Tax Senior Manager - Federal Credits and Incentives

Posted:
8/30/2024, 3:56:40 AM

Location(s):
Ohio, United States ⋅ Houston, Texas, United States ⋅ Milwaukee, Wisconsin, United States ⋅ Illinois, United States ⋅ Wisconsin, United States ⋅ Madison, Wisconsin, United States ⋅ Rockford, Illinois, United States ⋅ Texas, United States ⋅ Cleveland, Ohio, United States

Experience Level(s):
Senior

Field(s):
Sales & Account Management

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, inclusive 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 team, you will be interacting with both internal tax professionals and external client stakeholders. 

RSM is looking for a dynamic Senior Manager to join our growing Federal Credits and Incentives tax practice. As a Senior Manager focused on helping our clients minimize their tax liability, you would be responsible for:

  • Provide leadership to a team of professionals which are charged with helping clients in identify, document, and support tax positions related federal tax credits and incentives

  • Perform tax planning and research, resolving complex tax issues, and giving recommendations to clients, relating to the research and development tax credit, and other federal credits and incentives

  • Understanding and applying changes in legislature as it relates to tax credits and incentives

  • Demonstrating sound judgement and instincts with respect to evaluating complex scenarios involving various credits and incentives opportunities

  • Working very closely with core Federal tax professional to ensure all clients are receiving an exceptional level of service

  • Manage and drive the success of multiple research and development tax credit engagements while providing leadership to the team

  • Generate and sustain client relationships, yielding a meaningful level of revenue/margin contribution 

  • Actively participating in business development with existing clients as well as developing marketing plans for securing new clients

  • Responsible for mentoring and developing team members, managing profitable engagements, formulating sales and go to market strategy, developing service offerings in conjunction with Washington National Tax, technical review deliverables and develop national and local training programs

Qualifications:

  • Minimum 8 years’ experience in a public accounting firm and/or other professional services firm

  • Proven track record of a successful tax planning focus with federal credits and incentives including research and development tax credits

  • Bachelor's degree from an accredited college/university

  • CPA, EA or J.D./LL.M required

  • Knowledge of a broad range of corporate tax matters in various industries

  • Experience managing tax consulting professionals

  • Proficient with the use of Microsoft Office, and other comparable programs

  • Exceptional organizational skills

  • Ability to work in a deadline driven environment with the ability to manage multiple engagements

  • Exceptional leadership and business development skills

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.

As an Affirmative Action and Equal Opportunity Employer, 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 (including gender identity and/or gender expression); 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; 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 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.

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: $137,700 - $276,700

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