03 Nov
|
ZerotoOne Strategic
|
Toronto
03 Nov
ZerotoOne Strategic
Toronto
Location:
Remote within Canada Employment type: Full time About Zero To One Strategic Zero To One Strategic is a consultancy that helps innovative Canadian companies unlock non-dilutive funding through SR&ED; and other government programs. Our team includes former CRA auditors, software engineers, and grant strategists who are passionate about driving results for tech-focused founders and CFOs. Position Overview We are seeking an experienced CPA to join our team as a Senior Tax Consultant, specializing in Scientific Research and Experimental Development (SR&ED;) tax incentives. In this client-facing role, you will work closely with clients and our technical team to identify eligible R&D; expenditures, prepare SR&ED; tax credit claims, and support clients through CRA reviews. The ideal candidate brings a strong background in public practice, excellent analytical and communication skills, and the ability to independently manage multiple client engagements. Prior SR&ED; experience is an asset but is not required.
Key Responsibilities
• Collaborate with clients’ financial and technical teams to develop costing models for R&D; projects and identify eligible SR&ED; expenditures.
• Work with our 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. Required Qualifications
• CPA Designation: Chartered Professional Accountant (CPA) designation in good standing.
• Public Practice
Experience:
Minimum five years of experience in public accounting practice, with progressively increasing responsibility for client engagements.
• Corporate Tax
Experience:
Strong knowledge of Canadian corporate taxation, including experience preparing T2 Corporate Income Tax Returns and related schedules.
• Client Management: Demonstrated experience communicating directly with clients, managing information requests, explaining financial or tax matters, and maintaining solid professional relationships.
• Technical Proficiency: Proficiency with TaxPrep/iFirm and advanced spreadsheet skills, particularly Microsoft Excel.
• Analytical
Skills:
Strong financial analysis, problem-solving, and attention to detail, with a commitment to accuracy and quality.
• Communication
Skills:
Excellent written and verbal communication skills, with the ability to explain complex financial matters clearly to clients and colleagues.
• Engagement Management: Proven ability to independently manage multiple client engagements, prioritize competing deadlines, and deliver high-quality work efficiently.
• Collaboration and Adaptability: Ability to work effectively both independently and within a team in a dynamic, fast-paced consulting environment. Preferred Qualifications
• SR&ED;
Experience:
One to two or more years of experience preparing SR&ED; tax credit claims and supporting clients through CRA reviews or audits.
• Supervisory
Experience:
Previous experience supervising, mentoring, or reviewing the work of junior accounting professionals.
• AI and Automation: Experience with AI prompt engineering and the practical application of AI tools to accounting workflows, financial analysis, data processing, and business operations.
• Additional Tax Software: Experience with ProFile, TaxCycle, CanTax, or other Canadian tax preparation software.
• Provincial R&D; Incentives: Experience preparing claims under provincial programs, particularly Alberta’s Innovation Employment Grant (IEG) or Quebec R&D; tax credits.
• Other Tax Incentives: Experience with, or an interest in developing expertise in, other federal and provincial tax incentive programs. Compensation CAD $80,000–$110,000 annually, commensurate with qualifications and relevant experience. Candidates with prior SR&ED; experience may be considered for the higher end of the compensation range.
📌 Senior Tax Consultant (Toronto)
🏢 ZerotoOne Strategic
📍 Toronto