Senior Tax Consultant - SR&ED

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Senior Tax Consultant - SR&ED based in Canada.

This is an opportunity for an experienced Chartered Professional Accountant to specialize in Scientific Research and Experimental Development (SR&ED) tax incentives within a growing consulting environment. You will work directly with innovative Canadian businesses, helping them identify eligible research and development expenditures and access valuable tax credits. Partnering with clients’ financial and technical teams, you will lead claim preparation, financial analysis, and supporting documentation. You will also guide clients through Canada Revenue Agency (CRA) reviews and tax authority inquiries. The role offers exposure to diverse technology-focused businesses and the opportunity to contribute to high-quality advisory services. This is a fully remote, client-facing position requiring strong technical expertise, independence, and relationship-building skills.

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.