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About the Role

As a SR&ED consultant, you will play an integral role towards advancing our clients’ innovative research initiatives. You will assist a variety of clients with their SR&ED claims and become a trusted advisor through providing insightful best practices and immersing yourself in the diverse industries of our client base.

Responsibilities

• Leading complex SR&ED tax incentive claims, including the Clean Economy Investment Tax Credits, and assist with review of claims as required.
• Maintaining regular contact with assigned clients – communicating directly with client personnel in operations, finance, accounting, payroll, and engineering – and their accountants to gather relevant information to prepare project costing and complete tax return input.
• Cultivate strong relationships with clients to uncover SR&ED opportunities, offering bespoke consultation and support throughout the SR&ED claim lifecycle.
• Meet with clients in-person and virtually to establish engagement plans, assist with evaluation of eligible activities, and gather supporting documentation.
• Provide timely, high quality client service that meets or exceeds their expectations.
• Partner with our adept technical team to identify eligible costs, formulate strategic plans, and guarantee a seamless claims process.
• Enhance the SR&ED claim journey for clients, implementing streamlined approaches that ensure efficiency as client satisfaction is paramount.
• Be the advocate for your assigned clients in interactions with Canada Revenue Agency (CRA) and provincial bodies to work in our client’s best interest, leading them through the FTCAS or Review/Audit process, gather and submit requested information and documents, and attending CRA or provincial meetings.
• Offer specialized advice on tax credits and deductions, ensuring alignment with clients’ fiscal goals and optimizing financial gains.
• Stay abreast of changes to SR&ED federal and provincial programs and other relevant tax incentives.
• Comfortable with research as required, reviewing the Income Tax Act, CRA policies, and relevant case law.
• Cultivate a comprehensive understanding of clients’ operational landscapes, leading multiple engagements to success with informed strategies.
• Stay up to date with relevant internal and external professional development, pursue ongoing education opportunities.

Requirements

• 2-5+ years previous experience claiming SR&ED tax credits (including the Clean Economy Investment Tax Credits) and claim defense.
• A solid foundation in Accounting/Tax or related field, in public accounting and/or industry.
• Undergraduate university degree in business (accounting, tax, or corporate finance) or equivalent
• Proficient using TaxPrep/iFirm and MS Office (Word, Excel, Outlook)
• Outstanding client service abilities, complemented by superior communication skills.
• Ability to flourish in both autonomous and team-based environments, contributing to collective goals and milestones.
• A self-starter who is detail orientated with a steadfast commitment to upholding quality and excellence in every project undertaken.
• Possess the capabilities to excel and adapt within a dynamic, fast-paced workplace while navigating complex tasks to deliver highest quality work to clients.
• Ability to juggle multiple client assignments, prioritize tasks, and work autonomously to meet deadlines.
• Effective verbal and written communications and the ability to work professionally with other individuals and groups, ranging from RSM colleagues, to client stakeholders, to accounting partners, and to leadership.

Skills

• Accounting
• Tax
• SR&ED tax credits
• Clean Economy Investment Tax Credits
• Claim defense
• Client service
• Communication
• Teamwork
• Detail-oriented
• Adaptability
• Time management
• Interpersonal skills
• TaxPrep/iFirm
• MS Office (Word, Excel, Outlook)

Location

• National
• Alberta
• British Columbia
• Montreal
• Ottawa
• Toronto
• Kitchener

Work Type

• Flexibility work arrangement
• Full-time

Experience Level

• Manager

Education Level

• Undergraduate university degree in business (accounting, tax, or corporate finance) or equivalent
• MPAcc or equivalent (preferred)
• CPA designation (preferred)

Salary/Compensations

• $84,000 - $155,000
• Discretionary bonus based on firm and individual performance

Benefits

• Competitive benefits and compensation package
• Flexibility in schedule

About the Company

• 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.
• At RSM, we combine the resources of a large professional services firm with the personalized, tailored approach and team centric structure of a boutique SR&ED practice to deliver premium quality work while ensuring an outstanding client experience.
• We have cultivated an inclusive environment of teamwork, accountability, ongoing education, and flexibility work arrangement.

Equal Opportunity

• RSM does not tolerate discrimination and/or harassment based on race; colour; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender (including gender identity and/or gender expression); sexual orientation; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the Canadian uniformed service; Canadian Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable provincial employment legislation.
• Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership.
• RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities.
• If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at 800-274-3978 or send us an email at careers@rsmus.com.