Specialist, SR&ED Tax Incentives

• SR&ED (Canada)

• Software and IT R&D vocabulary

  The posting is aimed at engineering and computer-science people who can talk stacks, models, and systems with client developers.

• Root-cause interviewing

  You must ask questions that reach the technical obstacle, then stop when the answer is routine development.

• Claim defense

  CRA review support is named. You may have to explain a narrative in a meeting, not only write it.

• Technical justification writing

  Concise summaries are the work product. Specialist implies a reviewer will rely on your draft.

• Engagement economics

  Planning, timelines, and budgets are in the duties. Delivery is managed, not open-ended research.

• AI and data-project literacy

  The posting tells you to stay current on AI, machine learning, and analytics because clients claim that work.

• CRA SR&ED rules

  Listed as an asset. Enough working knowledge to know the three criteria and common software exclusions will show in the interview.

• Stakeholder range

  Technical staff and senior management are both audiences. You need two registers.

1. Prepare a CRA-style question even if you have not attended a review. 'Why was this sprint experimental?' Answer with evidence you would have asked the client to keep.
2. Walk through an AI or data project carefully. Say what was uncertain in the method, not that the company 'uses AI.' Over-claiming AI is a known weak tell.
3. Specialist interviews often include a writing prompt or a live summary. Practice turning a messy developer explanation into five sentences with a clear exclusion.
4. Budgets: describe how you would sequence interviews, drafting, and review across two files with the same filing date. They wrote timelines into the job.
5. Toronto versus other offices: state where you can work on day one. Do not make them infer it from your address.

Preparation from the public posting. Not the employer's interview script, and not tax advice.

• Use the word Specialist only as their title, not as a self-granted rank. Your headline should be your real title plus SR&ED or software R&D.
• If you have consulting files, lead with count, sectors, and whether you attended a review. If you have only engineering files, lead with systems and a retrospective eligibility note.
• Put CRA, SR&ED, and technical interviews in the top half if they are true. Assets they listed should be visible, not buried.
• Show budget or deadline control in one bullet. A specialist resume that reads like a research fellowship misses the posting.
• English clarity matters. Short bullets. No stacked clauses. The posting is explicit about concise explanation.

Illustrative for requisition 32547. Swap in real files. Do not invent CRA results, client names, or refund amounts.

• Drafted SR&ED technical narratives for software claimants after interviews with architects and developers, including an explicit list of excluded routine work.
• Prepared the document set for a review meeting and explained, in plain language, which experiments supported the uncertainty statement.
• Ran two claims on the same filing calendar, with interview dates, draft dates, and open questions written down for the manager.
• Assessed a machine-learning feature for eligibility and documented why data cleaning and dashboard work sat outside the claim.
• Kept written status notes that a tax colleague could use without re-interviewing the client.

• Job 32547 on careers.kpmg.ca is the source. If a board says Vaughan and KPMG says Toronto, follow KPMG.
• Defense experience is rare at this level. A clear story about evidence you would bring to a review is enough if you have not sat in one.
• Pair this reading with the KPMG Canada firm profile so you see the employer in the directory, then apply on KPMG's site.
• Resume examples on this page are patterns. Copying them verbatim is obvious and useless.

What is the KPMG Specialist, SR&ED role?

A technical incentives seat focused on software and IT R&D. You interview client engineers, write justifications, manage engagement timing, and support CRA reviews. It sits in KPMG Canada's tax incentives practice.

Where is requisition 32547 located?

KPMG's careers title places it in Toronto. Some mirrors mention Vaughan. Use the city on the KPMG application page.

What background fits this specialist job?

A degree in computer science, software engineering, electrical engineering, or a related field. Software development, IT R&D, or earlier SR&ED consulting is described as an asset in public copies. Confirm the live list.

Will I talk to the CRA?

The posting includes supporting CRA reviews and attending meetings to explain claims. You may not lead the first review, but you should expect to help defend the technical story.

How do I show AI project experience without over-claiming?

Describe the method that was uncertain and the work you would exclude (labeling pipelines, ordinary integration, dashboards). The posting asks you to stay current on AI because clients claim it, not because every AI task qualifies.

Is this page the application?

No. Apply at KPMG. Credit Index indexes the opening and publishes preparation notes. Direct apply on the Index is false.