PRIVATE SECTOR EXPERIENCE
Current
- Principal, Ryan, Mississauga office
- Specializes in providing Scientific Research and Experimental Development (SR&ED) services in a wide range of technology-intensive industries, including mining, forestry, life sciences, software and information technology (IT), agriculture, manufacturing, financial services, insurance, aerospace, and telecommunications.
- Experience with Tax Court of Canada SR&ED filings and interpretation of and challenges to application of law, policy, and jurisprudence; key contributor to ongoing court dispute.
- Responsible for handling practice management with focus on business development.
- Director, Prairies Region Co-Lead, SR&ED and Government Incentives, global accounting firm
- Developed sustainable practices in the region through business development, training, hiring, mentorship, and client service.
- Engagement lead for Prairies region across most industry sectors, including complicated SR&ED filings for partnerships and experimental production; successfully defended claims through extensive Canada Revenue Agency (CRA) audits.
- Experience with Tax Court of Canada SR&ED filings; key contributor resulting in successful outcome.
- Responsible for handling practice management and business development activity.
- Manager, SR&ED and Government Incentives, global accounting firm
- Financial lead on engagement teams for SR&ED claims, including experimental production; successfully defended claims through CRA audits.
- Responsible for handling practice management and business development activity.
- Manager, SR&ED, global accounting firm
- Financial lead on SR&ED engagement teams across multiple industries.
- Responsible for handling business development activity.
- Practitioner, Property Tax Services, global accounting firm
- Conducted comprehensive assessments of clients’ properties, reviewing tax valuations, assessments, and documentation in determination of property tax liability.
- Responsible for research and preparation of appeal brief.
- Argued property tax appeals at the Board of Revision.
- Responsible for handling business development activity.
PUBLIC PRESENTATIONS
Mr. Koziey is a frequent speaker on the SR&ED program, conducting SR&ED workshops with his clients to provide them with current and relevant information regarding the SR&ED program and the funding landscape. In addition, he provides guidance to clients on internal process improvements, resulting in streamlined claim processes while building a solid foundation for SR&ED filings.
EDUCATION/ACCREDITATION
- Bachelor of Commerce (Honours), University of Manitoba
- Canadian Securities Course (CSC), Canadian Securities Institute
- Conduct and Practices Handbook Course (CPH), Canadian Securities Institute