Senior Manager, Scientific Research and Experimental Development
Core
Senior Manager leading a team to help clients identify and claim Scientific Research and Experimental Development (SR&ED) tax credits from the Canada Revenue Agency (CRA), including defending claims during reviews.
Role type
Senior Manager, Tax Advisory (SR&ED)
Builds
SR&ED tax credit claims and technical narratives for clients
Domain
Tax law and scientific research (Engineering/Science)
Deliverable
client delivery
Required skills
SR&ED tax credit expertise, tax law research, technical narrative preparation, team leadership, client interviewing, CRA review defense, financial modeling, time tracking, forecasting, training development, relationship management
Preferred skills
Master's or PhD in Engineering or Science, industry experience
Technologies
Microsoft Excel, Microsoft Word, Microsoft Access, Microsoft PowerPoint, Microsoft Outlook
Responsibilities
Provide leadership, guidance, coaching, and mentoring to a team of Managers and Consultants; Interview clients to uncover eligible SR&ED projects and prepare T661 filings; Prepare or supervise preparation of technical narratives for SR&ED tax credit claims; Advise and support clients during CRA technical reviews; Collaborate on developing firm tools for preparing SR&ED claims; Track time and provide analysis on engagement economics; Create forecasts for future claims and allocate work; Research SR&ED tax court cases and develop training sessions; Assist in preparing client presentations and proposals; Meet and develop relationships with CRA auditors; Maintain the firm's SR&ED tax law knowledge base.