Senior Tax Consultant - SR&ED

Accountabilities

• Collaborate with clients’ finance and technical teams to develop R&D costing models and identify eligible SR&ED expenditures.

• Work alongside internal technical specialists to assess client operations, financial records, and processes for qualifying research and development activities.

• Prepare and document financial calculations, supporting schedules, and all required documentation for SR&ED tax credit claims.

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

• Manage client communications, including information requests, financial discussions, and regular updates on claim progress.

• Liaise with the Canada Revenue Agency (CRA) and provincial tax authorities to respond to inquiries and resolve client matters.

• Support clients throughout CRA reviews by preparing responses to information requests and participating in review meetings.

• Coordinate with internal team members to ensure accurate, timely, and high-quality deliverables.

• Identify opportunities to improve internal processes and contribute to broader consulting initiatives.

• Where applicable, provide guidance, mentoring, and quality reviews for junior accounting professionals.

Requirements:

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

• At least 5 years of public accounting experience, with increasing responsibility for managing client engagements.

• Strong knowledge of Canadian corporate taxation, including experience preparing T2 Corporate Income Tax Returns and related schedules.

• Demonstrated client-facing experience, including managing information requests, explaining financial and tax matters, and maintaining professional relationships.

• Proficiency with TaxPrep and iFirm, along with advanced Microsoft Excel and spreadsheet skills.

• Strong financial analysis, problem-solving, and attention to detail, with a consistent focus on accuracy and quality.

• Excellent written and verbal communication skills, including the ability to explain complex tax and financial concepts clearly.

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

• Ability to work effectively both independently and collaboratively in a dynamic consulting environment.

Nice to have:

• 1–2+ years of experience preparing SR&ED tax credit claims and supporting clients through CRA reviews or audits. Previous SR&ED experience is an asset but is not mandatory.

• Experience supervising, mentoring, or reviewing the work of junior accounting professionals.

• Familiarity with AI prompt engineering and practical applications of AI tools in accounting workflows, financial analysis, data processing, and business operations.

• Experience with additional Canadian tax preparation software, such as ProFile, TaxCycle, or CanTax.

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

• Experience with, or an interest in developing expertise in, other federal and provincial tax incentive programs.

Benefits:

• Annual salary ranging from CAD $80,000 to $110,000, depending on qualifications and relevant experience.

• Candidates with previous SR&ED experience may be considered for the higher end of the salary range.

• Full-time employment.

• Fully remote working arrangement within Canada.

• Opportunity to work with innovative Canadian businesses across technology and other R&D-focused sectors.

• Exposure to specialized tax incentive consulting and opportunities to develop expertise in federal and provincial funding programs.