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Robert Half TESS Specialist in Irvine, California

Description We are providing an opportunity for a TESS Specialist in the heart of Chicago, Illinois. In this role, you will be involved in various aspects of customer service and technological operations. This position is embedded within the technology industry, and you will be working in a dynamic environment that values efficient multitasking and strong communication skills. This role offers a short term contract employment opportunity.

Responsibilities:

• Handle electronic filing authorization forms, contracts, and miscellaneous items through DocuSign

• Manage the process of creating labels and dropping off small certified mailing receipts/packages and UPS packages

• Perform scanning of original client tax workpapers for record-keeping and review

• Create and manage projects in Workstream for efficient workflow

• Develop workspaces in DMS Manager to facilitate collaborative work

• Submit requests for Lock Down Roll Forward and new client requests in DMS Management

• Assist with the processing of large paper tax return deliverable jobs

• Efficiently switch between different tasks, allocating attention and managing time effectively

• Work independently and as part of a team to handle complex situations

• Develop a good understanding of and proficiency with various types of technology, including but not limited to Adobe detail oriented, Contract Express, CCH Axcess, DocuSign, and iManage.

Skills:

• Expertise in Contracts, Scanning, Digital, Communication Skills, Tax, and Labeling

• Proficiency in Adobe Creative Cloud, Desktop Hardware, EXPRESS, Tax - Returns, Electronic File, Maps API, Tax Forms, and DocuSign

• Familiarity with DMS - Dense Medium Separation, MDM Technologies, and CCH Sales Tax. Requirements • Proficient in managing contracts and ensuring deliverables are met in a timely manner

• Experience with 'About Time' software or similar time management tools

• Ability to effectively operate scanning and digital equipment

• Excellent written and verbal communication skills

• Familiarity with receipt management and tax-related tasks

• Ability to label and organize physical and electronic files efficiently

• Proficient in Adobe Creative Cloud and other desktop hardware

• Experience with 'EXPRESS' or similar software platforms

• Knowledge in handling tax returns and tax forms

• Understanding of Maps API and switching protocols

• Ability to work with electronic files and documents, including DocuSign

• Familiarity with DMS, MDM technologies, and CCH Sales Tax software

• Experience with certified mail procedures

• Ability to handle work papers and maintain an organized system for easy retrieval.

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

© 2024 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .

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