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 studies for clients.
Role type
Senior Associate, Tax & Accounting Specialist (SR&ED)
Builds
Tax credit claims, technical studies, and advisory memorandums for middle-market clients.
Domain
Accounting, Tax, and Canadian Government Incentives (SR&ED, FCI, TPS)
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
SR&ED claim defense, technical research, tax opinion writing, client relationship management, project coordination, regulatory analysis
Preferred skills
CPA designation, ProFile/TaxCycle/CanTax proficiency, Alberta IEG/Quebec R&D credit experience
Technologies
TaxPrep, iFirm, MS Office (Word, Excel, Outlook), ProFile, TaxCycle, CanTax
Responsibilities
Develop functional expertise in client business areas; research and write tax advice and position memorandums; manage multiple projects involving technical discussions and data gathering; maintain regular contact with client personnel (operations, finance, accounting, engineering); ensure professional development through continuing education.
Seniority
Senior, hands-on IC