Senior Tax Advisor - Contract, Fractional or Flexible-Term Opportunity

Job summary

Manage or support client relationships, lead strategic discussions, and coordinate service delivery with Copoint colleagues and external advisors. Prepare and review SR&ED claims, respond to CRA reviews and information requests, research tax developments, and support client decisions through business analysis.

Job details

Senior Tax Advisor- Contract, Fractional or Flexible-Term Opportunity Leave Routine Compliance Behind We work with some of Canada’s most innovative businesses, helping them access SR&ED tax incentives and innovation funding that accelerate growth. Our clients are developing new technologies, improving products, solving complex engineering challenges, and creating the future of their industries. As a Senior Tax Advisor, you’ll work directly with owners, executives, finance leaders, and the rest of the Copoint team to help clients maximize opportunities, navigate the CRA process, and make informed strategic decisions. We are open to different ways of working together. This opportunity may suit an independent contractor, fractional professional, fixed-term employee, or experienced tax advisor looking for flexible or shorter-term work. The engagement can be structured around approximately 20 to 30 hours per week or another mutually agreeable level of availability. In This Role You Will Engage with key individuals at all levels within our diverse client base, including CEOs, CFOs, tax personnel, engineers, and technology personnel. Own selected client relationships or augment existing Copoint client teams, depending on your experience, availability, and the needs of the engagement. Lead client meetings and strategic discussions. Coordinate service delivery with other client leads and technical counterparts. Prepare and review SR&ED claims and supporting documentation. Navigate CRA reviews, audits, and information requests. Collaborate with external accounting firms and advisors. Support strategic decisions through sound business analysis. Research emerging tax issues and policy developments. Where appropriate, support new client opportunities and referral relationships. We’re Looking for Someone Who Has experience in public or private practice, including direct client interaction and responsibility for managing client files. Has three to five years of Canadian corporate tax experience. Holds a CPA designation or has equivalent experience. Enjoys building relationships and becoming a trusted advisor. Communicates confidently with executives and business owners. Is curious, analytical, and eager to continuously learn. Thrives in a team-oriented environment. Wants to have a direct impact on client success. Values flexibility and can contribute meaningfully within a part-time, fractional, contract, or fixed-term arrangement. Can work independently while integrating effectively with Copoint’s client delivery team. Why Professionals Choose Copoint We’re intentionally different from larger accounting firms. We prioritize collaboration over hierarchy, quality over bureaucracy, and sustainable success over burnout. Our team works hard, supports each other, and takes pride in delivering exceptional results. We believe talented professionals do their best work when they’re trusted, supported, and given the flexibility to determine how they can contribute most effectively. What We Offer A flexible contract, fractional, part-time, or fixed-term arrangement A mutually agreed level of availability, potentially around 20 to 30 hours per week Competitive compensation negotiated based on experience, availability, and the scope of the engagement The ability to work remotely from anywhere in Canada Engaging work with innovative Canadian businesses Collaboration with an experienced, supportive team Opportunities to lead client discussions and contribute at a senior level The potential to transition into a permanent role if there is a strong mutual fit Flexibility to structure the engagement around other professional or personal commitments Bring Your Experience to Something Meaningful If you’re an experienced tax professional looking for engaging client work without necessarily committing to a traditional full-time position, we’d like to hear from you. Please submit your resume with “Senior Tax Advisor – Flexible Engagement – [YOUR NAME]” in the subject line to careers@copoint.ca. In your email, please tell us: The type of working arrangement you are seeking Your approximate weekly availability Your experience with Canadian corporate tax and SR&ED Whether you would be interested in a potential permanent position in the future We thank all interested applicants; however, only those under consideration will be contacted.

What you’ll do

Manage or support client relationships, lead strategic discussions, and coordinate service delivery with Copoint colleagues and external advisors. Prepare and review SR&ED claims, respond to CRA reviews and information requests, research tax developments, and support client decisions through business analysis.

Requirements

Candidates should have three to five years of Canadian corporate tax experience, a CPA designation or equivalent experience, and experience managing client files with direct client interaction. They should communicate confidently with executives, work independently while collaborating with a team, and be able to contribute in a flexible part-time, fractional, contract, or fixed-term arrangement.

Benefits

• Flexible Work Arrangement
• Remote Work
• Competitive Compensation
• Potential Permanent Employment

Listed skills

• Team Collaboration · Preferred
• Business analysis · Preferred
• Client Relationship Management · Preferred
• Relationship Building · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Canadian Corporate Tax
• SR&ED Tax Claims
• Client Relationship Management
• Client Meeting Leadership
• Strategic Discussions
• CRA Reviews and Audits
• Tax Research
• Business Analysis
• Executive Communication
• Supporting Documentation
• Service Delivery Coordination
• External Advisor Collaboration
• Relationship Building
• Analytical Thinking
• Independent Work
• Team Collaboration

Job areas

• Finance & Accounting
• Consulting
• Management & Leadership

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