SR&ED Tax

3 months ago

Toronto Ontario CA, Ontario BDO Canada Full time

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 2024. 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 Diversity, Equity and Inclusion Leader, 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.

Code of Conduct: Our Code of Conduct sets clear standards for how we conduct business. It reflects our shared values and commitments and includes guiding principles to help us make ethical decisions and maintain trust with each other, our clients, and the public.

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.

  • Financial Consultant

    2 weeks ago

    Toronto, Ontario, Ontario, Canada Mobile Capital Network Full time

    About UsMobile Capital Network (MCN) is a team of highly skilled engineers, scientists, finance professionals and business consultants helping technology companies to access various government research and development tax credits and grants such as SR&ED, OIDMTC, and IRAP. We provide our clients with expertise and insight into what’s possible, uncover...

  • Visionary Leader for SR&ED Tax Credit Claims

    2 weeks ago

    Toronto, Ontario, Canada BDO Canada Full time

    About the RoleWe are seeking a highly experienced Senior Manager to lead our SR&ED tax credit claims team in Toronto. As a key member of our SR&ED Group, you will be responsible for overseeing client engagements, collaborating with national teams, and maintaining strong relationships with clients.

  • Software Development Consultant

    7 days ago

    Toronto, Ontario, Canada KPMG Canada Full time

    About KPMG CanadaKPMG in Canada is a leading professional services firm, providing audit, tax and advisory services to clients across various industries. Our team of experts is dedicated to helping clients achieve their goals and navigate complex business challenges.Job OverviewWe are currently seeking a highly skilled Software Development Consultant to join...

  • Manager, SR&ED

    3 months ago

    Toronto, Ontario, C6A, Ontario, Canada BDO Canada Full time

    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...

  • Consultant, SR&ED Services

    3 months ago

    Toronto, Ontario, C6A, Ontario, Canada BDO Canada Full time

    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...

  • Results-Oriented SR&ED Consultant for Ontario Market

    4 weeks ago

    Toronto, Ontario, Canada Ayming Full time

    Ayming, a leading global consulting firm, is seeking an experienced SR&ED Consultant to join our team in Toronto.We are looking for a skilled professional with expertise in S.R. & E.D. Tax Credits and other valuable cost-saving opportunities to help businesses thrive.The ideal candidate will have excellent networking skills, be able to think strategically,...

  • R&D Leader: Unlocking Tax Incentives

    7 days ago

    Toronto, Ontario, Canada KPMG Canada Full time

    As a Senior Manager in KPMG Canada's Tax Incentives Practice, you will play a key role in identifying and unlocking tax incentives for clients through the Scientific Research and Experimental Development (SR&ED) program.About the RoleWe are seeking an experienced R&D professional to join our GTA team. As Senior Manager, you will lead a team of technology...

  • Strategic Tax Director

    2 weeks ago

    Toronto, Ontario, Canada EQ Bank | Equitable Bank Full time

    Senior Director, Tax Strategy RoleWe are seeking an experienced Senior Director, Tax Strategy to join our Accounting and Finance Department. This critical role will play a key part in the tax planning and strategy efforts of EQB Inc and its subsidiaries.About the RoleThe Senior Director, Tax Strategy will oversee tax obligations for companies within the...

  • Tax Strategy Lead for Banking Innovator

    2 weeks ago

    Toronto, Ontario, Canada EQ Bank | Equitable Bank Full time

    **About Us**At EQ Bank | Equitable Bank, we're on a mission to transform the banking experience. As a leading fintech, we're committed to innovation and pushing boundaries. With over 50 years of history and $125 billion in combined assets under management, we offer a unique opportunity to join a team that's shaping the future of banking.**Job...

  • Strategic Tax Director

    2 weeks ago

    Toronto, Ontario, Canada EQ Bank | Equitable Bank Full time

    About EQ Bank | Equitable BankWe're a bank that challenges the status quo, driven by a passion to innovate and transform the banking experience for Canadians.With over 50 years of history, our team is comprised of inquisitive minds who find smarter ways of doing things. We're not afraid to take on big challenges and redefine the future.We're a growing family...

  • Expert Financial Advisor

    2 weeks ago

    Toronto, Ontario, Canada Mobile Capital Network Full time

    About UsMobile Capital Network (MCN) is a team of skilled professionals dedicated to helping technology companies navigate government research and development tax credits and grants.Job SummaryThis role involves overseeing the financial aspects of SR&ED claims and other programs for MCN clients. You will work collaboratively with a team led by an Account...

  • Chief Financial Strategist

    2 weeks ago

    Toronto, Ontario, Canada Mobile Capital Network Full time

    About UsMobile Capital Network (MCN) is a team of skilled professionals dedicated to helping technology companies access government research and development tax credits and grants.Job DescriptionWe are seeking an experienced Financial Consultant to join our team. The ideal candidate will have strong financial background, advanced Excel skills, and excellent...

  • Strategic Tax Director for Digital Banking Transformation

    2 weeks ago

    Toronto, Ontario, Canada EQ Bank | Equitable Bank Full time

    About UsAt EQ Bank | Equitable Bank, we're committed to innovation and disrupting the traditional banking experience. With over 50 years of history and serving more than 670,000 people across Canada, our team is dedicated to transforming what's possible in banking.About the RoleThe Senior Director, Tax Strategy plays a critical role within our Accounting and...

  • Taxation Leader, Financial Strategy

    2 weeks ago

    Toronto, Ontario, Canada EQ Bank | Equitable Bank Full time

    Job Title: Taxation Leader, Financial Strategy**Company Overview:**EQ Bank | Equitable Bank is a forward-thinking financial institution dedicated to innovation and excellence in banking. With a rich history spanning over 50 years, we serve more than 670,000 people across Canada through our Challenger BankTM, Equitable Bank, and our wholly-owned subsidiary,...

  • Cynthia BA

    3 months ago

    Toronto, Ontario, C6A, Ontario, Canada S.i. Systems Full time

    Cynthia's title: Sr. Business Analyst with Corporate Treasury experience to gather and document requirements Location: Downtown Toronto Duration: 4 months, extension/conversion FTE GROUP/PROJECT INFO: This group creates technology applications for the finance, tax and treasury side of the business for the bank. EVP (Employee Value proposition): ...

  • Employment Tax Compliance Specialist

    3 days ago

    Toronto, Ontario, Canada Kraft Heinz Company Full time

    Job DescriptionWe are seeking a highly skilled Employment Tax Compliance Specialist to join our team. As a key member of our Global Business Services team, you will play a critical role in ensuring compliance with local, state, and federal employment tax regulations.About the RoleThe successful candidate will work closely with internal stakeholders to ensure...

  • Senior Financial Expert

    2 weeks ago

    Toronto, Ontario, Canada Mobile Capital Network Full time

    About the RoleWe are seeking a seasoned Financial Consultant to join our team at Mobile Capital Network (MCN). As a key member of our team, you will be responsible for overseeing all financial aspects of SR&ED claims and other programs for our clients.This is a full-time engagement with compensation commensurate to experience. Estimated salary range: $80,000...

  • Finance Architect

    2 months ago

    Toronto, Ontario, C6A, Ontario, Canada The Home Depot Canada Full time

    With a career at The Home Depot, you can be yourself and also be part of something bigger. POSITION PURPOSE The Finance Architect is responsible for contributing to the software design, software development, and overall product lifecycle for products that our store associates utilize. In addition to pairing, architects field questions from product teams...

  • Senior Data Architect

    1 month ago

    Toronto, Ontario, Canada CI Financial Full time

    CI Financial is a leading global wealth management and asset management company that has consistently anticipated and responded to the changing needs of investors since 1965. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice.We offer a hybrid work environment, allowing employees to balance...

  • Senior Business Data Analyst, Assumed Admin

    1 month ago

    Toronto, Ontario, Ontario, Canada PartnerRe Full time

    PartnerRe is a leading, privately owned, multi-line global reinsurer with a reputation of financial stability and strength, and a commitment to rebuilding businesses and communities after risk events around the world.Our mission is to continue to be a financially stable and predictable business partner, supporting our clients with solutions tailored to their...