Tax Sr. Associate - 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, 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 Senior Associate to join their Tax Credits and Incentives Practice. This unique Practice within the nation’s leading middle market accounting firm allows the Associate to travel to client sites to discuss client’s developing products. Intensive training will be provided along with a dedicated mentor.

Responsibilities:

• Assistance with conducting quality R&D tax credit studies for the Firm’s clients which involves reviewing work papers and returns, conducting interviews with client personnel relating to their R&D activities, resolving technical issues and performing tax technical research

• Assistance with tax consulting services, including section 199 Domestic Production Activities Deduction (DPAD), among others such as accounting method assessments, design and implementation of projects related to revenue and expense recognition, capitalized items, fixed assets and inventories

• Developing business and industry expertise along with specialized knowledge of tax laws and regulations relating to the R&D credit and DPAD

• Assistance with managing and implementing multiple projects simultaneously, which includes client interviews, computations, analysis, data gathering and coordination of RSM and client resources

• 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

• 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

• Assist with drafting opinion letters, responses to IRS and state inquiries and writing other technical memoranda

Qualifications:

• Minimum of 2+ 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 communications

• Natural curiosity

• Ability to take detailed notes in a fast paced environment

• Extremely organized and responsive

• Good judgment

• Proficiency with MS Excel and Access

• Available for up to 50% travel during the busy season

Preferred Qualifications:

• CPA, JD, or EA

• Master’s Degree

• 2 years of experience working with research and development

• 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 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.

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