LFG Partners is a CPA firm, with divisions in accounting and taxation, corporate finance advisory, and SR&ED and business tax incentives. Our business is growing and we are looking to expand our SR&ED and business tax incentives team. We are seeking a motivated individual to join us as a Technology Advisor.
What will a typical day look like as a Technology Advisor?
At the start, you will be mentored by senior staff and management and develop your knowledge and skills in SR&ED, including the tax and financial issues relating to the Canadian R&D tax credit recovery program. You will learn the aspects of managing a SR&ED return for clients, starting with initial discovery interviews, to writing the project descriptions, to preparing the tax schedules for submission to the CRA. After an initial training and mentoring period, you will start to lead these technical discussions with clients, including meetings with individuals and groups such as CTO, software architects, scientists, machine learning experts, and developers to evaluate their SR&ED claims for eligibility. Through exploratory conversations, you will determine the amount of SR&ED input tax credits they would be able to recover. Clients in our SR&ED and Business Tax Incentives division are primarily in software engineering, with others in biomedical innovation, artificial intelligence, machine learning, wearable technologies, food sciences, fintech, solar technology and radiology.
Your responsibilities:
- Prepare SR&ED schedules and project descriptions
- Lead conversations with clients to uncover and identify SR&ED eligible projects and activities
- Manage client expectations and deadlines
- Provide support for clients in audited CRA claims
- Developing financial and expenditure schedules for SR&ED tax schedules
- Other ad-hoc projects to support the operations and business development
Your experience, skills and background:
- Bachelor or Master’s degree (Computer Science Engineering or Sciences preferred)
- One year experience in similar position (SR&ED) is an asset and preferred
- Able to communicate effectively with clients, including their technical staff
- Great ability to interview clients, to extract and probe information and key concepts
- Able to express technically challenging, and scientific concepts, and able to summarize that information clearly
Why LFG Partners?
At LFG, we provide a wide range of services to clients who are great to work with. In the SR&ED and Business Tax Incentives team, you will see a wide range of fascinating technologies, and have support and mentorship from our senior practitioners. We offer competitive compensation and benefits, and have a fulfilling work environment and ability to grow upwards in the firm.
Salary, based on experience, starting at $52,000 plus commission (estimated at $15,000 to $30,000 per year).
