Sr Associate 1, Credits, Incentives and Methods
Core
Senior Associate providing accounting and tax services, specifically focusing on SR&ED tax credits, claim defense, and technical discussions with clients.
Role type
Senior Associate, Tax & Accounting (SR&ED)
Builds
SR&ED tax credit claims and defense for clients
Domain
Accounting, Tax, Canadian Federal/Provincial Incentives
Deliverable
client delivery
Required skills
SR&ED claim defense, tax research, opinion writing, client relationship management, project coordination, data gathering, analysis, continuing education
Preferred skills
MPAcc, CPA license, ProFile/TaxCycle/CanTax proficiency, Alberta IEG, Quebec R&D credit
Technologies
TaxPrep, iFirm, MS Office (Word, Excel, Outlook), ProFile, TaxCycle, CanTax
Responsibilities
Develop understanding of client business as a functional expert; Research and write tax advice, opinion, and position memorandums; Maintain regular contact with assigned clients including operations, finance, accounting, and engineering; Assist in managing and implementing multiple projects simultaneously including technical discussions, computations, and analysis; Contribute as industry expert by keeping abreast of changes in industry regulation and obtaining additional certifications
Seniority
Senior, hands-on IC