TESS Specialist

Position: Tax Engagement Support Services (TESS) Specialist

• Location: New York, NY 10036, United States

• Required Years of Experience: 0-3 years of related administrative, accounting, tax, or professional services experience

Job Description:

This opportunity allows you to join RSM's Tax Engagement Support Services (TESS) team, where you will utilize your strong attention to detail, communication, and technical skills to support tax professionals and client engagements. The ideal candidate thrives in a fast-paced environment, enjoys learning new processes and technology, and is eager to provide exceptional support throughout the tax return lifecycle.

You will be responsible for supporting tax return processing, client document management, workflow tracking, and e-file activities while ensuring accuracy, timeliness, and high-quality service delivery.

Role and Responsibilities:

• Print and assemble tax returns utilizing firm software tools and workflow instructions

• Support new client setup, tax organizer preparation, and tax return delivery activities

• Scan, organize, and maintain client workpapers and supporting documentation

• Track workflow reports, due dates, and filing deadlines to ensure timely completion

• Prepare client documents including engagement letters, statements of work, and other requested deliverables

• Monitor and manage the e-file process, including acceptance tracking, transmission errors, and rejections

• Release external client tax returns to taxing authorities while ensuring filing deadlines are met

• Maintain high standards of accuracy, responsiveness, timeliness, and service quality

• Perform additional tax support and administrative duties as assigned

Qualifications:

Required Qualifications:

• High school diploma or GED

• 0-3 years of related experience in administrative support, accounting, tax, or professional services environments

• Strong attention to detail and ability to work independently

• Excellent verbal and written communication skills

• Strong organizational and time management skills

• Ability to manage multiple priorities in a deadline-driven environment

• Basic to intermediate Microsoft Office skills

• Strong problem-solving and analytical abilities

Additional Requirements:

• Strong technical aptitude and ability to quickly learn tax software and internal tools

• Ability to work effectively in a fast-paced environment with competing deadlines

• Demonstrated ability to make sound decisions independently

• Flexibility to work overtime during peak tax filing seasons when needed

• Previous accounting industry or tax-related experience is a plus

• Knowledge of tax deadlines and tax return processes is preferred

Please note that this is a contract position—there is no guarantee that this position will be extended past the end date or converted to permanent status.

Compensation

About Us

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