Tax Manager - Federal Credits and Incentives

RSM; Irvine; On-site; USD 97,000 - 184,000; Full time

Job summary

A leading provider of professional services, RSM is looking for a Tax Manager to focus on Federal Credits and Incentives. This role involves tax consulting and advisory services related to R&D tax credits, requiring strong expertise and effective client interaction. Join a collaborative team and contribute to impactful projects in a supportive work environment.

Benefits

Flexible schedule

Support for work-life balance

Competitive benefits and compensation package

Qualifications

• Minimum 5 years in public accounting or related experience.
• 2 years working with R&D credits required.
• CPA, JD, or Enrolled Agent certification needed.

Responsibilities

• Perform tax planning and research on R&D credits.
• Manage multiple projects and client relationships.
• Draft technical documents and maintain regulation knowledge.

Skills

Tax Planning

Research and Development Credits

Client Relations

Project Management

Education

Bachelor's degree in Accounting or Tax

Masters in Accounting

Tools

MS Excel

MS Access

Job description

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Tax Manager - Federal Credits and Incentives, Irvine

Client: RSM

Location: Irvine, United Kingdom

Job Category: Other

EU work permit required: Yes

Job Reference: 9928805144ed

Job Views: 56

Posted: 24.06.2025

Expiry Date: 08.08.2025

Job Description:

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. You will also assist with IRS and federal and state controversy and appeals related to the R&D credit. As a member of the FCI (Federal Credits and Incentives) team, you will interact with internal tax professionals and external client stakeholders.

Your responsibilities will focus on two core concepts: your technical and quality expertise and delivering excellent client service:

• Perform tax planning and research, resolving complex tax issues, and providing recommendations related to the R&D credit
• Generate and maintain client relationships
• Manage and implement multiple projects simultaneously, including client interviews, computations, analysis, data gathering, and resource coordination
• Draft opinion letters, responses to IRS inquiries, IRS Ruling requests, and technical memoranda
• Develop an understanding of the client's business and become a "functional expert" in the area
• Drive the success of multiple R&D engagements
• Stay updated on industry regulation changes, maintain competency through continuing education, and obtain additional professional certifications

Basic Qualifications:

• Minimum of five (5) years of experience in public accounting or a combination of public accounting and industry/law
• Minimum of two (2) years of experience working with research and development credits
• Bachelor's degree in Accounting or Tax
• Certification and current licensure as CPA, JD, or Enrolled Agent
• Intermediate skills in MS Excel and Access
• Ability to travel up to 50% of the time

Preferred Qualifications:

• Masters in Accounting
• Experience at a large national accounting firm in a specialized practice area

We offer a competitive benefits and compensation package, flexibility in your schedule, and support for work-life balance. Learn more about our total rewards. RSM is an Equal Opportunity Employer and provides reasonable accommodations for applicants with disabilities. We do not hire entry-level candidates requiring sponsorship now or in the future. Qualified applicants with arrest or conviction records will be considered in accordance with applicable laws.

Salary range: $97,200 - $183,700. Individuals selected will be eligible for a discretionary bonus based on performance.