Senior Tax Consultant – SR&ED

This is a fully remote position, open to applicants in Canada.

📋 Description

• Collaborate with clients’ financial and technical teams to create costing models for R&D initiatives and identify qualifying SR&ED expenditures.

• Work alongside the technical team to evaluate client operations, financial documentation, and processes to ascertain eligible SR&ED expenses.

• Prepare and document financial calculations, supporting schedules, and any other required documentation for SR&ED claims.

• Prepare and review SR&ED tax schedules utilizing TaxPrep.

• Manage communications with clients, including requests for information, financial discussions, and updates regarding claim status.

• Interact with the Canada Revenue Agency (CRA) and provincial tax authorities to address inquiries and resolve client issues.

• Assist clients during CRA reviews, which includes preparing responses to information requests and taking part in review meetings.

• Collaborate with internal team members to guarantee accurate, timely, and high-quality deliverables.

• Contribute to process enhancements and other initiatives as necessary.

⛳️ Requirements

• Chartered Professional Accountant (CPA) designation in good standing.

• At least five years of experience in public accounting, demonstrating progressively increasing responsibility for client engagements.

• In-depth knowledge of Canadian corporate taxation, including experience with T2 Corporate Income Tax Returns and related schedules.

• Proven experience in direct client communication, managing information requests, explaining financial or tax-related matters, and fostering strong professional relationships.

• Proficiency in TaxPrep/iFirm and advanced skills in spreadsheets, particularly Microsoft Excel.

• Strong financial analysis, problem-solving abilities, and meticulous attention to detail, ensuring a commitment to accuracy and quality.

• Exceptional written and verbal communication skills, with the capacity to clearly explain complex financial concepts to clients and colleagues.

• Demonstrated ability to independently handle multiple client engagements, prioritize competing deadlines, and deliver high-quality work efficiently.

• Capability to work effectively both independently and as part of a team in a fast-paced consulting environment.

• Prior experience with SR&ED is advantageous but not mandatory.

• Preferred: One to two or more years of experience preparing SR&ED tax credit claims and supporting clients during CRA reviews or audits.

• Preferred: Previous experience in supervising, mentoring, or reviewing the work of junior accounting professionals.

• Preferred: Experience with AI prompt engineering and the practical application of AI tools in accounting workflows, financial analysis, data processing, and business operations.

• Preferred: Familiarity with ProFile, TaxCycle, CanTax, or other Canadian tax preparation software.

• Preferred: Experience in preparing claims under provincial programs, particularly Alberta’s Innovation Employment Grant (IEG) or Quebec R&D tax credits.

• Preferred: Interest in developing expertise in other federal and provincial tax incentive programs.

🏝️ Benefits

• Competitive salary and flexible work arrangements.

• Opportunities for professional development and career advancement.

• Engaging and collaborative work environment.

• Comprehensive health and wellness benefits.