About the Role
The Tax Process Strategy & Solutions team partners with practice leaders to align engagement tools and processes with business needs, leveraging technology to streamline operations and enhance the user experience for RSM tax professionals and clients. This role drives long-term scalability and sustainability for a competitive advantage.
Responsibilities
- 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, developing an 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 the Support team.
- Represents the 'voice of the business' and balances management needs with the end-users' requests.
Requirements
- 2-4 years of project coordination, business process experience, or product support.
- Strong communication skills, ability to create effective documents and review them with key project stakeholders at multiple levels of the organization.
- Experience supporting multiple initiatives concurrently.
- Proficiency in Microsoft 365 (e.g. SharePoint, Excel, Teams) and generative AI tools (e.g., ChatGPT, Copilot).
- Effective organizational and time management skills.
- Ability to perform responsibilities in a primarily remote work environment.
- Previous experience working in a large organization, professional services firm, or CPA firm (preferred).
- Tax compliance or advisory experience with knowledge of accounting or tax fundamentals (preferred).
- Experience with tax compliance systems or financial systems and technology (preferred).
- Exposure to business intelligence tools and working knowledge of analytics and data management (preferred).
- Fluent (written and spoken) in French (preferred).
Skills
- Creative, out-of-the-box thinking
- Strong attention to detail
- Ability to translate sophisticated concepts into language and context relevant to the business and vice versa
- Ability to take action or make decisions within the scope of their role without supervisory review
- Passion for technology and providing exceptional experiences
- Ability to influence cross-functional teams without formal authority by conveying complex requirements in a clear, concise, and credible manner
Location
- Remote
Work Type
- Remote
Experience Level
- Senior Associate
Education Level
- 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)
Salary/Compensations
- $79,000 - $115,000
Benefits
- Competitive benefits and compensation package
- Flexibility in schedule, empowering you to balance life’s demands while also maintaining your ability to serve clients
About the Company
- 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.
- We foster an environment of camaraderie, collaboration and learning—one in which you can be your authentic self and feel seen and supported by leaders and colleagues as you pursue your personal and professional best.
- Expanding our team with dedicated teammates, values-driven individuals and diverse thinkers results in better work—and a great work experience.
- Our clients benefit from fresh insights and energy as we partner to support them, and our teams enjoy a work environment that inspires and empowers them to thrive.
Equal Opportunity
- RSM does not tolerate discrimination and/or harassment based on race; colour; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender (including gender identity and/or gender expression); sexual orientation; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the Canadian uniformed service; Canadian Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable provincial employment legislation.
- Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership.
- RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities.
- If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at 800-274-3978 or send us an email at careers@rsmus.com.
