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’ll find an environment that inspires and empowers you to thrive both personally and professionally.
• 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 India

RSM US India is an employer hiring in India (sector: Audit / Consulting / Advisory). In its own words: "RSM US LLP is the leading U.S."

CA Samaaj lists RSM US India's current India openings for finance, accounts, audit and tax professionals, taken from its official careers site (rsm.wd1.myworkdayjobs.com) and checked regularly to remove closed jobs. Recent roles are based in Gurugram, Bengaluru and Hyderabad.

• Industry: Audit / Consulting / Advisory