SR&ED Costing Manager
- Windsor, ON, Canada
Full-time
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Job details
- Job type
- Full-time
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- Posting language
- English
- Posted
Original job description
Your Role
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.
- 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.
- 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.
- 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.
- Undergraduate degree in accounting, finance, taxation, business administration, or a related field.
- CPA designation is preferred. A strong 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.
- Strong written and verbal communication skills, sound professional judgment, and careful attention to detail.
- Ability to manage several engagements and deadlines while maintaining consistent quality.
- 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.
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
Prepare, review, and reconcile SR&ED expenditure calculations and financial filing components, coordinating with clients and technical consultants to support accurate, compliant claims. Lead or support CRA reviews and claim defence, manage client engagements, coach junior staff, improve practice tools, and contribute to business development.
Requirements
A degree in accounting, finance, taxation, business administration, or a related field is requested, with a CPA designation preferred. Candidates should have at least five years of relevant experience, demonstrated SR&ED costing and CRA review experience, strong financial and tax knowledge, advanced Excel skills, and the ability to manage multiple deadlines.
Skills
- SR&ED Costing
- Expenditure Eligibility Analysis
- Payroll Allocation
- Project Costing
- Financial Statement Analysis
- Corporate Tax
- Microsoft Excel
- Tax Filing Preparation
- Financial Reconciliation
- CRA Review Support
- Engagement Management
- Staff Coaching
- Quality Control
- Written and Verbal Communication
Visa sponsorship
Not detected in the job text
Categories
- Finance & Accounting
- Consulting
- Management & Leadership
Keywords
- SR&ED
- Scientific Research and Experimental Development
- SR&ED Expenditure Calculations
- Form T661
- Federal Tax Claims
- Provincial Tax Incentives
- Payroll Allocations
- Subcontractor Costs
- Materials Costs
- Overhead Costs
- Prescribed Proxy Amount
- Traditional Method
- Project Costing
- Time Tracking
- General Ledger
- Financial Statements
- Corporate Income Tax Returns
- CRA Reviews
- Claim Defence
- Microsoft Excel
- TaxPrep
- CaseWare
- CPA
- Quality Control
- Client Engagement Management