Manager, SR&ED and Clean Economy Tax Credits (Finance/Tax)

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.

Our Credits and Incentives practice (CIM) focuses on expansion and growth, with a history of nurturing the development and progression of our valued team members. We are a national team of engineers, scientists, technologists, and financial professionals who specialize in identifying and securing government funding, with teams focusing on SR&ED, Grants, Digital Media tax credits, and other incentive programs.

Step into a role where your talent and motivation are not only recognized but are also essential. We invite skilled Accounting and Tax professionals to join our exceptional Credits and Incentives team. As a Manager, Scientific Research and Experimental Development (SR&ED) and Clean Economy Tax Credits , you will help clients identify, quantify, document, and defend SR&ED claims while also supporting advisory and claim-preparation work related to Clean Economy Investment Tax Credits and other government incentives. You will play an integral role in advancing our clients’ innovative research, energy transition, decarbonization, and eligible capital project initiatives. You will assist a variety of clients with their tax credit claims and become a trusted advisor through providing insightful best practices and immersing yourself in the diverse industries of our client base.

At RSM, we combine the resources of a large professional services firm with the personalized, tailored approach and team centric structure of a boutique SR&ED practice to deliver premium quality work while ensuring an outstanding client experience. We have cultivated an inclusive environment of teamwork, accountability, ongoing education, and flexibility where team members can work in-office, hybrid, or fully remote.

Responsibilities:

We are looking for a Manager with expertise in accounting and tax to join our SR&ED team and contribute to a growing Clean Economy tax credits offering:

SR&ED Claim Delivery: Prepare higher complexity SR&ED tax incentive claims and assist with review of claims as required. Maintain 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.

Clean Economy Tax Credits: Support client engagements involving Clean Economy Investment Tax Credits, including Clean Technology, Clean Technology Manufacturing, Clean Hydrogen, Carbon Capture, Utilization and Storage (CCUS), Clean Electricity, and proposed EV Supply Chain incentives, as applicable.

Eligibility and Benefit Quantification: Collaborate with RSM technical, engineering, accounting, and tax professionals and client stakeholders to assess eligibility, classify eligible expenditures and capital assets, quantify potential benefits, and support documentation and claim preparation for SR&ED, Clean Economy, and other incentives.

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 expectations. Extend this consultative approach to broader tax credit, incentive, and funding opportunities where clients are undertaking eligible innovation, energy transition, decarbonization, clean technology, critical mineral, or other capital projects.

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. Work closely with technical practitioners and finance teams to bridge project facts, cost support, tax legislation, and client-ready deliverables.

Claim Defense and CRA Reviews: 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, gathering and submitting requested information and documents, and attending CRA or provincial meetings. Support clients during CRA reviews of SR&ED claims and Clean Economy tax credit claims or related tax credit positions.

Financial Advisory and Incentives Planning: 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. Develop practical advice to help clients evaluate and access Clean Economy ITCs, direct grants, and other federal or provincial incentives.

Engagement and Portfolio Management: Manage a portfolio of client engagements, deliver work on time and within budget, assist with forecasting and support the management and delivery of larger or more complex engagements.

Business Insights and Growth: 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 and pursue ongoing education opportunities. Contribute to business development by identifying, researching, and pursuing SR&ED, Clean Economy, and broader incentives opportunities with existing and prospective clients.

Team Development: Build and strengthen your technical knowledge while contributing to the development of the team’s SR&ED finance/tax, Clean Economy, and incentives capabilities.

Required Qualifications:

SR&ED Finance/Tax Experience: 2 to 5+ years of previous experience claiming SR&ED tax credits and supporting claim defense. Experience should be finance/tax focused, including costing, eligible expenditure analysis, documentation support, and tax return input.

Clean Economy / Incentives Exposure: Experience with, or a strong interest in developing expertise in, Clean Economy ITCs or other federal and provincial incentives. Prior exposure to capital asset classification or eligible capital project analysis would be an asset

Academic and Professional Background: 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, or equivalent. Candidates with a finance, accounting, tax, or incentives background who are comfortable working with engineering and technical teams will be well suited to this hybrid role.

Analytical and Research Skills: Strong ability to understand business and financial aspects of client projects, interpret tax legislation and administrative guidance, analyze cost and capital data, and communicate conclusions to both technical and non-technical stakeholders.

Software: Proficient using TaxPrep/iFirm and MS Office (Word, Excel, Outlook). Strong Excel skills for costing, allocation, and support schedules are important.

Client-Centric Approach: Outstanding client service abilities, complemented by superior verbal and written communication skills

Collaborative Sp