Supervisor 1, Credits, Incentives and Methods

RSM US Integrated Services India Private Limited; Hyderabad; On-site; INR 900,000 - 1,500,000; Full time

Job summary

RSM US Integrated Services India Private Limited in Hyderabad, India seeks an SR&ED tax specialist with 4+ years of experience to prepare and defend SR&ED claims. You will liaise with client teams across operations, finance and engineering and work with our tax specialists to optimize incentives.

Role requires strong accounting/tax knowledge, excellent communication, and the ability to manage multiple engagements in a dynamic environment.

Qualifications

• 4+ years of SR&ED tax credits experience and claim defense.
• Solid foundation in Accounting/Tax or related field.
• Undergraduate degree in business or equivalent; CPA/MPAcc preferred.
• Proficient with TaxPrep/iFirm and MS Office.
• Excellent client service and communication skills.
• Ability to work autonomously and in teams; detail oriented.

Responsibilities

• Prepare higher complexity SR&ED tax incentive claims and review as required.
• Maintain regular contact with clients and their accounting teams to gather information.
• Cultivate relationships to uncover SR&ED opportunities and guidance.
• Partner with technical teams to identify eligible costs and ensure a smooth process.
• Defend claims with CRA/provincial authorities and manage documentation.

Skills

SR&ED Experience

Accounting/Tax

MS Office

Client service

Communication

Teamwork

Attention to detail

Time management

Adaptability

Interpersonal skills

Education

Undergraduate university degree in business (accounting, tax, or corporate finance) or equivalent

MPAcc or CPA designation preferred

Tools

TaxPrep/iFirm

MS Office

Job description

We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, inclusive culture and talent experience and our ability to be compelling to our clients. You’ll find an environment that inspires and empowers you to thrive both personally and professionally. There’s no one like you and that’s why there’s nowhere like RSM.

At RSM, we offer a competitive benefits and compensation package for all our people.We offer flexibility in your schedule, empowering you to balance life’s demands, while also maintaining your ability to serve clients.Learn more about our total rewards at https://rsmus.com/careers/india.html.

RSM does not tolerate discrimination and/or harassment based on race; colour; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender (including gender identity and/or gender expression); sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the Indian Armed Forces; Indian Armed Forces Veterans, and Indian Armed Forces Personnel status; pre-disposing genetic characteristics or any other characteristic protected under applicable provincial employment legislation. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities.

At RSM, we accomplish meaningful work and make an impact on the world around us. We work hard to fully understand our clients and work even harder to understand and identify your unique skills. We celebrate the differences among us and empower our talented professionals to grow forward, both personally and professionally. Our clients benefit from fresh insights and energy as we collaborate to support them, and our teams enjoy a work environment that inspires and empowers them to thrive.

Responsibilities

• Expert Consultation: Preparation of higher complexity SR&ED tax incentive claims and assist with review of claims as required. Maintaining regular contact with assigned clients - communicating directly with client personnel in operations, finance, accounting, payroll, and engineering - and their accountants to gather relevant information to prepare project costing and complete tax return input.
• Client Partnership: Cultivate strong relationships with clients to uncover SR&ED opportunities, offering bespoke consultation and support throughout the SR&ED claim lifecycle. Meet with clients in-person and virtually to establish engagement plans, assist with evaluation of eligible activities, and gather supporting documentation. Provide timely, high quality client service that meets or exceeds their expectations.
• Technical Collaboration: Partner with our adept technical team to identify eligible costs, formulate strategic plans, and guarantee a seamless claims process. Enhance the SR&ED claim journey for clients, implementing streamlined approaches that ensure efficiency as client satisfaction is paramount.
• Claim Defense: Be the advocate for your assigned clients in interactions with Canada Revenue Agency (CRA) and provincial bodies to work in our client’s best interest, leading them through the FTCAS or Review/Audit process, gather and submit requested information and documents, and attending CRA or provincial meetings.
• Financial Advisory: Offer specialized advice on tax credits and deductions, ensuring alignment with clients’ fiscal goals and optimizing financial gains. Stay abreast of changes to SR&ED federal and provincial programs and other relevant tax incentives. Comfortable with research as required, reviewing the Income Tax Act, CRA policies, and relevant case law.
• Business Insights: Cultivate a comprehensive understanding of clients’ operational landscapes, leading multiple engagements to success with informed strategies. Stay up to date with relevant internal and external professional development, pursue ongoing education opportunities.

Required Qualifications

• SR&ED Experience: We seek candidates with 4+ years previous experience claiming SR&ED tax credits and claim defense.
• Academic & Professional Background: A solid foundation in Accounting/Tax or related field, in public accounting and/or industry. Undergraduate university degree in business (accounting, tax, or corporate finance) or equivalent.
• Software: Proficient using TaxPrep/iFirm and MS Office (Word, Excel, Outlook).
• Client-Centric Approach: Outstanding client service abilities, complemented by superior communication skills.
• Collaborative Spirit: Ability to flourish in both autonomous and team-based environments, contributing to collective goals and milestones.
• Quality Focus: A self-starter who is detail orientated with a steadfast commitment to upholding quality and excellence in every project undertaken.
• Adaptability to Dynamic Environment: Possess the capabilities to excel and adapt within a dynamic, fast-paced workplace while navigating complex tasks to deliver highest quality work to clients.
• Time Management Expertise: To effectively provide an outstanding client experience, it is essential to have the ability to juggle multiple client assignments, prioritize tasks, and work autonomously to meet deadlines.
• Interpersonal Skills: 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.

Preferred Qualifications

• Academic & Professional Background: MPAcc or equivalent, and/or CPA designation for Manager level role, preferred but not required.
• Software: Proficient in other tax preparation software - ProFile, TaxCycle, CanTax, or others.
• Provincial: Experience claiming Alberta Innovation Employment Grant (IEG) and/or Quebec R&D credit.
• Tax Incentives: Experience with and/or interest in learning more about other Canadian tax incentive programs, federally and provincially.

Why work at RSM?

At RSM, we accomplish meaningful work and make an impact on the world around us. We work hard to fully understand our clients and work even harder to understand and identify your unique skills. We celebrate the differences among us and empower our talented professionals to grow forward, both personally and professionally. Our clients benefit from fresh insights and energy as we collaborate to support them, and our teams enjoy a work environment that inspires and empowers them to thrive.