Tax Manager - Energy and Excise

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.

• 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 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.

• Masters in Taxation or LL.M (Taxation)
• Project Management Professional Certification
• Experience working with federal tax credits, especially energy and excise taxes and clean energy credits

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

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…