Senior Tax Consultant – SR&ED
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Job Description
Senior Tax Consultant preparing SR&ED tax credit claims for innovative Canadian companies. Managing client engagements and supporting CRA reviews using TaxPrep and financial analysis.
Responsibilities:
- Collaborate with clients’ financial and technical teams to develop costing models for R&D projects and identify eligible SR&ED expenditures
- Work with the technical team to assess client operations, financial records, and processes to determine eligible SR&ED costs
- Prepare and document financial calculations, supporting schedules, and other documentation required for SR&ED claims
- Prepare and review SR&ED tax schedules using TaxPrep
- Manage client communications, including information requests, financial discussions, and updates on claim progress
- Communicate with the Canada Revenue Agency (CRA) and provincial tax authorities to address inquiries and resolve client matters
- Support clients through CRA reviews, including preparing responses to information requests and participating in review meetings
- Collaborate with internal team members to ensure accurate, timely, and high-quality deliverables
- Contribute to process improvements and other initiatives as required
Requirements:
- Chartered Professional Accountant (CPA) designation in good standing
- Minimum five years of experience in public accounting practice, with progressively increasing responsibility for client engagements
- Strong knowledge of Canadian corporate taxation, including experience preparing T2 Corporate Income Tax Returns and related schedules
- Demonstrated experience communicating directly with clients, managing information requests, explaining financial or tax matters, and maintaining strong professional relationships
- Proficiency with TaxPrep/iFirm and advanced spreadsheet skills, particularly Microsoft Excel
- Strong financial analysis, problem-solving, and attention to detail, with a commitment to accuracy and quality
- Excellent written and verbal communication skills, with the ability to explain complex financial matters clearly to clients and colleagues
- Proven ability to independently manage multiple client engagements, prioritize competing deadlines, and deliver high-quality work efficiently
- Ability to work effectively both independently and within a team in a dynamic, fast-paced consulting environment
- Prior SR&ED experience is an asset but is not required
- Preferred: one to two or more years of experience preparing SR&ED tax credit claims and supporting clients through CRA reviews or audits
- Preferred: previous experience supervising, mentoring, or reviewing the work of junior accounting professionals
- Preferred: experience with AI prompt engineering and practical application of AI tools to accounting workflows, financial analysis, data processing, and business operations
- Preferred: experience with ProFile, TaxCycle, CanTax, or other Canadian tax preparation software
- Preferred: experience preparing claims under provincial programs, particularly Alberta’s Innovation Employment Grant (IEG) or Quebec R&D tax credits
- Preferred: experience with, or interest in developing expertise in, other federal and provincial tax incentive programs
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