R&D Tax Claims Specialist

RSM US LLP; Sydney; On-site; AUD 90,000 - 130,000; Full time

Job summary

RSM Australia is seeking a qualified professional to join the R&D Tax Incentive team, helping innovative Australian businesses maximise government funding for R&D activities.

You will work with clients across technology, engineering and science sectors, preparing claims, analysing financial data and delivering practical tax advice to support client success. This is a hybrid, career‑driven role in a leading professional services firm.

Qualifications

• Strong written communication skills with ability to convey complex concepts clearly.
• Strong analytical skills to assess law and provide well-reasoned arguments.
• Strong data processing skills; proficiency with Microsoft Excel and related tools.
• Ability to work autonomously and as part of a team to manage client engagements.
• Strong business acumen to manage portfolios and client relationships in real time.
• Strong attention to detail and ability to meet deadlines.

Responsibilities

• Assess client eligibility for the R&D Tax Incentive and identify qualifying activities and expenditure.
• Prepare R&D technical reports, costings, ATO schedules, claims and client correspondence.
• Analyse financial information, including P&L and balance sheets, to support R&D claims.
• Apply R&D Tax Incentive legislation and relevant income tax provisions to client engagements.
• Develop understanding of accounting and tax principles affecting engagements.
• Build knowledge of technology, engineering and science industries to support clients’ claims.
• Ensure compliance with regulatory requirements including Corporations Act 2001 (Cth).
• Manage a portfolio of clients, ensuring deadlines, billing and cash collection targets are met.
• Build and maintain strong client relationships through effective written and verbal communication.
• Support engagement delivery through file management, timesheets and coordination.

Skills

Written communication

Analytical thinking

Data processing

Autonomous working

Client relationship

Education

Science/Engineering/IT/ICT/Commerce/Finance/Accounting/Tax/Law degree

Tools

Microsoft Office

Job description

RSM Australia is seeking a qualified professional to join the R&D Tax Incentive team, helping innovative Australian businesses maximise government funding for R&D activities.

You will work with clients across technology, engineering and science sectors, preparing claims, analysing financial data and delivering practical tax advice to support client success. This is a hybrid, career‑driven role in a leading professional services firm.