Tax Supervisor - Federal Credits and Incentives

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 (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 Qualifications

• Bachelor’s degree in business‑related fields such as Accounting, Economics, or Finance or a Bachelor of Science that includes computer science, engineering, biology, chemistry, or physics from an accredited university

• Completion of all educational requirements for CPA licensure eligibility in the state of intended residence or completion of all requirements to sit for the Bar exam by the start date

• Minimum of four years of tax experience

• Strong computer skills, including proficiency in Microsoft Excel

• Proven capacity to meet client service, quality, and performance expectations within applicable deadlines and in accordance with firm and client standards

• Strong communication skills, including clear, professional, and effective interaction with firm personnel and clients in person, by telephone, and through electronic or written means

• Effective project management skills, including managing multiple priorities, tasks, and projects simultaneously while meeting deadlines and maintaining accuracy and quality of work in a fast‑paced, client service environment

• Experience working effectively in a professional office environment and, as required by the role, at client sites, including sitting for extended periods of time and working at a computer and other standard office equipment

• Capacity to maintain a consistent onsite presence during core business hours, including regular reporting to a firm office location and travel to client sites as required, with access to reliable transportation

• Ability to work extended and/or non‑standard hours during peak periods or as necessary to meet client, project, or firm business needs

Preferred Qualifications

• Active accreditation obtained, in process, or willingness to obtain one of the following: CPA, EA, or licensed attorney

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.

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 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 careers@rsmus.com.

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. For those living in California or applying to a position in California, please click here for additional information.

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: $86,500 - $164,500