IT & Innovation Consultant, SR&ED

Baker Tilly Canada; Windsor; On-site; CAD 60,000 - 90,000; Full time

Job summary

Baker Tilly Canada is seeking an SR&ED Client and Technical Documentation professional in Windsor to lead client interviews, document uncertainties, and draft clear narratives for SR&ED claims. You will work with senior consultants to ensure complete evidence gathering and accurate project descriptions.

The role includes assisting with automations for internal workflows, documenting processes, and supporting internal teams with knowledge management and data handling.

Qualifications

• Degree or diploma in computer science, software engineering, information systems, computer engineering, data analytics, or a related technology discipline.
• 1–3 years of relevant experience in software development, systems analysis, QA, technical support, business systems, data, or automation.
• Experience producing clear, accurate technical documentation for technical and non-technical readers.
• Ability to conduct structured conversations with clients and technical personnel and explain technical matters clearly.
• Familiarity with SR&ED guidance or willingness to learn and adapt.

Responsibilities

• Lead client interviews with developers, technical leads, project managers, and business owners to gather complete information.
• Identify activities that may qualify under Canada’s SR&ED program.
• Document uncertainties, hypotheses, experiments, iterations, and results.
• Draft technical narratives and project descriptions for senior review.
• Gather and organize evidence such as plans, tickets, design docs, test results, logs, and source-control records.
• Connect technical activities with personnel, timelines, and expenditures with SR&ED costing team.
• Assist with claim preparation, file organization, deadline tracking, and quality-control procedures.
• Support responses to CRA questions under senior consultant guidance.
• Research CRA SR&ED guidance and build knowledge of the program.
• Build relationships with clients and provide responsive, professional service.

Skills

SDLC understanding

Technical documentation

Client interviewing

Structured questioning

Cross-functional collaboration

Education

CS or related degree

Tools

Python

JavaScript

SQL

APIs

Cloud platforms

Source control

Low-code tools

Job description

SR&ED Client And Technical Documentation Responsibilities

• Lead client interviews with developers, technical leads, project managers, and business owners, asking clear follow-up questions to gather complete and accurate technical information.
• Learn to identify software development activities that may qualify under Canada’s SR&ED program.
• Assist in documenting technological uncertainties, hypotheses, experiments, iterations, and results.
• Draft clear technical narratives and supporting project descriptions for review by senior team members.
• Gather and organize supporting evidence such as project plans, tickets, design documents, test results, development logs, and source-control records.
• Work with the SR&ED costing team to connect technical activities with project personnel, timelines, and expenditures.
• Assist with claim preparation, file organization, deadline tracking, and quality-control procedures.
• Support responses to CRA technical questions and reviews under the guidance of senior consultants.
• Research CRA SR&ED guidance and develop knowledge of the Canadian SR&ED program.
• Build positive working relationships with clients and provide responsive, professional service.

Internal Automation And Innovation Responsibilities

• Assist our internal developer with automation projects during periods of lower SR&ED workload, particularly following the tax season.
• Help document existing workflows, gather user requirements, and identify practical automation opportunities.
• Support the development, configuration, testing, and rollout of internal tools and process improvements.
• Assist with AI-enabled workflows, integrations, scripts, data handling, and knowledge-management initiatives, based on experience and project needs.
• Prepare user documentation, testing notes, process maps, and training materials.
• Work with finance, HR, administration, tax, and other internal teams to troubleshoot issues and improve adoption.
• Follow the firm’s privacy, security, change-management, and documentation requirements.

Qualifications

• Degree or diploma in computer science, software engineering, information systems, computer engineering, data analytics, or a related technology discipline.
• One to three years of relevant experience in software development, systems analysis, quality assurance, technical support, business systems, data, or automation. Strong new graduates with relevant co-op or project experience may also be considered.
• Working knowledge of software development lifecycles and the ability to understand and discuss technical problem-solving.
• Demonstrated experience producing clear, accurate technical documentation for technical and non-technical readers. Examples may include requirements documents, design documentation, test reports, research reports, implementation notes, technical procedures, or comparable professional or academic work.
• Ability to conduct structured conversations with clients and technical personnel, ask effective follow-up questions, and explain technical matters clearly and professionally.
• Curiosity, attention to detail, sound organization, and a willingness to learn.
• Ability to manage multiple assignments and work effectively with both technical and non-technical stakeholders.

Technical Experience That Would Be An Asset

• Experience with one or more of Python, JavaScript, SQL, APIs, cloud platforms, source control, or low-code automation tools.
• Exposure to AI tools, process automation, data transformation, software testing, or application integration.
• Experience preparing technical documentation or interviewing users and developers.
• Previous exposure to SR&ED, tax incentives, public accounting, or professional services. Direct SR&ED experience is not required.

What Success Looks Like

• Technical information is gathered thoroughly and turned into clear, accurate claim documentation.
• The consultant develops sound judgment about SR&ED eligibility and supporting evidence.
• Clients and internal team members receive organized, responsive support.
• Internal automation projects are tested, documented, and implemented in a practical and sustainable way.