Analyst, SR&ED Tax

Baker Tilly Windsor is looking for a dynamic member to join the SR&ED Tax Incentive team with our firm. With a new office located in the heart of Walkerville, we can offer a unique space to come in every day. We have a great team who works hard and plays hard, including Fridays off in the summer. We’ve thrown axes at the boss (okay, at a picture of the boss), enjoyed wine tours as a group and even spent a day at a watch factory. We respect and promote work-life balance, allowing each of our professionals the ability to schedule their day.

Baker Tilly is one of the largest firms of chartered professional accountants in Canada. We offer the opportunity to pursue your professional accounting career in a large firm with significant resources and mentoring while still enjoying an exceptional work-life balance.

Our unique structure fosters a client-service focus built from local, national and international expertise. We are a proud member of Baker Tilly International, giving us a diversified team of over 25,000 partners and staff spanning 145 countries. Our Windsor office is one of the area's fastest growing accounting and advisory firms in the area. Collectively, we offer a comprehensive range of accounting, auditing, tax and business advisory services to mid-market commercial clients, their shareholders and families, as well as multi-national businesses and not-for-profit organizations.

Your primary responsibilities will include:

• Work collaboratively as a member of our professional services team
• Meet with clients senior financial & technical personnel to develop costing models for R&D projects
• Examine and analyze client operations and processes to determine which qualify for income tax incentives
• Perform and document calculations, prepare memos and/or other tasks required in the completion of claim working notes
• Prepare and/or review related tax schedules
• Liaise with Canada Revenue Agency (CRA) and relevant provincial ministries to favourably resolve client issues
• Consult SR&ED court cases, views and CRA application policies to substantiate claim position
• Supports clients during CRA audits
• Research client issues that arise from compliance or planning work
• Build your knowledge base on industry specific grant application & programs
• Complete additional ad hoc duties or assignments as required

A successful candidate will have:

• Advanced skills in MS Excel and data analysis tools
• Background in Finance, Accounting, Commerce or related disciplines
• Knowledgeable in current accounting principles
• Demonstrated client service excellence
• Comfortable dealing with client personnel at all levels of management
• Self-motivated, organized and proactive
• Excellent interpersonal skills
• Outgoing, self-confident, and able to achieve individual and team objectives
• Positive approach, willingness to learn and multi-tasking abilities
• Ability to work under pressure, be adaptable, and meet strict deadlines
• Corporate tax knowledge would be an asset
• Familiarity with the Canadian SR&ED program and other government assistance programs would be an asset