Financial Analyst

1 week ago

Toronto, Ontario, Canada BDO Full time

About BDO

BDO is a leading professional services firm that provides exceptional service to our clients. We are built on a foundation of positive relationships with our people and our clients, and we are committed to helping our clients achieve their goals.

Your Opportunity

As a Tax Consultant - SR&ED Expert, you will play a key role in assisting clients with tax credit claims and other program funding opportunities. You will navigate the application process and ensure our clients receive the maximum benefit under the program. You will work closely with clients' financial and technical leaders to develop costing models for R&D projects and examine and analyze client operations and processes to determine which qualify for income tax incentives.

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 We Define Success

  • 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 an 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

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