TESS Specialist

JOB SUMMARY:

The position requires an in-depth understanding of the overall tax return process and technical expertise in order to execute and maintain standardized tax processing practices within the TESS COE, as well as providing tax support in various areas. Responsibilities will include, but are not limited to assembly, scanning, e-filing, workflow entry, reporting and due date tracking. May also perform general administrative duties to support line of business as required.

ESSENTIAL DUTIES:

• Print and assemble tax returns based on pyramid complexity permission level, utilizing firm software tools based on 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. Pyramid permission levels for this role are simple to moderate returns and requires an appropriate level of professional judgement and understanding of firm standards.
• Responsible for tax organizers, if applicable, scanning of client workpapers, tax return delivery, due date tracking, and new client setup, etc. and for meeting client expectations for timeliness, responsiveness, accuracy, and service quality.
• 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.
• Other duties as assigned.

EXPERIENCE

• 1 to 3 years of related experience

PREFERRED REQUIREMENTS

• Previous tax related experience and knowledge of tax deadlines
• Experience with Axcess Tax, Workstream and EFS

EDUCATION

• Bachelor degree or equivalent

TECHNICAL SKILLS

• 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

SPECIAL REQUIREMENTS SPECIFIC TO JOB

• 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