Tax Manager - Energy and Excise
Listed on 2026-09-13
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Finance & Banking
Accounting & Finance
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 - Energy and Excise team, you will advise clients who are developing innovative clean energy projects and advise them on implementation of the provisions in the Inflation Reduction Act of 2022. You will also work on excise tax technical issues and controversy matters. Background in energy industry is highly desirable.
Responsibilities- Manage collaborative team advising clients on federal energy credits and excise tax.
- Developed 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, work papers, 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.
- Competent at performing technical review of relevant forms for correctness and evaluation for issues and exposure.
- Ability to review client and prospect information to look for planning opportunities.
- 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.
- 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…
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