Energy & Excise Tax Manager — Lead Credits & Advisory

RSM US LLP; Baltimore (MD); On-site; USD 100,000 - 189,000; Full time

Job summary

RSM US LLP is seeking a tax professional to advise on the Inflation Reduction Act and energy/excise credits for clients in a dynamic, client-facing role. You will manage engagements, consult with teams, and develop expertise in federal energy credits while supporting the sale of projects and maintaining client relationships.

The position requires a CPA license or equivalent certification, at least five years of tax experience, and strong Excel/PowerPoint skills.

Qualifications

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

Skills

Tax experience

Client service

Project management

Communication skills

Attention to deadlines

Education

CPA license

Tools

Microsoft Excel

PowerPoint

Word

Job description

RSM US LLP is seeking a tax professional to advise on the Inflation Reduction Act and energy/excise credits for clients in a dynamic, client-facing role. You will manage engagements, consult with teams, and develop expertise in federal energy credits while supporting the sale of projects and maintaining client relationships.

The position requires a CPA license or equivalent certification, at least five years of tax experience, and strong Excel/PowerPoint skills.