Tax Manager - Federal Credits and Incentives

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.

As a member of our Credits, Incentives and Methods (CIM) group, you will be performing tax consulting and advisory services related to Research and Development (R&D) tax credits. These services involve performing R&D tax credit studies, quantifying R&D activities and costs, compiling proper documentation and support and developing an overall methodology to assist the company in quantifying and supporting past, current and future credits. In addition, you will be responsible for assisting with IRS and federal and state controversy and appeals related to the R&D credit. As a member of the FCI (Federal Credits and Incentives) team, you will be interacting with both internal tax professionals and external client stakeholders. 

You will be responsible for the following job duties which are focused around two core concepts:  your technical and quality expertise and delivering excellent client service:

• Perform tax planning and research, resolving complex tax issues, and giving recommendations to clients, as it relates specifically to the R&D credit

• Generate and sustain client relationships

• Assist in managing and implementing multiple projects simultaneously, which include client interviews, computations, analysis, data gathering, and coordination of resources

• Draft opinion letters, responses to IRS inquiries, IRS Ruling requests, and writing other technical memoranda

• Develop an understanding of client's business and become a "functional expert" in the area

• Help drive the success of multiple R&D engagements

• Contribute as an industry expert by keeping abreast of changes in industry regulation, maintain competency through continuing education and obtaining additional professional certifications

Basic Qualifications:

• Bachelor's degree in Accounting or related field from an accredited university   
• One of the following is required: active CPA license in the state of residence; active Enrolled Agent (EA) license; active Attorney license; or a pre‑approved alternative certification that meets RSM requirements
• Minimum five years of tax experience 

• Strong computer skills, including proficiency in Microsoft Excel 

• Demonstrates the ability to meet client service, quality, and performance expectations within applicable deadlines and in accordance with firm and client standards.

• Communicates clearly, professionally, and effectively with firm personnel and clients in person, by telephone, and through electronic or written means.

• Demonstrates effective project management skills, including the ability to manage multiple priorities, tasks, and projects simultaneously, meet deadlines, and maintain accuracy and quality of work in a fast-paced, client service environment.

• Works effectively in a professional office environment and, as required by the role, at client sites, including the ability to sit for extended periods and work at a computer and other standard office equipment.

• Maintains a consistent onsite presence during core business hours, regularly reporting to a firm office location and traveling to client sites as required, including access to reliable transportation.

• Demonstrates flexibility to work extended and/or non-standard hours during peak periods or as necessary to meet client, project, or firm business needs.

Preferred Qualifications:

• Masters in Accounting

• Experience working for large national accounting firm in a specialized practice area

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 [email protected].

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. For those living in California or applying to a position in California, please click here for additional information.

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.

Compensation Range: $100,000 - $189,200

Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.