Back to results

IT & Innovation Consultant, SR&ED

  • Windsor, ON, Canada

Full-time

Applications open in a new tab.

Job details

Job type
Full-time
Apply by
Posting language
English
Posted

Original job description

SR&ED Client And Technical Documentation Responsibilities

  • Lead client interviews with developers, technical leads, project managers, and business owners, asking clear follow-up questions to gather complete and accurate technical information.
  • Learn to identify software development activities that may qualify under Canada’s SR&ED program.
  • Assist in documenting technological uncertainties, hypotheses, experiments, iterations, and results.
  • Draft clear technical narratives and supporting project descriptions for review by senior team members.
  • Gather and organize supporting evidence such as project plans, tickets, design documents, test results, development logs, and source-control records.
  • Work with the SR&ED costing team to connect technical activities with project personnel, timelines, and expenditures.
  • Assist with claim preparation, file organization, deadline tracking, and quality-control procedures.
  • Support responses to CRA technical questions and reviews under the guidance of senior consultants.
  • Research CRA SR&ED guidance and develop knowledge of the Canadian SR&ED program.
  • Build positive working relationships with clients and provide responsive, professional service.


Internal Automation And Innovation Responsibilities

  • Assist our internal developer with automation projects during periods of lower SR&ED workload, particularly following the tax season.
  • Help document existing workflows, gather user requirements, and identify practical automation opportunities.
  • Support the development, configuration, testing, and rollout of internal tools and process improvements.
  • Assist with AI-enabled workflows, integrations, scripts, data handling, and knowledge-management initiatives, based on experience and project needs.
  • Prepare user documentation, testing notes, process maps, and training materials.
  • Work with finance, HR, administration, tax, and other internal teams to troubleshoot issues and improve adoption.
  • Follow the firm’s privacy, security, change-management, and documentation requirements.


Qualifications

  • Degree or diploma in computer science, software engineering, information systems, computer engineering, data analytics, or a related technology discipline.
  • One to three years of relevant experience in software development, systems analysis, quality assurance, technical support, business systems, data, or automation. Strong new graduates with relevant co-op or project experience may also be considered.
  • Working knowledge of software development lifecycles and the ability to understand and discuss technical problem-solving.
  • Demonstrated experience producing clear, accurate technical documentation for technical and non-technical readers. Examples may include requirements documents, design documentation, test reports, research reports, implementation notes, technical procedures, or comparable professional or academic work.
  • Ability to conduct structured conversations with clients and technical personnel, ask effective follow-up questions, and explain technical matters clearly and professionally.
  • Curiosity, attention to detail, sound organization, and a willingness to learn.
  • Ability to manage multiple assignments and work effectively with both technical and non-technical stakeholders.


Technical Experience That Would Be An Asset

  • Experience with one or more of Python, JavaScript, SQL, APIs, cloud platforms, source control, or low-code automation tools.
  • Exposure to AI tools, process automation, data transformation, software testing, or application integration.
  • Experience preparing technical documentation or interviewing users and developers.
  • Previous exposure to SR&ED, tax incentives, public accounting, or professional services. Direct SR&ED experience is not required.


What Success Looks Like

  • Technical information is gathered thoroughly and turned into clear, accurate claim documentation.
  • The consultant develops sound judgment about SR&ED eligibility and supporting evidence.
  • Clients and internal team members receive organized, responsive support.
  • Internal automation projects are tested, documented, and implemented in a practical and sustainable way.


Application Information:

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.

If you are interested in applying for this position, submit your resume and cover letter to btw-hr@bakertilly.ca.

We thank all applicants for their interest but only those candidates selected for an interview will be contacted.
More about this job

Responsibilities

Interview clients and technical personnel, document software development activities and supporting evidence for SR&ED claims, and assist with claim preparation and CRA reviews. Support internal automation and innovation projects by gathering requirements, testing and documenting tools, and helping teams adopt process improvements.

Requirements

A degree or diploma in a technology-related discipline and 1–3 years of relevant experience are sought; strong new graduates with relevant co-op or project experience may also be considered. Candidates should understand software development lifecycles, produce clear technical documentation, communicate effectively with technical and non-technical stakeholders, and be organized and detail-oriented.

Skills

  • Technical Documentation
  • Client Interviews
  • SR&ED Claim Preparation
  • Technical Problem-Solving
  • Requirements Gathering
  • Process Automation
  • Software Testing
  • AI-Enabled Workflows
  • Data Handling
  • Project Organization
  • Stakeholder Communication
  • Quality Assurance
  • Research
  • Change Management

Benefits

  • Benefits Package

Visa sponsorship

Not detected in the job text

Categories

  • Consulting
  • Finance & Accounting
  • Technology
  • Software
  • Data & Analytics

Keywords

  • SR&ED
  • Canadian SR&ED Program
  • CRA
  • Technical Documentation
  • Software Development
  • Technological Uncertainty
  • Hypotheses
  • Experiments
  • Claim Preparation
  • Supporting Evidence
  • Project Plans
  • Source Control
  • Costing
  • Quality Control
  • Client Interviews
  • Process Automation
  • Artificial Intelligence
  • Python
  • JavaScript
  • SQL
  • APIs
  • Cloud Platforms
  • Low-Code Automation
  • Software Testing
  • Data Transformation
  • Application Integration
  • Requirements Gathering
  • Change Management
  • Public Accounting

Report this job