Location: Remote (Canada)
Department: Tax & Incentives
Employment Type: Full-Time

About the Role

We are looking for a skilled and proactive Senior Tax Associate – SR&ED; to join our growing team. You’ll work with a diverse client base and our internal technical experts to prepare robust, audit-ready SR&ED; claims that help innovative companies access critical non-dilutive capital.

Key Responsibilities

- Collaborate with client financial and technical teams to build costing models for R&D; projects.

- Analyze client operations, technical documentation, and financial records to identify eligible SR&ED; activities and expenditures.

- Prepare SR&ED; claim support files and technical documentation.

- Use TaxPrep to complete and review tax schedules associated with SR&ED; claims.

- Act as a point of contact for CRA and provincial authorities regarding SR&ED; filings.

- Support clients during CRA reviews, including RFI preparation and participation in CRA interviews.

- Take on ad hoc assignments and provide cross-functional support as needed.

Core Competencies

- Tax and Accounting Expertise: Extensive experience with full-cycle accounting and corporate tax return preparation (T2) for various corporate entities.

- Analytical Thinking: Able to interpret financial statements and develop accurate costing models for companies across varied industries.

- Communication: Transparent, professional communicator—both written and verbal—when dealing with clients, CRA, and internal teams.

- Client Service Orientation: Approaches every interaction with empathy, professionalism, and a drive to add value.

- Detail Orientation: High level of accuracy, especially under time pressure or with multiple client files.

- Initiative: Self-starter who is comfortable navigating ambiguity in a quick-paced environment.

- Collaboration: Able to work cross-functionally and contribute to a positive team culture.

- Time Management: Skilled at prioritizing tasks and managing competing deadlines independently.

Success Metrics





You’ll know you’re succeeding in this role if you:

- Prepare high-quality working papers and tax schedules with minimal revisions and high first-pass approval rates.

- Earn strong client satisfaction scores and positive feedback on professionalism, responsiveness, and clarity.

- Consistently meet internal and client deadlines without compromising accuracy or quality.

- Demonstrate increasing autonomy in claim preparation, client communication, and CRA defense.

- Contribute to team knowledge sharing and improvement of internal claim processes.

Required Qualifications

- Tax/Accounting Experience: 3+ years in accounting or tax, including T2 return preparation.

- Education: Bachelor’s degree (or equivalent) in accounting, tax, finance, or business.

- Software: Proficient with TaxPrep/iFirm and spreadsheet tools (Excel or Google Sheets).

- Other: Strong written and verbal communication skills. Able to work with clients, partners, and CRA professionally.

Preferred Qualifications

- SR&ED; Experience: 1–2+ years preparing and defending SR&ED; claims. Candidates with advanced SR&ED; experience will be considered for senior compensation tiers.

- CPA designation

- Experience with other tax software (ProFile, TaxCycle, CanTax, etc.).

What We Offer

- Flexible Work: Work from anywhere in Canada with optional hybrid office access.

- Growth Opportunities: Work closely with PhDs, former CRA staff, and technical experts committed to your development.

- Impact: Help Canadian innovators unlock capital to grow and scale—your work truly matters.

- Culture: A collaborative, kind, and high-performance team where your ideas are valued.

- Compensation: Competitive salary, Range:$70,000 - $100,000, performance-based bonus, and benefits.

- Professional Development: Paid training, CPA dues reimbursement, and access to internal and external learning resources.

To Apply:
If you’re excited about helping innovative companies access critical funding through SR&ED;, while growing your career at a fast-moving, impact-driven team, we’d love to hear from you.

📌 Remote Senior Tax Associate SR&ED (Pickering)
🏢 021 Strategic
📍 Pickering