Senior Tax Consultant - SR&ED

Location:

Remote within Canada

Employment type:

Full-time

About Zero To One Strategic
Zero To One Strategic is a consultancy that helps innovative Canadian companies unlock non-dilutive funding through SR&ED and other government programs. Our team includes former CRA auditors, software engineers, and grant strategists who are passionate about driving results for tech-focused founders and CFOs.

Position Overview
We are seeking an experienced CPA to join our team as a Senior Tax Consultant, specializing in Scientific Research and Experimental Development (SR&ED) tax incentives.

In this client-facing role, you will work closely with clients and our technical team to identify eligible R&D expenditures, prepare SR&ED tax credit claims, and support clients through CRA reviews. The ideal candidate brings a strong background in public practice, excellent analytical and communication skills, and the ability to independently manage multiple client engagements.

Prior SR&ED experience is an asset but is not required.

Key Responsibilities

Collaborate with clients' financial and technical teams to develop costing models for R&D projects and identify eligible SR&ED expenditures.

Work with our technical team to assess client operations, financial records, and processes to determine eligible SR&ED costs.

Prepare and document financial calculations, supporting schedules, and other documentation required for SR&ED claims.

Prepare and review SR&ED tax schedules using Tax Prep.

Manage client communications, including information requests, financial discussions, and updates on claim progress.

Communicate with the Canada Revenue Agency (CRA) and provincial tax authorities to address inquiries and resolve client matters.

Support clients through CRA reviews, including preparing responses to information requests and participating in review meetings.

Collaborate with internal team members to ensure accurate, timely, and high-quality deliverables.

Contribute to process improvements and other initiatives as required.

Required Qualifications

CPA Designation:
Chartered Professional Accountant (CPA) designation in good standing.

Public Practice

Experience:

Minimum five years of experience in public accounting practice, with progressively increasing responsibility for client engagements.

Corporate Tax

Experience:

Strong knowledge of Canadian corporate taxation, including experience preparing T2 Corporate Income Tax Returns and related schedules.

Client Management:
Demonstrated experience communicating directly with clients, managing information requests, explaining financial or tax matters, and maintaining strong professional relationships.

Technical Proficiency:
Proficiency with Tax Prep/iFirm and advanced spreadsheet skills, particularly Microsoft Excel.

Analytical

Skills:

Strong financial analysis, problem-solving, and attention to detail, with a commitment to accuracy and quality.

Communication

Skills:

Excellent written and verbal communication skills, with the ability to explain complex financial matters clearly to clients and colleagues.

Engagement Management:
Proven ability to independently manage multiple client engagements, prioritize competing deadlines, and deliver high-quality work efficiently.

Collaboration and Adaptability:
Ability to work effectively both independently and within a team in a dynamic, fast-paced consulting environment.

Preferred Qualifications

SR&ED

Experience:

One to two or more years of experience preparing SR&ED tax credit claims and supporting clients through CRA reviews or audits.

Supervisory

Experience:

Previous experience supervising, mentoring, or reviewing the work of junior accounting professionals.

AI and Automation:

Experience with AI prompt engineering and the practical application of AI tools to accounting workflows, financial analysis, data processing, and business operations.

Additional Tax Software:

Experience with Pro File, Tax Cycle, Can Tax, or other Canadian tax preparation software.

Provincial R&D

Incentives:

Experience preparing claims under provincial programs, particularly Alberta’s Innovation Employment Grant (IEG) or Quebec R&D tax credits.

Other Tax

Incentives:

Experience with , or an interest in developing expertise in, other federal and provincial tax incentive programs.

Compensation
CAD $80,000–$110,000 annually, commensurate with qualifications and relevant experience. Candidates with prior SR&ED experience may be considered for the higher end of the compensation range.