Supervisor or Manager, Sr&ed

10 hours ago


Vancouver, Canada RSM US LLP Full time

Exciting opportunity to join the Credits & Incentive team of a leading accounting & advisory firm. RSM is growing rapidly and has created a culture that offers opportunity, personal fulfillment through results, and long-term professional growth.

We are currently seeking an exceptional Supervisor or Manager to join our growing team anywhere in Western Canada. In this role you will be a client facing expert delivering SR&ED services to many clients in the middle market, developing and cultivating client relationships.

**Responsibilities**:

- As a member of a team, provide exceptional customer service to the firm’s clients by providing timely and responsive consulting services.
- Prepare an engagement plan and communication plan for each folder and ensure these are communicated and signed off by clients.
- Attend technical interviews, assist in ensuring that all eligible projects are uncovered, and ensure all essential financial information required is gathered for the preparation of the SR&ED claim.
- Working with our technical team to identify eligible SR&ED expenditures and collaboratively preparing SR&ED claims.
- Differentiate between routine operations and genuine experimentation to identify qualifying activities and projects.
- Prepare the Costing on or before agreed upon deadlines and complete all tax forms associated the SR&ED claims.
- Provide clients with professional and timely advice relating to documentation, the SR&ED program, and its compliance.
- Prepare resource utilization and assist with the Costing that is commensurate the technical descriptions.
- Preparing and sending final client packages
- Assist and guide clients during financial reviews with the CRA.
- Stay current with the latest developments and changes in the SR&ED legislature as well as case law.

Skills & Qualifications:

- Preferred minimum 3-5 years of experience in preparing SR&ED tax credit claims.
- University degree in related field (Commerce/Accounting) and/or strong finance and tax expertise.
- Pursuing or completed CPA and/or In-Depth Tax course.
- Willingness to develop an in-depth understanding of the SR&ED program and contribute to the continually improving internal documentation, tools, methods, and models.
- Outstanding oral communication skills and ability to articulately the subtleties of the SR&ED program, discuss in technical terms with our clients to draw out the development obstacles they faced, and advancements they made.
- Excellent technical and persuasive writing skills, as well as strong writing capabilities.
- Excellent time management skills essential in simultaneously handling multiple client assignments as well as the ability to work independently.
- Ability to travel to client locations is desirable.

**In accordance with applicable law and RSM policy, prospective hires will be required to demonstrate that they have been fully vaccinated for COVID-19. If not vaccinated for COVID-19 they must qualify for an accommodation to this vaccination requirement or participate in testing.**

You want your next step to be the right one. You've worked hard to get where you are today. And now you're ready to use your unique skills, talents and personality to achieve great things. RSM is a place where you are valued as an individual, mentored as a future leader, and recognized for your accomplishments and potential. Working directly with clients, key decision makers and business owners across various industries and geographies, you'll move quickly along the learning curve and our clients will benefit from your fresh perspective.

Experience RSM. Experience the power of being understood.

RSM is an equal opportunity/affirmative action employer. Minorities/Females/Disabled/Veterans.


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