Senior Tax Consultant – SR&ED

ZerotoOne Strategic

. Collaborate with clients’ financial and technical teams to develop costing models for R&D projects and identify eligible SR&ED expenditures .

Posted 11/1/2026full-timeRemote • CanadaSenior💰 CA$80,000 - CA$110,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in Canadian corporate taxation and SR&ED claims, with strong financial analysis and communication skills to effectively manage client engagements and deliver high-quality results. Proficient in using TaxPrep and advanced spreadsheet tools to support financial calculations and documentation.

Highest-signal resume keywords

Chartered Professional Accountant (CPA)Canadian Corporate TaxationTaxPrep/iFirm ProficiencyFinancial AnalysisClient Communication

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

T2 Corporate Income Tax ReturnsFinancial CalculationsSR&ED Tax Credit ClaimsSpreadsheet SkillsProblem-SolvingAttention to DetailCRA CommunicationProcess ImprovementsClient Engagement ManagementTax Preparation Software

Soft Skills

Written CommunicationVerbal CommunicationRelationship ManagementTeam CollaborationTime Management

Tools & Technologies

Microsoft ExcelTaxPrepIFirmProFileTaxCycleCanTax

Certifications & Qualifications

Chartered Professional Accountant (CPA)

Industry Keywords

SR&ED ExpendituresCRA ReviewsProvincial Tax AuthoritiesInnovation Employment Grant (IEG)R&D Tax Credits

About the role

Key responsibilities & impact

Collaborate with clients’ financial and technical teams to develop costing models for R&D projects and identify eligible SR&ED expenditures
Work with the technical team to assess client operations, financial records, and processes to determine eligible SR&ED costs
Prepare and document financial calculations, supporting schedules, and other documentation required for SR&ED claims
Prepare and review SR&ED tax schedules using TaxPrep
Manage client communications, including information requests, financial discussions, and updates on claim progress
Communicate with the Canada Revenue Agency (CRA) and provincial tax authorities to address inquiries and resolve client matters
Support clients through CRA reviews, including preparing responses to information requests and participating in review meetings
Collaborate with internal team members to ensure accurate, timely, and high-quality deliverables
Contribute to process improvements and other initiatives as required

Requirements

What you’ll need

Chartered Professional Accountant (CPA) designation in good standing
Minimum five years of experience in public accounting practice, with progressively increasing responsibility for client engagements
Strong knowledge of Canadian corporate taxation, including experience preparing T2 Corporate Income Tax Returns and related schedules
Demonstrated experience communicating directly with clients, managing information requests, explaining financial or tax matters, and maintaining strong professional relationships
Proficiency with TaxPrep/iFirm and advanced spreadsheet skills, particularly Microsoft Excel
Strong financial analysis, problem-solving, and attention to detail, with a commitment to accuracy and quality
Excellent written and verbal communication skills, with the ability to explain complex financial matters clearly to clients and colleagues
Proven ability to independently manage multiple client engagements, prioritize competing deadlines, and deliver high-quality work efficiently
Ability to work effectively both independently and within a team in a dynamic, fast-paced consulting environment
Prior SR&ED experience is an asset but is not required
Preferred: one to two or more years of experience preparing SR&ED tax credit claims and supporting clients through CRA reviews or audits
Preferred: previous experience supervising, mentoring, or reviewing the work of junior accounting professionals
Preferred: experience with AI prompt engineering and practical application of AI tools to accounting workflows, financial analysis, data processing, and business operations
Preferred: experience with ProFile, TaxCycle, CanTax, or other Canadian tax preparation software
Preferred: experience preparing claims under provincial programs, particularly Alberta’s Innovation Employment Grant (IEG) or Quebec R&D tax credits
Preferred: experience with, or interest in developing expertise in, other federal and provincial tax incentive programs