Tax Sr. Associate - Federal Credits and Incentives

$72,600 - $137,500/Yr

RSM - Houston, TX

Full-time - Mid Level

Houston, TX

Professional, Scientific, and Technical Services

About the position

As a Senior Associate in the Credits, Incentives and Methods (CIM) group at RSM, you will provide tax consulting and advisory services related to Research and Development (R&D) tax credits. This role involves conducting R&D tax credit studies, quantifying R&D activities and costs, and assisting with IRS and state controversies related to the R&D credit. You will work closely with both internal tax professionals and external client stakeholders, ensuring high-quality service and support for clients' needs.

Responsibilities

• Conduct quality R&D tax credit studies for clients, including reviewing work papers and returns, and conducting interviews with client personnel.
• Assist with tax consulting services, including section 199 Domestic Production Activities Deduction (DPAD) and accounting method assessments.
• Develop business and industry expertise along with specialized knowledge of tax laws and regulations relating to the R&D credit and DPAD.
• Manage and implement multiple projects simultaneously, including client interviews, computations, analysis, and data gathering.
• Develop and maintain excellent client relationships through regular contact and timely service.
• Participate in business development efforts by conducting feasibility reviews and identifying opportunities for additional services.
• Draft opinion letters, responses to IRS and state inquiries, and write technical memoranda.

Requirements

• 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 communication abilities.
• Natural curiosity and ability to take detailed notes in a fast-paced environment.
• Extremely organized and responsive with good judgment.
• Proficiency with MS Excel and Access.

Nice-to-haves

• CPA, JD, or EA certification.
• Master's Degree.
• 2 years of experience working with research and development.
• Experience working for a large national accounting firm in a specialized practice area.

Benefits

• Flexible scheduling to balance life demands and client service.
• Competitive benefits and compensation package.
• Discretionary bonus based on firm and individual performance.