IT & Innovation Consultant, SR&ED

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 an IT & Innovation Consultant, SR&ED 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:

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.
  
  
  

What you bring to the table:

• 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.
  
  
  

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 contribution builds a stronger future. If you’re ready to make an impact, we’re ready to meet you. We offer a competitive remuneration package based on experience and qualifications. If you are a qualified candidate, please apply now. While we appreciate all applications, only candidates selected for an interview will be contacted.