Senior Consultant, Technical - SR&ED

Ryan; Edmonton; Hybrid; CAD 60,000 - 100,000; Full time

Job summary

This innovative firm is seeking a detail-oriented Senior Consultant to assist clients in navigating the complexities of SR&ED tax credits. In this hybrid role, you will engage with clients to identify eligible projects, prepare comprehensive claims, and support them during CRA reviews. You will collaborate with engineers and technical personnel while developing tools for claim preparation. The company offers an award-winning culture, generous PTO, and benefits effective from day one. If you are passionate about tax credits and thrive in a collaborative environment, this is the perfect opportunity for you.

Benefits

Hybrid and Remote Work Options

Generous Personal Time Off (PTO) Benefits

14 Weeks of Parental Leave Top-Up

Monthly Gym Membership or Equipment Reimbursement

Health and Dental Benefits from Day One

RRSP with Employer Match

Tuition Reimbursement After One Year

Qualifications

• 2+ years of SR&ED tax credit experience required.
• Excellent organizational and communication skills are essential.

Responsibilities

• Interview clients to identify SR&ED eligible projects.
• Prepare technical narratives for SR&ED tax credit claims.
• Support clients during CRA technical reviews.

Skills

Organizational Skills

Time Management

Communication Skills

Research Skills

Education

Bachelor's Degree in IT

Master's Degree in Engineering

Tools

Microsoft Excel

Microsoft Word

Microsoft Access

Microsoft PowerPoint

Microsoft Outlook

Job description

Why Ryan?

• Hybrid and Remote Work Options

• Award-Winning Culture

• Generous Personal Time Off (PTO) Benefits

• 14 Weeks of Parental Leave Top-Up (Adoption Included)

• Monthly Gym Membership OR Gym Equipment Reimbursement

• Health and Dental Benefit Eligibility Effective Day One

• RRSP with Employer Match

• Tuition Reimbursement After One Year of Service

The Scientific Research and Experimental Development (“SR&ED”) Senior Consultant (“Senior Consultant”) is responsible for assisting clients in identifying and claiming SR&ED tax credits and then supporting the SR&ED Director in defending those credits during CRA reviews. The work is project-based and may require onsite visits at client facilities, working with engineers and technical personnel. Responsibilities include researching tax law, documenting expense treatment, and completing detailed models and calculations.

Duties and Responsibilities:

• Interview clients to identify SR&ED eligible projects and gather information for the T661 filing.
• Prepare technical narratives for SR&ED tax credit claims, including identifying employees, subcontractors, and materials involved, and calculating effort related to eligible activities.
• Ensure claims are prepared, signed off by the SR&ED Director and clients, and filed with CRA within 45 days of the initial technical meeting.
• Support clients during CRA technical reviews and respond to CRA correspondence regarding the SR&ED claim.
• Record client interviews and store recordings in Ryan’s central file system.
• Gather supporting documents for claims.
• Participate in sales activities and attend meetings with the SR&ED practice Principal and business development team.
• Collaborate on developing tools for SR&ED claim preparation.
• Track time by client and activity codes.
• Assist in preparing client proposals, strategies, and presentations.
• Help develop project work plans and schedules.
• Perform additional duties as assigned.

Education and Experience:

Bachelor's or Master's degree in IT, Software Development, Engineering (Chemical, Mechanical, Industrial, Electrical, or related disciplines), or Science, with industry experience and at least two years of SR&ED tax credit experience. Must have excellent organizational, time management, communication skills, and a willingness to learn and collaborate.

Computer Skills:

Proficiency in Microsoft Excel, with working knowledge of Word, Access, PowerPoint, Outlook, and internet research.

Certificates and Licenses:

Valid driver’s license required.

Supervisory Responsibilities:

This role may include supervisory duties, such as training peers and reviewing work for accuracy and completeness.