Senior Tax Consultant - SR&ED

Overview

This role is for a Senior Tax Consultant specializing in Scientific Research and Experimental Development (SR&ED) tax incentives.

The position is client-facing and involves working with clients and a technical team to identify eligible R&D expenditures, prepare SR&ED tax credit claims, and support clients through CRA reviews.

Responsibilities

• Collaborate with clients’ financial and technical teams to develop costing models for R&D projects and identify eligible SR&ED expenditures.
• Work with internal technical team members 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.
• Coordinate with internal team members to ensure accurate, timely, and high-quality deliverables.
• Contribute to process improvements and other initiatives as required.

Requirements

• CPA designation (Chartered Professional Accountant) 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.

Preferred Qualifications

• 1–2 or more years of experience preparing SR&ED tax credit claims and supporting clients through CRA reviews or audits.
• Previous experience supervising, mentoring, or reviewing the work of junior accounting professionals.
• Experience with AI prompt engineering and practical application of AI tools to accounting workflows, financial analysis, data processing, and business operations.
• Experience with ProFile, TaxCycle, CanTax, or other Canadian tax preparation software.
• Experience preparing claims under provincial programs, 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.

Compensation & Benefits

• CAD $80,000–$110,000 annually, commensurate with qualifications and relevant experience.
• Candidates with prior SR&ED experience may be considered for the higher end of the compensation range.

Location

• Remote within Canada

Employment Type

• Full-time