Process Specialist

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.

RSM’s Center for Advanced Tax Technology (“CATT”) is a fast-paced, high-energy, collaborative environment that also happens to be one of the fastest growing tax practice groups at RSM.  The CATT team is focused on enhancing RSM US and global ability to deliver comprehensive, value-added, and efficient Tax products and services to our clients. It is a dynamic team with professionals of varying backgrounds from tax functional, tax technical, technology development, and product management. The team consults and executes on a wide range of initiatives involving process and tool development and implementation including training development, engagement management, tool design, and implementation.  

JOB SUMMARY

The Process Specialist’s primary responsibility is to provide support and to collaborate with CATT Process Leads, Business Product Owners, and Business Analyst Managers to understand how third-party products and custom-developed solutions fit into the overall “vision” for one or more business area(s). The goal of this role is to drive long-term scalability and sustainability of the business for a competitive advantage. To execute their area of responsibility, this role collaborates with staff, product teams, IT, other functional areas within the broader RSM firm, and field offices to ensure we achieve the vision cohesively and effectively.

ESSENTIAL DUTIES

• Collaborates with CATT 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 area(s).
• Assesses product-related performance against established targets
• Builds expertise on all aspects of assigned products and processes in assigned process area and develops in-depth understanding of user experience and needs.
• 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.
  • Translates business process needs into functional business requirements 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); gathers and documents 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 Process and/or Product Business Analyst(s) to understand what is technically feasible and refines process-related deliverables.
• Identifies and drives resolution to support issues in L3 support role, assisting CATT Support team.
• Represents the "voice of the business" and balances the management needs with the end-users' requests.

EDUCATION / CERTIFICATION REQUIREMENTS

• Bachelor's Degree (preference given to Business or Technology major) (required).
• Lean Six Sigma (preferred).

JOB REQUIREMENTS

• Minimum 3 years of project coordination, business process experience, or product support (required).
• Strong verbal and written communication skills, ability to create effective documents and review them with key project stakeholders at multiple levels of the organization (required).
• Experience supporting multiple initiatives concurrently (required).
• Microsoft Office skills (SharePoint, Excel, OneNote) (required).
• Effective organizational and time management skills (required).
• Ability to perform responsibilities in a primarily remote work environment
• Previous experience working in a large organization, professional services firm, or CPA firm (preferred).
• Exposure to Business Intelligence tools (preferred).

SUCCESSFUL CHARACTERISTICS / SKILLS

• Creative, out-of-the-box thinker.
• Strong attention to detail, and ability to translate sophisticated concepts into language and context that are relevant to the business and vice versa.
• Passion for technology and providing exceptional experiences both internally for our employees and externally for clients and prospects. 
• Ability to influence cross-functional teams without formal authority by conveying complex requirements in a clear, concise, and credible manner.

At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life’s demands, while also maintaining your ability to serve clients. Learn more about our total rewards at https://rsmus.com/careers/working-at-rsm/benefits.

All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; 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 US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law. 

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.

RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate.

RSM will consider for employment qualified applicants with arrest or conviction records in accordance with the requirements of applicable law, including but not limited to, the California Fair Chance Act, the Los Angeles Fair Chance Initiative for Hiring Ordinance, the Los Angeles County Fair Chance Ordinance for Employers, and the San Francisco Fair Chance Ordinance. For additional information regarding RSM’s background check process, including information about job duties that necessitate the use of one or more types of background checks, click here.

At RSM, an employee’s pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range.