Supervisor 1, Credits, Incentives and Methods
Core
Prepare and defend complex SR&ED tax incentive claims for middle-market clients, managing the full lifecycle from opportunity identification to CRA audit defense.
Role type
Senior IC tax specialist (SR&ED)
Builds
SR&ED tax credit claims and client engagement plans
Domain
Canadian tax incentives and R&D
Deliverable
production ML models | product features | dashboards & analysis | client delivery | infrastructure | physical/clinical work
Required skills
SR&ED claim preparation, claim defense, client relationship management, tax research, financial analysis, project costing, regulatory compliance (Income Tax Act, CRA policies)
Preferred skills
CPA designation, MPAcc, experience with Alberta IEG or Quebec R&D credits, proficiency in ProFile/TaxCycle/CanTax
Technologies
TaxPrep, iFirm, MS Office (Word, Excel, Outlook), ProFile, TaxCycle, CanTax
Responsibilities
Prepare higher complexity SR&ED tax incentive claims; cultivate client relationships to uncover SR&ED opportunities; partner with technical teams to identify eligible costs; advocate for clients during CRA audits and reviews; provide specialized advice on tax credits and deductions; lead multiple engagements to success with informed strategies
Seniority
Mid-level, hands-on IC