Tax Credits and Incentives Manager
2 months ago
About RSM
RSM is a leading provider of professional services to the middle market globally, 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.
About the Role
We are seeking a highly skilled Manager to join our Scientific Research and Experimental Development (SR&ED) team. As a SR&ED consultant, you will play an integral role in 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:
- 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
- Language: Bilingualism (English/French) would be an asset
- Location: Role is National, although preferences will be given to candidates located in Alberta, British Columbia, Montreal, or Ottawa
About RSM's Culture and Benefits
RSM is committed to providing 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 our website.
Equal Opportunity Employer
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 in the Canadian uniformed service; pre-disposing genetic characteristics or any other characteristic protected under applicable provincial employment legislation.
Accommodation for Applicants with Disabilities
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 or send us an email at.
Compensation Range
Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance. Compensation Range: $82,500 - $140,500
-
Tax Incentives Manager
1 month ago
Edmonton, Alberta, Canada BDO Full timePutting People First, Every DayBDO is a firm built on a foundation of positive relationships with our people and our clients. Each day, our professionals provide exceptional service, helping clients with advice and insight they can trust. In turn, we offer an award-winning environment that fosters a high priority on your personal and professional growth.Your...
-
Tax Incentives Manager
1 month ago
Edmonton, Alberta, Canada BDO Full timePutting People First, Every DayBDO is a firm built on a foundation of positive relationships with our people and our clients. Each day, our professionals provide exceptional service, helping clients with advice and insight they can trust. In turn, we offer an award-winning environment that fosters a high priority on your personal and professional growth.Your...
-
Manager - Tax Incentives Specialist
3 weeks ago
Edmonton, Alberta, Canada RSM Full timeUnlock Your Potential as a Tax Incentives SpecialistRSM is seeking a highly skilled Manager to join our Scientific Research and Experimental Development (SR&ED) team. As a Tax Incentives Specialist, you will play a critical role in helping clients navigate the complexities of tax credits and incentives.Key Responsibilities:Prepare and review SR&ED tax...
-
Tax Professional
6 days ago
Edmonton, Alberta, Canada Path Seeker Accounting and Tax Services Inc Full timeJob Title: Tax ProfessionalJob Summary:We are seeking a highly skilled Tax Professional to join our team at Path Seeker Accounting and Tax Services Inc. As a Tax Professional, you will be responsible for managing accounts payable, invoicing clients, and preparing income tax returns.Key Responsibilities:Manage accounts payable and ensure timely...
-
Tax Professional
1 month ago
Edmonton, Alberta, Canada Path Seeker Accounting and Tax Services Inc Full timeJob Title: Tax Return PreparerPath Seeker Accounting and Tax Services Inc is seeking a skilled Tax Return Preparer to join our team. As a Tax Return Preparer, you will be responsible for managing accounts payable, invoicing clients, assessing fixed assets and depreciation, preparing income tax, and performing general office duties.Responsibilities:Manage...
-
Tax Professional
1 month ago
Edmonton, Alberta, Canada Path Seeker Accounting and Tax Services Inc Full timeJob Title: Tax Return PreparerPath Seeker Accounting and Tax Services Inc is seeking a skilled Tax Return Preparer to join our team. As a Tax Return Preparer, you will be responsible for managing accounts payable, invoicing clients, assessing fixed assets and depreciation, preparing income tax, and performing general office duties.Responsibilities:Manage...
-
Tax Professional
4 weeks ago
Edmonton, Alberta, Canada Path Seeker Accounting and Tax Services Inc Full timeJob Title: Tax Return PreparerWe are seeking a highly skilled Tax Return Preparer to join our team at Path Seeker Accounting and Tax Services Inc. As a Tax Return Preparer, you will be responsible for managing accounts payable, invoicing clients, assessing fixed assets and depreciation, preparing income tax, and performing general office duties.Key...
-
Tax Professional
4 weeks ago
Edmonton, Alberta, Canada Path Seeker Accounting and Tax Services Inc Full timeJob Title: Tax Return PreparerWe are seeking a highly skilled Tax Return Preparer to join our team at Path Seeker Accounting and Tax Services Inc. As a Tax Return Preparer, you will be responsible for managing accounts payable, invoicing clients, assessing fixed assets and depreciation, preparing income tax, and performing general office duties.Key...
-
Tax Professional
1 month ago
Edmonton, Alberta, Canada Path Seeker Accounting and Tax Services Inc Full timeJob Title: Tax Return PreparerWe are seeking a highly skilled Tax Return Preparer to join our team at Path Seeker Accounting and Tax Services Inc. As a Tax Return Preparer, you will be responsible for managing accounts payable, invoicing clients, assessing fixed assets and depreciation, preparing income tax, and performing general office duties.Key...
-
Tax Professional
1 month ago
Edmonton, Alberta, Canada Path Seeker Accounting and Tax Services Inc Full timeJob Title: Tax Return PreparerWe are seeking a highly skilled Tax Return Preparer to join our team at Path Seeker Accounting and Tax Services Inc. As a Tax Return Preparer, you will be responsible for managing accounts payable, invoicing clients, assessing fixed assets and depreciation, preparing income tax, and performing general office duties.Key...
-
Tax Professional
2 weeks ago
Edmonton, Alberta, Canada Path Seeker Accounting and Tax Services Inc Full timeWe are seeking a skilled Tax Professional to join our team at Path Seeker Accounting and Tax Services Inc. The ideal candidate will have a strong background in accounting and tax preparation, with the ability to manage accounts payable, invoice clients, and prepare income tax returns.Key ResponsibilitiesManage accounts payable and ensure timely...
-
Tax Professional
2 weeks ago
Edmonton, Alberta, Canada Path Seeker Accounting and Tax Services Inc Full timeAt Path Seeker Accounting and Tax Services Inc, we are seeking a skilled Tax Professional to join our team. The ideal candidate will have a strong background in education and experience in managing accounts payable, invoicing clients, and preparing income tax. The role requires a fast-paced environment and the ability to work under pressure. The successful...
-
Tax Professional
4 weeks ago
Edmonton, Alberta, Canada Path Seeker Accounting and Tax Services Inc Full timeJob Title: Tax Return PreparerWe are seeking a highly skilled Tax Return Preparer to join our team at Path Seeker Accounting and Tax Services Inc. As a Tax Return Preparer, you will be responsible for managing accounts payable, invoicing clients, assessing fixed assets and depreciation, preparing income tax, and performing general office duties.Key...
-
Tax Professional
4 weeks ago
Edmonton, Alberta, Canada Path Seeker Accounting and Tax Services Inc Full timeJob Title: Tax Return PreparerWe are seeking a highly skilled Tax Return Preparer to join our team at Path Seeker Accounting and Tax Services Inc. As a Tax Return Preparer, you will be responsible for managing accounts payable, invoicing clients, assessing fixed assets and depreciation, preparing income tax, and performing general office duties.Key...
-
Tax Professional
2 weeks ago
Edmonton, Alberta, Canada Path Seeker Accounting and Tax Services Inc Full timeJob Summary: We are seeking a skilled Tax Professional to join our team at Path Seeker Accounting and Tax Services Inc. As a Tax Professional, you will be responsible for managing accounts payable, invoicing clients, and preparing income tax. You will also assess fixed assets and depreciation, perform general office duties, and prepare reports.Key...
-
Tax Professional
3 weeks ago
Edmonton, Alberta, Canada Path Seeker Accounting and Tax Services Inc Full timeJob Title: Tax Return PreparerPath Seeker Accounting and Tax Services Inc is seeking a detail-oriented and organized Tax Return Preparer to join our team. As a Tax Return Preparer, you will be responsible for managing accounts payable, invoicing clients, assessing fixed assets and depreciation, preparing income tax, and performing general office...
-
Tax Professional
2 weeks ago
Edmonton, Alberta, Canada Path Seeker Accounting and Tax Services Inc Full timeJob Summary: We are seeking a skilled Tax Professional to join our team at Path Seeker Accounting and Tax Services Inc. As a Tax Professional, you will be responsible for managing accounts payable, invoicing clients, and preparing income tax returns.Key Responsibilities:Manage accounts payable and ensure timely paymentsInvoice clients and maintain accurate...
-
Tax Professional
2 weeks ago
Edmonton, Alberta, Canada Path Seeker Accounting and Tax Services Inc Full timeJob Summary: We are seeking a detail-oriented Tax Professional to join our team at Path Seeker Accounting and Tax Services Inc. As a Tax Professional, you will be responsible for managing accounts payable, invoicing clients, and preparing income tax returns.Key Responsibilities:Manage accounts payable and ensure timely paymentsInvoice clients and maintain...
-
Tax Professional
2 weeks ago
Edmonton, Alberta, Canada Path Seeker Accounting and Tax Services Inc Full timeJob SummaryWe are seeking a detail-oriented Tax Professional to join our team at Path Seeker Accounting and Tax Services Inc. As a Tax Professional, you will be responsible for managing accounts payable, invoicing clients, and preparing income tax returns.Key ResponsibilitiesManage accounts payable and ensure timely paymentsInvoice clients and maintain...
-
Tax Professional
4 weeks ago
Edmonton, Alberta, Canada Path Seeker Accounting and Tax Services Inc Full timeJob Title: Tax Return PreparerWe are seeking a detail-oriented and organized Tax Return Preparer to join our team at Path Seeker Accounting and Tax Services Inc.Responsibilities:Manage accounts payable and ensure timely paymentsInvoice clients and maintain accurate recordsAssess fixed assets and depreciation to ensure accurate financial reportingPrepare...
