Lead Financial Consultant

2 weeks ago

Toronto, Canada SRED.io Full time

SRED.io isn't just a place to work; it's a dynamic frontier where we revolutionize the way businesses navigate the intricate maze of Canadian tax regulations. We are on a mission to unleash the full potential of tax efficiency for our clients, and we're looking for a Senior Financial Consultant with a burning passion for tax planning and accounting to join our electrifying team.

As a Lead Financial Consultant at SRED.io, you won't just crunch numbers - you'll be a financial wizard, conjuring savings and optimizing tax strategies that empower our clients. You'll be at the forefront of financial innovation, shaping the financial destinies of businesses across the nation.

**What You'll Be Doing**:

- Create federal and provincial tax credit masterpieces.
- Interact with our amazing clients and collaborate with our rockstar team.
- Fearlessly lead our clients through CRA and QRA audits.
- Dive deep into the world of incentive tax issues, conducting groundbreaking research and analysis.
- Oversee the entire process, from claim inception to tax-saving realization.

**Qualifications That Set You Up for Success**:

- Bachelor’s degree in finance, economics, or a related field. If you're a master's degree holder or a holder of prestigious professional certifications like CFA or CFP, that's your golden ticket to the front of the line
- You're no rookie; you've got 5+ years of accounting experience in the world of public practice.
- Your track record isn't just strong; it's Herculean - you've built and managed high-net-worth client relationships that leave a lasting impact.
- Your analytical skills? Unparalleled. Your communication and presentation skills? Absolutely stellar.
- Financial software and tools are your playground.
- You've got financial regulations and compliance locked down.
- Office productivity tools? You're a pro.
- If you've danced with R&D tax or other technology grants before, that's like having a backstage pass to the coolest concert in town.

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