Responsibilities:

• Expert Consultation: Preparation of higher complexity SR&ED tax incentive claims 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.
• Client Partnership: 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.
• Technical Collaboration: 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.
• Claim Defense: 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.
• Financial Advisory: 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.
• Business Insights: 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.

Required Qualifications:

• SR&ED Experience: We seek candidates with 2-5+ years previous experience claiming SR&ED tax credits and claim defense.
• Academic & Professional Background: 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
• Software: Proficient using TaxPrep/iFirm and MS Office (Word, Excel, Outlook)
• Client-Centric Approach: Outstanding client service abilities, complemented by superior communication skills.
• Collaborative Spirit: Ability to flourish in both autonomous and team-based environments, contributing to collective goals and milestones.
• Quality Focus: A self-starter who is detail orientated with a steadfast commitment to upholding quality and excellence in every project undertaken.
• Adaptability to Dynamic Environment: Possess the capabilities to excel and adapt within a dynamic, fast-paced workplace while navigating complex tasks to deliver highest quality work to clients.
• Time Management Expertise: To effectively provide an outstanding client experience, it is essential to have the ability to juggle multiple client assignments, prioritize tasks, and work autonomously to meet deadlines.
• Interpersonal Skills: This role requires 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.

Preferred Qualifications:

• Academic & Professional Background: MPAcc or equivalent, and/or CPA designation for Manager level role, preferred but not required.
• Software: Proficient in other tax preparation software – ProFile, TaxCycle, CanTax, or others
• Provincial: Experience claiming Alberta Innovation Employment Grant (IEG) and/or Quebec R&D credit
• Tax Incentives: Experience with and/or interest in learning more about other Canadian tax incentive programs, federally and provincially.