Senior Consultant, Technical - SR&ED
Core
Assisting clients in identifying and claiming Scientific Research and Experimental Development (SR&ED) tax credits and defending them during Canada Revenue Agency (CRA) reviews.
Role type
Senior Consultant, Technical (SR&ED)
Builds
SR&ED tax credit claims and technical narratives for clients
Domain
Tax advisory / Engineering and Science
Deliverable
client delivery
Required skills
SR&ED tax credit expertise, tax law research, technical narrative writing, expense modeling and calculation, client interviewing, CRA review defense, project management, time tracking
Preferred skills
Sales and business development support, proposal strategy, tool development collaboration
Technologies
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
Responsibilities
Interview clients to uncover eligible projects and prepare T661 filings; Prepare technical narratives identifying employees, subcontractors, and material expenditures; Ensure claims are signed off and completed for CRA filing within 45 days; Advise clients during CRA technical reviews and respond to CRA correspondence; Record client interviews and gather supporting documents; Participate in sales meetings and assist in proposal preparation; Collaborate on firm tool development; Track time by client and activity codes; Assist in developing project work plans.
Seniority
Senior, hands-on IC with potential supervisory responsibilities