Senior Consultant, Technical - SR&ED

Ryan; Guelph; Hybrid; CAD 70,000 - 90,000; Full time

Job summary

A leading tax consultancy in Canada is seeking an SR&ED Senior Consultant to assist clients with claiming SR&ED tax credits. The position involves working closely with clients, preparing claims, and ensuring compliance with CRA filings. The ideal candidate has a Bachelor's or Master's degree in a relevant field, a minimum of two years of experience in SR&ED, and is proficient in Microsoft Excel.

Benefits

Hybrid and Remote Work Options

Generous Personal Time Off (PTO) Benefits

Health and Dental Benefit Eligibility Effective Day One

Tuition Reimbursement After One Year of Service

Qualifications

• Minimum two years of SR&ED tax credit experience required.
• Proficient in Microsoft Excel and working knowledge of Microsoft tools.
• Valid driver's license required.

Responsibilities

• Assist clients in identifying and claiming SR&ED tax credits.
• Perform and supervise tasks such as researching tax law.
• Prepare technical narratives for SR&ED tax credit claims.
• Advise clients during CRA technical review for claims.
• Track time by client and activity codes.

Skills

Strong communication skills

Excellent organization

Time management

Willingness to learn

Team player

Education

Bachelor's or Master's degree in IT, Software Development, Engineering or Science

Tools

Microsoft Excel

Microsoft Word

Microsoft Access

Microsoft PowerPoint

Microsoft Outlook

Job description

Benefits

• 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

Responsibilities

• The SR&ED Senior Consultant is responsible for assisting clients in identifying and claiming SR&ED tax credits and then assisting the SR&ED Director in defending those credits when necessary in the context of a review by the Canada Revenue Agency (CRA). The work is project-based and sometimes requires the team to spend time onsite at client facilities, working with engineers and technical personnel. This role includes performing and supervising tasks such as researching tax law, documenting expense treatment, and completing detailed models and calculations.
• Interviews clients, uncovering all SR&ED eligible projects and all information required to prepare the T661 filing.
• Prepares the technical narratives for SR&ED tax credit claims of clients. This will also include the identification of specific employees, subcontractors and material expended in connection with the eligible activities identified, and determining the amount of effort relating thereto.
• Ensures all claims are prepared, signed off by the SR&ED Director and the clients, and completed for CRA filing within 45 days of the initial technical meeting.
• Advises and supports clients before and during any CRA technical review for SR&ED tax credit claims, and responds to correspondence that is initiated by CRA arguing technology aspects of the submitted SR&ED claim, if any.
• Records all client interviews and saves the recordings in Ryan’s central file service.
• Gathers samples of client supporting documents as claim(s) are prepared.
• Participates in sales activities and attends, from time to time, in sales and business development meetings with the firm’s SR&ED practice Principal and business development professionals.
• Collaborates with the firm’s key technical advisors on an ongoing development of the firm’s tools for preparing SR&ED claims.
• Tracks time by client and activity codes.
• Assists the practice Principal in preparing client presentations for proposals, planning strategies, and ideas.
• Assists the SR&ED Director in developing project work plans and scheduling associated project deliverables.
• Performs other 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, related industry experience, and a minimum two years of SR&ED tax credit experience required. Must have excellent organization and time management skills, strong communication skills, and willingness to learn and be a team player.

Computer Skills

To perform this job successfully, an individual must be proficient in Microsoft Excel and have a working knowledge of Microsoft Word, Access, PowerPoint, Outlook, and Internet navigation and research.

Certificates and Licenses

Valid driver’s license required.

Supervisory Responsibilities

This position may require supervisory responsibilities, including training peers and checking work for accuracy and completeness.