SR&ED Client And Technical Documentation Responsibilities
- Lead client interviews with developers, technical leads, project managers, and business owners, asking clear follow-up questions to gather complete and accurate technical information.
- Learn to identify software development activities that may qualify under Canada’s SR&ED program.
- Assist in documenting technological uncertainties, hypotheses, experiments, iterations, and results.
- Draft clear technical narratives and supporting project descriptions for review by senior team members.
- Gather and organize supporting evidence such as project plans, tickets, design documents, test results, development logs, and source-control records.
- Work with the SR&ED costing team to connect technical activities with project personnel, timelines, and expenditures.
- Assist with claim preparation, file organization, deadline tracking, and quality-control procedures.
- Support responses to CRA technical questions and reviews under the guidance of senior consultants.
- Research CRA SR&ED guidance and develop knowledge of the Canadian SR&ED program.
- Build positive working relationships with clients and provide responsive, professional service.
Internal Automation And Innovation Responsibilities
- Assist our internal developer with automation projects during periods of lower SR&ED workload, particularly following the tax season.
- Help document existing workflows, gather user requirements, and identify practical automation opportunities.
- Support the development, configuration, testing, and rollout of internal tools and process improvements.
- Assist with AI-enabled workflows, integrations, scripts, data handling, and knowledge-management initiatives, based on experience and project needs.
- Prepare user documentation, testing notes, process maps, and training materials.
- Work with finance, HR, administration, tax, and other internal teams to troubleshoot issues and improve adoption.
- Follow the firm’s privacy, security, change-management, and documentation requirements.
Qualifications
- Degree or diploma in computer science, software engineering, information systems, computer engineering, data analytics, or a related technology discipline.
- One to three years of relevant experience in software development, systems analysis, quality assurance, technical support, business systems, data, or automation. Strong new graduates with relevant co-op or project experience may also be considered.
- Working knowledge of software development lifecycles and the ability to understand and discuss technical problem-solving.
- Demonstrated experience producing clear, accurate technical documentation for technical and non-technical readers. Examples may include requirements documents, design documentation, test reports, research reports, implementation notes, technical procedures, or comparable professional or academic work.
- Ability to conduct structured conversations with clients and technical personnel, ask effective follow-up questions, and explain technical matters clearly and professionally.
- Curiosity, attention to detail, sound organization, and a willingness to learn.
- Ability to manage multiple assignments and work effectively with both technical and non-technical stakeholders.
Technical Experience That Would Be An Asset
- Experience with one or more of Python, JavaScript, SQL, APIs, cloud platforms, source control, or low-code automation tools.
- Exposure to AI tools, process automation, data transformation, software testing, or application integration.
- Experience preparing technical documentation or interviewing users and developers.
- Previous exposure to SR&ED, tax incentives, public accounting, or professional services. Direct SR&ED experience is not required.
What Success Looks Like
- Technical information is gathered thoroughly and turned into clear, accurate claim documentation.
- The consultant develops sound judgment about SR&ED eligibility and supporting evidence.
- Clients and internal team members receive organized, responsive support.
- Internal automation projects are tested, documented, and implemented in a practical and sustainable way.
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.
