Develop an understanding of client's business and become a "functional expert" in the area
Research and write tax advice, opinion, and position memorandums
Develop and sustain excellent client relationships through personal attention and timeliness of service by maintaining regular contact with assigned clients – communicate directly with client personnel, including operations, finance, accounting, and engineering
Assist in managing and implementing multiple projects simultaneously, which include technical discussions with clients, computations, analysis, data gathering, and coordination of resources
Provides timely, high quality client service that meets or exceeds client expectations
Ensures professional development through ongoing education and obtaining additional certifications as appropriate
Help drive the success of multiple CIM engagements, primarily related to Accounting Methods & Periods (SMP), Federal Credit or Incentives studies (FCI) and Tangible Property Services (TPS), as appropriate
Contribute as industry expert by keeping abreast of changes in industry regulation, maintain competency through continuing education and obtaining additional professional certifications
Requirements
SR&ED Experience: Minimum of 1-2+ years of 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.
Benefits
Flexibility in your schedule
Ongoing education and obtaining additional certifications as appropriate
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
SR&ED tax creditsAccountingTaxCorporate financeData analysisProject managementTechnical discussionsComputationsQuality assuranceClient service