RSM US India | Tax Supervisor - Federal Credits and Incentives

Responsibilities

• As a Supervisor, SR&ED (Finance/Tax), you will assist clients with identifying, quantifying, documenting, and defending SR&ED claims while becoming a trusted advisor on SR&ED tax incentives and related government funding opportunities.
• This role supports finance/tax analysis and claim preparation rather than acting as a technical engineering or scientific lead.
• You will assist a variety of clients with their SR&ED tax credit claims and become a trusted advisor through providing insightful best practices and immersing yourself in the diverse industries of our client base.
• Prepare SR&ED tax incentive claims and assist with review of claims as required.
• Work closely with RSM colleagues to gather relevant information to prepare project costing and complete tax return input.
• Assist in identifying and quantifying eligible SR&ED expenditures, including salaries and wages, subcontractor costs, materials, capital and overhead expenditures, and other qualifying costs.
• Partner with RSM technical practitioners, finance teams, and client stakeholders to bridge project facts, cost support, tax legislation, and client-ready deliverables.
• Support RSM colleagues during CRA and provincial reviews or audits by preparing supporting documentation, responses to information requests, claim defense materials, and internal team members to address review questions.
• Assist in managing multiple SR&ED engagements simultaneously, including work planning, data gathering, analysis, coordination of internal and external resources, and timely completion of deliverables.
• Develop a comprehensive understanding of clients’ businesses and operational landscapes, stay current with relevant internal and external professional development, and pursue ongoing education opportunities.

Qualifications

• Comfortable with research as required, reviewing the Income Tax Act, CRA policies, and relevant case law.
• 4+ years of experience in public accounting, taxation, SR&ED consulting, tax incentives, or a related professional services environment.
• Experience should be finance/tax focused, including costing, eligible expenditure analysis, documentation support, and tax return input.
• Undergraduate university degree in business, accounting, tax, corporate finance, commerce, business administration, or equivalent.
• Experience preparing SR&ED claims, project costing analyses, supporting schedules, and related tax return inputs.
• Strong understanding of Canadian corporate taxation and the SR&ED program.
• Strong ability to understand business and financial aspects of client projects, interpret tax legislation and administrative guidance, analyze cost data, and communicate conclusions to both technical and non-technical stakeholders.
• Proficient using TaxPrep/iFirm and MS Office (Word, Excel, Outlook).
• Strong Excel skills for costing, allocation, and support schedules are important.
• Outstanding client service abilities, complemented by superior verbal and written communication skills.
• Ability to flourish in both autonomous and team-based environments, contributing to collective goals and milestones.
• Comfortable collaborating across SR&ED finance, technical, tax, and industry teams.
• To effectively provide outstanding client experience, it is essential to have the ability to juggle multiple client assignments, prioritize tasks, and work autonomously to meet deadlines.
• 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.
• In-depth Tax course completion considered an asset.
• Experience claiming Alberta Innovation Employment Grant (IEG) and/or Quebec R&D credit.

RSM US LLP

Ira B. McGladrey opened an accounting practice in Cedar Rapids, Iowa, in 1926, and the firm that grew from it, long known as McGladrey, became RSM US LLP in 2015 when it joined other firms in the RSM International network under the RSM brand. Now headquartered in Chicago, it provides assurance, tax and consulting services with a focus on middle-market companies, and since 1 January 2026 it has worked with RSM UK in a transatlantic partnership. In India the firm operates through RSM US Integrated Services India Private Limited, a subsidiary that provides services to the US firm, with offices in Bengaluru, Gurugram, Hyderabad and Kolkata.

Work in India supports RSM's US practice. Tax roles cover US federal, state and local, international, Canada and pass-through tax, hedge funds and real estate, credits and incentives, and accounting methods. Assurance teams serve financial institutions, private equity funds and technology clients and handle review and compilation work; financial consulting spans fund services, property accounting, technical accounting and finance-as-a-service. Postings usually ask for a B.Com, BBA or accounting degree with a CA, CPA or ACCA; many tax roles also accept an Enrolled Agent, and some prefer an MBA or a master's in accounting or taxation.

• Industry: Professional services: assurance, tax and consulting for middle-market companies
• Headquarters: Chicago, United States (RSM US LLP)
• In India: RSM US Integrated Services India Private Limited, a subsidiary of RSM US LLP, with offices in Bengaluru (two sites at Embassy Manyata), Gurugram, Hyderabad and Kolkata