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, SR&ED Tax Consultant
Builds
SR&ED tax credit claims and defense strategies
Domain
Canadian Tax Law / R&D Incentives
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
SR&ED claim preparation, claim defense, client consultation, tax return input, CRA audit navigation, Income Tax Act knowledge, project costing, strategic planning
Preferred skills
CPA designation, other tax software proficiency, 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 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.
Seniority
Manager, hands-on IC