires a high school diploma or GED, strong technical aptitude with tax software, solid communication, and proficiency in Microsoft Office; salary range