Supervisor Or Manager



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 be based out of our Toronto or Kitchener office. 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.


  • 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.
  • Applying a methodology based upon specific facts and dates is essential.
  • 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.
  • Assist and guide clients during financial reviews with the CRA.

Skills & Qualifications:

  • Preferred minimum 2 years of experience in preparing SR&ED tax credit claims.
  • University degree (B.Sc., M.Sc. or PhD) and/or strong finance and tax expertise.
  • 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.

Organization RSM US LLP
Industry Supervisor / Foreman Jobs
Occupational Category Supervisor or Manager
Job Location Toronto,Canada
Shift Type Morning
Job Type Full Time
Gender No Preference
Career Level Intermediate
Experience 2 Years
Posted at 2023-03-17 3:53 pm
Expires on 2023-05-01