Tax Supervisor - Federal Credits And Incentives

As a Supervisor, SRED (Finance/Tax), you will assist clients with identifying, quantifying, documenting, and defending SRED claims while becoming a trusted advisor on SRED tax incentives and related government funding opportunities. You will assist a variety of clients with their SRED 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 SRED 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 SRED 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. This role supports finance/tax analysis and claim preparation rather than acting as a technical engineering or scientific lead.
• 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.
• Offer specialized advice on SRED tax credits and deductions, ensuring alignment with clients' fiscal goals and tax reporting requirements. Stay abreast of changes to SRED 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.
• Assist in managing multiple SRED 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.

• 4+ years of experience in public accounting, taxation, SRED 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.
• A solid foundation in Accounting/Tax or a related field, in public accounting and/or industry. Undergraduate university degree in business, accounting, tax, corporate finance, commerce, business administration, or equivalent.
• Experience preparing SRED claims, project costing analyses, supporting schedules, and related tax return inputs.
• Strong understanding of Canadian corporate taxation and the SRED 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 SRED finance, technical, tax, and industry teams.
• A self-starter who is detail orientated with a steadfast commitment to upholding quality and excellence in every project undertaken.
• Possess the capabilities to excel and adapt within a dynamic, fast-paced workplace while navigating complex tasks to deliver highest quality work to clients.
• 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.

• Professional accounting designation (Chartered Accountant) completed or in progress, preferred but not required. In-depth Tax course completion considered an asset.
• Experience claiming Alberta Innovation Employment Grant (IEG) and/or Quebec RD credit.