24 Oct
|
Baker Tilly Canada
|
Windsor
24 Oct
Baker Tilly Canada
Windsor
Be part of something bigger. Build with us today — Now, for tomorrow.
At Baker Tilly, we care about the impact you make. That’s why we’re invested in your growth from day one—because the steps you take today define your tomorrow.
We are looking for a SR&ED; Costing Manager to join our team—a role where your expertise will drive meaningful outcomes and your ambition will help shape what comes next. Here, you’ll collaborate with a dynamic team of professionals, united by a shared commitment to making a difference—for our clients, our communities, and one another.
Baker Tilly is a leading advisory and accounting firm dedicated to building better futures. With global reach and local roots, we combine the scale of a network with the trust of strong relationships. From audit and tax to consulting and specialist advisory services, we help clients navigate complexity and seize opportunity with clarity.
Your role
- Prepare and review detailed SR&ED; expenditure calculations for federal and applicable provincial claims.
- Analyze payroll, subcontractor, materials, overhead, and other expenditures for eligibility under the SR&ED; program.
- Apply the prescribed proxy amount or traditional method, as appropriate, and document the methodology used.
- Complete and review the financial portions of SR&ED; filings, including Form T661 and related schedules.
- Reconcile claim calculations to payroll records, general ledgers, financial statements, and corporate income tax returns.
- Work with clients to establish reasonable project allocation and time-tracking methodologies.
- Collaborate with technical SR&ED; consultants to ensure the financial claim aligns with the eligible work described in the technical documentation.
- Identify opportunities to improve claim completeness while maintaining a practical, well-supported, and compliant approach.
- Manage multiple client engagements, timelines, information requests, and filing deliverables.
- Provide timely, high-quality client service throughout the engagement.
CRA reviews and claim support
- Lead or support responses to CRA financial review questions and requests for information.
- Prepare organized supporting documentation packages and explain costing assumptions and allocation methodologies.
- Attend CRA meetings with clients and the SR&ED; engagement team, as required.
- Assist with objections or other claim defence activities in collaboration with the firm’s tax professionals.
Practice leadership
- Review the work of junior team members and provide practical coaching and feedback.
- Develop and improve costing templates, checklists, procedures, and quality-control practices.
- Monitor changes to SR&ED; legislation, CRA policies, and relevant federal and provincial tax incentives.
- Support client presentations, proposals, referral relationships, and other business development activities.
- Build strong working relationships with internal tax teams, partners, and technical SR&ED; professionals.
What you bring to the table
- Undergraduate degree in accounting, finance, taxation, business administration, or a related field.
- CPA designation is preferred. A solid combination of relevant education and experience will also be considered.
- Five or more years of experience in SR&ED; consulting, public accounting, taxation, corporate finance, or a related field.
- Demonstrated experience preparing SR&ED; cost calculations and supporting clients through CRA reviews.
- Strong knowledge of payroll allocations, project costing, financial statement analysis, and corporate tax concepts.
- Advanced Microsoft Excel skills. Experience with TaxPrep, CaseWare, or similar tax and accounting systems is an asset.
- Robust written and verbal communication skills, sound professional judgment, and careful attention to detail.
- Ability to manage several engagements and deadlines while maintaining consistent quality.
What Success Looks Like
- Claims are accurate, reconciled, well-supported, and filed on time.
- Clients understand the financial requirements of the SR&ED; program and are better prepared for future claims.
- Technical and financial workstreams are coordinated effectively.
- Junior staff receive clear direction and the practice continues to improve its tools and processes.
We offer a very competitive salary and benefits package based on experience and qualifications, as well as the opportunity to excel and advance your career in a dynamic public accounting environment.
When you join Baker Tilly, you become part of something bigger - an ambitious, forward-thinking company that puts people first. Ideas matter, perspectives count, and every
📌 SR&ED Costing Manager (Windsor)
🏢 Baker Tilly Canada
📍 Windsor