Tax Senior Associate 1 - Federal Credits and Incentives

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. There’s no one like you and that’s why there’s nowhere like RSM.

Senior Associate – SR&ED (Finance and Tax)

Step into a role where your talent and motivation are not only recognized but are also essential. We invite skilled Engineers, Technologists, Scientists, and technically adept professionals to join our exceptional Scientific Research and Experimental Development (SR&ED) team. 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.

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 where team members can work in-office, hybrid, or fully remote.

Responsibilities:

• We are looking for a Senior Associate with expertise in accounting and tax to join our SR&ED team
• Develop an understanding of client's business and become a "functional expert" in the area
• Research and write tax advice, opinion, and position memorandums
• Develop and sustain excellent client relationships through personal attention and timeliness of service by maintaining regular contact with assigned clients – communicate directly with client personnel, including operations, finance, accounting, and engineering
• Assist in managing and implementing multiple projects simultaneously, which include technical discussions with clients, computations, analysis, data gathering, and coordination of resources
• Provides timely, high quality client service that meets or exceeds client expectations
• Ensures professional development through ongoing education and obtaining additional certifications as appropriate
• Help drive the success of multiple CIM engagements, primarily related to Accounting Methods & Periods (SMP), Federal Credit or Incentives studies (FCI) and Tangible Property Services (TPS), as appropriate
• Contribute as industry expert by keeping abreast of changes in industry regulation, maintain competency through continuing education and obtaining additional professional certifications

Required Qualifications:

• SR&ED Experience: Minimum of 1-2+ years of 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:

• Bachelor's Degree in Commerce Accounting or related field.
• 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

At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life’s demands, while also maintaining your ability to serve clients. Learn more about our total rewards at https://rsmus.com/careers/india.html.

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; HIV Status; 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 Indian Armed Forces; Indian Armed Forces Veterans, and Indian Armed Forces Personnel 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 send us an email at careers@rsmus.com.