Specialist, SR&ED – Tax Incentives Practice

KPMG•Toronto, ON

2d•Hybrid

About The Position

Canada’s Scientific Research and Experimental Development (SR&ED) program is one of the country’s largest tax incentive programs, designed to support research and development activities and foster technological innovation. KPMG’s Tax Incentives Practice (TIP) is a multidisciplinary team of engineers and accountants that helps clients access tax savings through incentive programs such as SR&ED. The practice works with organizations across a wide range of industries and technologies. KPMG is seeking a technology‑minded professional to join its SR&ED Tax Incentives group. This opportunity is well suited to an engineering or computer science professional with experience in software development who is interested in transitioning into a consultative, client‑facing role. In this role, you will engage with CTOs, chief architects, and software developers to assess client projects for SR&ED eligibility. You will identify qualifying software and engineering activities, rapidly understand new technical concepts, and translate complex development work into clear, defensible technical narratives. You will also support Canada Revenue Agency (CRA) reviews, including participating in meetings to explain and defend submitted claims when required.

Requirements

B.Sc. or M.Sc. in Computer Science, Software Engineering, Electrical Engineering, or a related field
Strong written and verbal communication skills in English, with the ability to explain technical concepts clearly
Solid knowledge of software development and IT technologies, including relevant terminology and development practices
Demonstrated ability to ask effective questions, identify root causes, and understand complex R&D challenges
Experience working directly with clients and managing expectations across varying technical backgrounds
Strong organizational skills with the ability to prioritize work across multiple engagements

Nice To Haves

Experience in software development or other IT focused R&D roles, or prior SR&ED consulting experience, is an asset
Knowledge of CRA SR&ED tax rules is an asset

Responsibilities

Conduct in depth interviews with client stakeholders to gather technical information and develop clear, persuasive SR&ED project justifications
Analyze client technologies, products, and development processes to identify qualifying R&D activities
Translate complex software architectures, frameworks, integrations, and algorithms into concise technical summaries
Manage multiple client engagements, including planning, prioritization, and delivery within agreed timelines and budgets
Build and maintain effective client relationships across technical and senior management audiences
Support CRA reviews by preparing documentation and participating in meetings to explain and defend SR&ED claims
Stay current on emerging technologies and trends in software development, artificial intelligence, machine learning, and data analytics
Maintain an understanding of the SR&ED program and monitor legislative or administrative changes