Tax Supervisor - Federal Credits

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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 Supervisor who is interested in joining our Credits, Incentives, and Methods (CIM) group and working in the Research and Development (R&D) tax credits area. You will receive intensive on-the-job training focused on this specialty practice area and a dedicated mentor. The candidate should have solid verbal and written communication skills with the ability to evaluate and articulate complex issues.

As a member of our CIM group, working predominantly with R&D tax credits, 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
• Develop and sustain excellent client relationships through personal attention and timeliness of service by maintaining regular contact with assigned clients - communicate directly with client personnel, including operations, finance, accounting, and engineering
• Assist in managing and implementing multiple projects simultaneously, which include client interviews, computations, analysis, data gathering, and coordination of resources
• Develop an understanding of client's business and become a "functional expert"
• Help drive the success of multiple R&D engagements
• Assistance in our business development efforts by participating in feasibility reviews to determine the potential cost and benefit of a full study and recognizing opportunities for providing additional services to clients
• Contribute as industry expert by keeping abreast of changes in industry regulation, maintain competency through continuing education and obtaining additional professional certifications
• Assist with drafting opinion letters, responses to IRS inquiries, IRS Ruling requests, and writing other technical memoranda

• Minimum of 5+ years of experience in public accounting, or a combination of public accounting and industry/law
• Undergraduate degree in business (accounting, economics, finance, etc.) or a degree in the sciences (computer science, engineering, biology, chemistry, or physics)
• Strong social skills including a dynamic personality and excellent communication skills
• Natural curiosity
• Extremely organized and responsive
• Good judgment
• Proficiency with MS Excel and similar technology and handling large amounts of data
• Able to adapt to technological changes to enhance the efficiency and quality of the projects as well as minimize risks
• Available for up to 25% travel during the busy season
• Working with a team that may be remote to your location

• CPA, JD, or EA
• Master's Degree
• 5 years of experience working with the R&D tax credit
• 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…