Tax Manager 1, Credits, Incentives and Methods
Core
Prepare and defend complex Scientific Research and Experimental Development (SR&ED) tax incentive claims for clients in diverse industries.
Role type
Manager, Tax Incentives (SR&ED)
Builds
SR&ED tax credit claims and defense strategies for clients
Domain
Canadian Tax Law / R&D Incentives
Required skills
SR&ED claim preparation, claim defense, client consultation, tax return input, regulatory compliance (Income Tax Act, CRA policies), project costing, strategic planning
Preferred skills
CPA designation, experience with other tax software (ProFile, TaxCycle), provincial grant experience (Alberta IEG, Quebec R&D)
Technologies
TaxPrep, iFirm, MS Office
Responsibilities
Prepare higher complexity SR&ED claims; communicate with client operations, finance, and engineering teams; cultivate client relationships to uncover opportunities; meet clients in-person/virtually to establish engagement plans; partner with technical teams to identify eligible costs; advocate for clients during CRA audits/reviews; provide specialized advice on tax credits and deductions.
Seniority
Manager, hands-on IC
