Tax Manager - Energy and Excise

About the role

We are seeking a dynamic and experienced professional to join our Credits, Incentives and Methods – Energy and Excise team. This role involves advising clients on innovative clean energy projects and implementing provisions from the Inflation Reduction Act of 2022. You will also handle excise tax technical issues and controversy matters.

Responsibilities

• Manage collaborative team advising clients on federal energy credits and excise tax.
• Develop industry and technical expertise with federal energy credits and/or excise tax.
• Directly consult with clients and engagement teams.
• Serve as in-charge on projects; oversee day-to-day tasks, delegate to staff, lead internal meetings, and coordinate projects with clients.
• Review credit computations, workpapers, tax opinions, and supporting materials; manage client relationships and expectations, ensuring quality and efficiency; support sales of potential projects.
• Understand and address credit utilization issues including general business credit limitation, other limitations, and risk limitations.
• Analyze and understand the materiality and risk of a problem/issue and discuss solutions and implications with project leaders/partners.
• Come up with competent technical reviews of relevant forms for correctness and evaluation for issues and exposure.
• Initiate client service planning meetings to develop a plan to become the first-choice advisor; participate in developing client service plans for the firm’s priority and crown jewel clients.
• Analyze and understand the audit risk on materiality issues and estimates; adequately document and discuss implications and solutions with the client.
• Support controversy matters with taxing authority.

Requirements

• Proficient with basic features of Microsoft Excel, Word, and PowerPoint.
• Proficient in creating Pivot Tables and other relevant advanced Excel functions where specialization deems appropriate.
• 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 or primary office; 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.
• 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.
• 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.

Qualifications

• 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.
• 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.
• 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.

Skills

• Ability to perform technical review of relevant forms for correctness and evaluation for issues and exposure.
• Initiate client service planning meetings to develop a plan to become the first-choice advisor.
• Analyze and understand the audit risk on materiality issues and estimates; adequately document and discuss implications and solutions with the client.
• Support controversy matters with taxing authority.

Benefits

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 here.

Pay

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

Schedule

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