Investment and finance expert evaluating AI - generated valuation and investment analyses for Gramian Consultancy. Creating expert prompts, reference answers, and structured feedback to improve AI models.
About the role
- RSM tax-credit manager preparing and defending SR&ED claims and Clean Economy incentives. Advising Canadian businesses on eligible costs, credits, grants, and compliance.
Responsibilities
- Prepare higher-complexity SR&ED tax incentive claims and assist with claim reviews
- Maintain contact with clients and gather information from operations, finance, accounting, payroll, engineering, and accounting partners
- Prepare project costing and complete tax return input
- Support client engagements involving Clean Economy Investment Tax Credits and other government incentives
- Assess eligibility, classify eligible expenditures and capital assets, quantify potential benefits, and support documentation and claim preparation
- Cultivate client relationships and provide consultation throughout the SR&ED claim lifecycle
- Meet with clients in person and virtually to establish engagement plans, evaluate eligible activities, and gather supporting documentation
- Collaborate with technical, engineering, accounting, tax, and finance professionals to bridge project facts, cost support, tax legislation, and client-ready deliverables
- Lead clients through FTCAS or Review/Audit processes with the Canada Revenue Agency and provincial bodies
- Gather and submit requested information and documents and attend CRA or provincial meetings
- Advise on tax credits and deductions and develop practical advice on Clean Economy ITCs, grants, and incentives
- Manage a portfolio of client engagements and deliver work on time and within budget
- Assist with forecasting and management of larger or more complex engagements
- Contribute to business development by identifying, researching, and pursuing incentives opportunities
- Pursue ongoing education and contribute to development of the team’s SR&ED finance/tax, Clean Economy, and incentives capabilities
Requirements
- 2 to 5+ years of previous experience claiming SR&ED tax credits and supporting claim defense
- Finance/tax-focused experience including costing, eligible expenditure analysis, documentation support, and tax return input
- Experience with, or strong interest in developing expertise in, Clean Economy ITCs or other federal and provincial incentives
- Undergraduate university degree in business, accounting, tax, corporate finance, or equivalent
- Strong ability to interpret tax legislation and administrative guidance, analyze cost and capital data, and communicate conclusions to technical and non-technical stakeholders
- Proficiency using TaxPrep/iFirm and MS Office (Word, Excel, Outlook)
- Strong Excel skills for costing, allocation, and support schedules
- Outstanding client service abilities and superior verbal and written communication skills
- Ability to collaborate across SR&ED finance, technical, tax, and industry teams
- Ability to manage multiple client assignments, prioritize tasks, and work autonomously to meet deadlines
- MPAcc or equivalent and/or CPA designation preferred but not required
- In-depth Tax course completion considered an asset
- Experience with other tax preparation software such as ProFile, TaxCycle, or CanTax preferred
- Experience claiming Alberta Innovation Employment Grant and/or Quebec R&D credit preferred
- Experience with Clean Technology, Clean Technology Manufacturing, Clean Hydrogen, CCUS, and Clean Electricity ITCs preferred
- Familiarity with energy transition, decarbonization, critical minerals, clean technology, manufacturing, hydrogen, electricity, carbon capture, or other capital-intensive sectors preferred
- Bilingualism in English and French would be an asset
Benefits
- Discretionary bonus based on firm and individual performance
- Competitive benefits and compensation package
- Flexible schedule
- Flexibility to work in-office, hybrid, or fully remote
- Ongoing education and professional development opportunities
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