Manager, SR&ED and Clean Economy Tax Credits (Finance/Tax)
Core
Manager responsible for preparing, defending, and quantifying SR&ED tax claims and Clean Economy Investment Tax Credits for clients in the energy transition and decarbonization sectors.
Role type
Manager, SR&ED and Clean Economy Tax Credits
Builds
SR&ED tax return inputs, Clean Economy claim documentation, and client advisory reports
Domain
Canadian Tax Law / Government Incentives / Clean Technology
Deliverable
production ML models | product features | dashboards & analysis | client delivery | infrastructure | physical/clinical work
Required skills
SR&ED claim preparation, Clean Economy tax credit analysis, tax legislation interpretation, cost allocation, client engagement, CRA audit defense, financial planning
Preferred skills
Capital asset classification, engineering project analysis, business development
Technologies
TaxPrep/iFirm, MS Excel, MS Word, MS Outlook
Responsibilities
Prepare higher complexity SR&ED tax incentive claims and assist with review; Support client engagements involving Clean Economy Investment Tax Credits; Collaborate with technical teams to assess eligibility and quantify benefits; Cultivate client relationships to uncover SR&ED opportunities; Partner with technical practitioners to identify eligible costs and formulate strategic plans; Act as advocate for clients during CRA reviews and audits; Offer specialized advice on tax credits and deductions; Manage a portfolio of client engagements and support forecasting; Contribute to business development by identifying incentive opportunities; Build and strengthen team capabilities
Seniority
Manager, hands-on IC with team development responsibilities