Aradhana Arvind Tiwari

Canada R&D Tax Credit (SR&ED)

• Led technical assessments and documentation for Scientific Research and Experimental Development (SR&ED) tax credit claims across multiple industries, including technology, pharmaceuticals, and manufacturing.
• Collaborated closely with client engineering, finance, and tax teams to identify eligible R&D projects and prepare technical narratives for CRA submission.
• Conducted in-depth eligibility assessments aligned with CRA guidelines, ensuring risk mitigation and maximum credit recovery.
• Developed customized claim strategies, improving turnaround times and increasing client credit success rates by 15–20%.
• Managed client relationships across portfolios worth CAD 5M+, overseeing end-to-end project delivery and stakeholder communication.
• Mentored and trained junior staff on technical report writing, claim substantiation, and SR&ED process compliance.

US R&D Tax Credit

• Managed and prepared trainings on Section 41, Section 174, Alteryx, MS Access, and MS Advanced Excel.
• Participated in hiring, recruiting, and onboarding processes, including candidate interviews, selection, and new employee orientation.
• Automated Section 41 calculations using Alteryx workflows and macros.
• Assisted US engagement teams with data analysis and computation of Section 41 R&D credits across various industries.
• Analyzed and automated calculations for Software engagements using Time Tracking and JIRA data.

• Utilized workflows to prepare Time and Expense surveys and convert project information for R&D tax credit calculations.
• Developed Alteryx workflows for data consolidation, conversion, manipulation, and calculation.

Canada R&D Tax Credit (SR&ED)

• Played a key role in preparing and reviewing SR&ED claims for large-scale clients, ensuring technical alignment with CRA's scientific criteria.
  • Worked alongside engineers, software developers, and product teams to uncover innovation and technological uncertainty in core business operations.
  • Supported audit defense processes, responding to CRA inquiries and securing succes
• sful outcomes through technical substantiation.
  • Implemented process improvements and knowledge-sharing initiatives within the R&D Tax team to streamline claim documentation and reduce inefficiencies.
  • Delivered presentations and workshops to client teams to improve awareness of SR&ED eligibility and documentation best practices.
  • Assisted in cross-functional collaborations with corporate tax, transfer pricing, and valuation teams to deliver holistic tax incentive strategies.

US R&D Tax Credit

• Utilized Alteryx for data consolidation, analysis, and representation, creating workflows for data checks and consolidation of complex data sets.
• Trained junior staff in statement preparation, discrepancy resolution, and efficiency maximization.
• Managed Covid-19 employee retention credit clients by preparing work papers and calculating tax credits.