Remote Senior Tax Associate SR&ED

Location: Remote (Canada)
Department: Tax & Incentives
Employment Type: Full-Time

About the Role

We are looking for a skilled and proactive Senior Tax Associate – SR&ED to join our growing team. You’ll work with a diverse client base and our internal technical experts to prepare robust, audit-ready SR&ED claims that help innovative companies access critical non-dilutive capital.

Key Responsibilities

• Collaborate with client financial and technical teams to build costing models for R&D projects.

• Analyze client operations, technical documentation, and financial records to identify eligible SR&ED activities and expenditures.

• Prepare SR&ED claim support files and technical documentation.

• Use TaxPrep to complete and review tax schedules associated with SR&ED claims.

• Act as a point of contact for CRA and provincial authorities regarding SR&ED filings.

• Support clients during CRA reviews, including RFI preparation and participation in CRA interviews.

• Take on ad hoc assignments and provide cross-functional support as needed.
  

Core Competencies

• Tax and Accounting Expertise: Extensive experience with full-cycle accounting and corporate tax return preparation (T2) for various corporate entities.

• Analytical Thinking: Able to interpret financial statements and develop accurate costing models for companies across varied industries.

• Communication: Clear, professional communicator—both written and verbal—when dealing with clients, CRA, and internal teams.

• Client Service Orientation: Approaches every interaction with empathy, professionalism, and a drive to add value.

• Detail Orientation: High level of accuracy, especially under time pressure or with multiple client files.

• Initiative: Self-starter who is comfortable navigating ambiguity in a fast-paced environment.

• Collaboration: Able to work cross-functionally and contribute to a positive team culture.

• Time Management: Skilled at prioritizing tasks and managing competing deadlines independently.
  

Success Metrics

You’ll know you’re succeeding in this role if you:

• Prepare high-quality working papers and tax schedules with minimal revisions and high first-pass approval rates.

• Earn strong client satisfaction scores and positive feedback on professionalism, responsiveness, and clarity.

• Consistently meet internal and client deadlines without compromising accuracy or quality.

• Demonstrate increasing autonomy in claim preparation, client communication, and CRA defense.

• Contribute to team knowledge sharing and improvement of internal claim processes.
  

Required Qualifications

• Tax/Accounting Experience: 3+ years in accounting or tax, including T2 return preparation.

• Education: Bachelor’s degree (or equivalent) in accounting, tax, finance, or business.

• Software: Proficient with TaxPrep/iFirm and spreadsheet tools (Excel or Google Sheets).

• Other: Strong written and verbal communication skills. Able to work with clients, partners, and CRA professionally.

Preferred Qualifications

• SR&ED Experience: 1–2+ years preparing and defending SR&ED claims. Candidates with advanced SR&ED experience will be considered for senior compensation tiers.

• CPA designation

• Experience with other tax software (ProFile, TaxCycle, CanTax, etc.).
  

What We Offer

• Flexible Work: Work from anywhere in Canada with optional hybrid office access.

• Growth Opportunities: Work closely with PhDs, former CRA staff, and technical experts committed to your development.

• Impact: Help Canadian innovators unlock capital to grow and scale—your work truly matters.

• Culture: A collaborative, kind, and high-performance team where your ideas are valued.

• Compensation: Competitive salary, Range:$70,000 - $100,000, performance-based bonus, and benefits.

• Professional Development: Paid training, CPA dues reimbursement, and access to internal and external learning resources.
  

To Apply:
If you’re excited about helping innovative companies access critical funding through SR&ED, while growing your career at a fast-moving, impact-driven team, we’d love to hear from you.