SOLUTIONS JESSICA OLIVIER PROVIDES
Jessica works in R&D tax incentive advisory services for RSM. She has extensive experience in every aspect of the R&D claim process, including:
- Preparation of material and presenting to clients regarding the R&D eligibility criteria, both technical and financial
- Running educational workshops and interviews to identify potential R&D projects and gather appropriate information to assess, prepare and substantiate R&D tax claims
- Review of prior years’ claims to ensure accuracy and legitimacy of the R&D benefit claimed
- Preparing and lodging appropriate R&D registration documentation
- Allocation of R&D costs and calculation of the R&D expenditure
- Advising and implementing robust R&D management practices
- Assistance with and attendance at AusIndustry/ATO reviews and audits
- Tax Services in Sydney
SIGNIFICANT PROJECTS
- Coordinating and managing multi-project R&D assignments, with annual R&D spend in excess of $15m
- Negotiating companies through the successful defence of prior R&D claims under review
- Leading RSM Australia’s National R&D Tax Incentive practice, as well as working with RSM's Global Incentives Group across the US, UK, Canada, New Zealand, Singapore and others.
- Providing specialist R&D Tax compliance and consulting services across a diverse range of industries including health/education/financial technology, engineering and manufacturing.
- Working with Start-ups, SMEs and large multinationals to identify R&D opportunities to access R&D Tax benefits as well as other government programs such as Export Market Development Grants (EMDG) and Early Stage Innovation Company (ESIC) incentives.
PROFESSIONAL ASSOCIATIONS
- CA - Institute of Chartered Accountants Australia and New Zealand
- CA - Institute of Chartered Accountants of Scotland (ICAS)
QUALIFICATIONS
- Bachelor of Science (Honours)– Business Administration and French (Cardiff University)
- Diploma of Financial Planning
- Registered Tax Agent
AWARDS
- FINALIST, Women in Finance Awards 2018 - Principal of the Year