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bdo canada

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SR&ED Tax & Financial Consultant

Reference number: 
911681511
Publication date: 
May 6 2024 
Main functions: 

Putting people first, every day

BDO is a firm built on a foundation of positive relationships with our people and our clients. Each day, our professionals provide exceptional service, helping clients with advice and insight they can trust. In turn, we offer an award-winning environment that fosters a people-first culture with a high priority on your personal and professional growth.

Your Opportunity

As part of BDO's Tax Service Line, you will assist clients with tax credit claims and other program funding opportunities by navigating the application process and ensuring our clients receive the maximum benefit under the program. Extensive on the job training will be provided for specific credit programs.

As a Financial Consultant, you will be part of a dynamic professional services delivery team and work closely with clients' financial and technical leaders. The ideal candidate for this role has a background in accounting and/or tax and is interested in pursuing a career as a client facing consultant.

Scientific Research & Experimental Development (SR&ED) is a government funding program for R&D. You will be part of a national team of over 70 scientists, engineers and accountants.

Key Accountabilities and Responsibilities

  • Work collaboratively as a member of our professional services team
  • Meet with clients senior financial & technical personnel to develop costing models for R&D projects
  • Examine and analyze client operations and processes to determine which qualify for income tax incentives
  • Perform and document calculations, prepare memos and/or other tasks required in the completion of claim working notes
  • Prepare and/or review related tax schedules
  • Liaise with Canada Revenue Agency and relevant provincial ministries to favourably resolve client issues
  • Consult SR&ED court cases, views and CRA application policies to substantiate claim position
  • Research client issues that arise from compliance or planning work
  • Gain industry specific knowledge and build special skills to aid the client market
  • Build your knowledge base on industry specific grant application & programs
  • Complete additional ad hoc duties or assignments as required

How do we define success for your role?

  • You demonstrate BDO's core values through all aspects of your work: Integrity, Respect and Collaboration
  • You understand your clients' industry, challenges, and opportunities; clients describe you as positive, professional, and delivering high quality work
  • You identify, recommend, and are focused on effective service delivery to your clients
  • You share in an inclusive and engaging work environment that develops, retains and attracts talent
  • You actively participate in the adoption of digital tools and strategies to drive an innovative workplace
  • You grow your expertise through learning and professional development

Your experience and education

  • Advanced skills in MS Excel and data analysis tools
  • Background in Finance, Accounting, Commerce or related disciplines
  • Knowledgeable in current accounting principles
  • Demonstrated client service excellence
  • Comfortable dealing with client personnel at all levels of management
  • Self-motivated, organized and proactive
  • Excellent interpersonal skills
  • Outgoing, self-confident, and able to achieve individual and team objectives
  • Positive approach, willingness to learn and multi-tasking abilities
  • Ability to work under pressure and meet strict deadlines
  • Advanced skills in MS Office environment (Word/PowerPoint/Outlook)
  • You value teamwork, client service, and quality in detailed work
  • Corporate tax knowledge would be an asset
  • Familiarity with the Canadian SR&ED program and other government assistance programs would be asset
  • Position requires periods of concentration working with data
  • This role requires minimal travel to other offices and clients, however, could involve travel during peak busy periods as it relates to client projects and deadlines
  • Must work well autonomously as a member of a national team


Why BDO?

Our people-first approach to talent has earned us a spot among Canada's Top 100 Employers for 2023. This recognition is a milestone we're thrilled to add to our collection of awards for both experienced and student talent experiences.

Our firm is committed to providing an environment where you can be successful in the following ways:

  • We enable you to engage with how we change and evolve, being a key contributor to the success and growth of BDO in Canada.

  • We help you become a better professional within our services, industries, and markets with extensive opportunities for learning and development.

  • We support your achievement of personal goals outside of the office and making an impact on your community.

Giving back adds up: Where company meets community. BDO is actively involved in our communities by supporting local charity initiatives. We support staff with local and national events where you will be given the opportunity to contribute to your community.


Total rewards that matter: We pay for performance with competitive total cash compensation that recognizes and rewards your contribution. We provide flexible benefits from day one, and a market leading personal time off policy. We are committed to supporting your overall wellness beyond working hours and provide reimbursement for wellness initiatives that fit your lifestyle.


Everyone counts: We believe every employee should have the opportunity to participate and succeed. Through leadership by our Chief Inclusion and Diversity Officer, we are committed to a workplace culture of respect, inclusion, and diversity. We recognize and celebrate the valuable differences among each of us, including race, religious beliefs, physical or mental disabilities, age, place of origin, marital status, family status, gender or gender identity and sexual orientation. If you require accommodation to complete the application process, please contact us.

Flexibility: All BDO personnel are expected to spend some of their time working in the office, at the client site, and virtually unless accommodations or alternative work arrangements are in place.

Our model is a blended approach designed to support the flexible needs of our people, the firm and our clients. It's about creating work experiences that meet everyone's needs and providing flexibility to adjust when, where and how we work to meet the expectations of our role.

Ready to make your mark at BDO? Click "Apply now" to send your up-to-date resume to one of our Talent Acquisition Specialists.

To explore other opportunities at BDO, check out our careers page.

Salary: 
to be discussed
Requirements
Education
Diploma: 
None
Working experience
Minimum experience required: 
None
Work place
Toronto , ON