SR&ED Costing Manager

SR&ED Costing Manager

Your Role

• 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.

CRA Reviews and Claim Support

• 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.

Practice Leadership

• 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.

Qualifications

• 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.

What Success Looks Like

• 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.

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.