Energy & Excise Tax Manager - Credits & Advisory

RSM US LLP; New York (NY); On-site; USD 100,000 - 189,000; Full time

Job summary

RSM US LLP seeks an experienced energy tax professional to advise clients on federal energy credits and excise taxes under the Inflation Reduction Act. You will lead engagements, supervise teams, and develop technical expertise across energy incentives while maintaining client relationships and project quality.

The role requires a strong background in tax, CPA/EA/attorney licensure or equivalent certification, and proficiency with Excel, Word, PowerPoint, and Pivot Tables.

Qualifications

• Bachelor's degree in Accounting or related field from an accredited university.
• Active CPA license in the state of residence or primary office; active Enrolled Agent (EA) license; active Attorney license; or pre-approved alternative certification that meets RSM requirements.

Responsibilities

• Manage collaborative team advising clients on federal energy credits and excise tax.
• Develop 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, workpapers, 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.

Education

Bachelor's degree in Accounting

CPA/EA/Attorney license

Tools

Pivot Tables

PowerPoint

Word

Job description

RSM US LLP seeks an experienced energy tax professional to advise clients on federal energy credits and excise taxes under the Inflation Reduction Act. You will lead engagements, supervise teams, and develop technical expertise across energy incentives while maintaining client relationships and project quality.

The role requires a strong background in tax, CPA/EA/attorney licensure or equivalent certification, and proficiency with Excel, Word, PowerPoint, and Pivot Tables.