Manager - SR&ED (Finance & Tax) (Toronto)

Responsibilities

• Prepare higher complexity SR&ED tax incentive claims and review claims as required.
• Maintain regular contact with assigned clients, communicating directly with client personnel in operations, finance, accounting, payroll, engineering, and their accountants to gather relevant information to prepare project costing and complete tax return input.
• Cultivate strong relationships with clients to uncover SR&ED opportunities, offering bespoke consultation and support throughout the SR&ED claim lifecycle.
• Meet with clients in‑person and virtually to establish engagement plans, assist with evaluation of eligible activities, and gather supporting documentation.
• Provide timely, high‑quality client service that meets or exceeds expectations.
• Partner with technical teams to identify eligible costs, formulate strategic plans, and guarantee a seamless claims process.
• Enhance the SR&ED claim journey for clients, ...