Financial Consultant
1 week ago
Position No.: 16080920
Title: Financial Consultant (Tax Planning)
Type: Permanent
No. of Positions: 1
Location: Toronto, Ontario
**Company**:
We're SRED.io We've modernized SR&ED consulting with a powerful AI-based platform that automates the painful process of documentation for our clients.
**The Position**:
Are you someone who is great with math, have an interest in tax and passionate about innovation in Canada?
We are seeking a Financial Consultant with a keen interest in tax planning and accounting to join our team. We will provide you the training you need to help our clients to navigate Canadian tax guidelines to help them recoup costs and optimize their tax efficiency.
**Responsibilities**:
- Work collaboratively as a member of our professional services team.
- Meet with clients’ senior financial personnel to develop costing models for R&D projects.
- Prepare and/or review related tax schedules ensuring compliance with all relevant tax laws and regulations.
- Research client issues that arise from compliance or planning work.
**Must Have**:
- Bachelor's degree in Finance, Accounting, Commerce, or related disciplines.
- Minimum 3 year of experience and/or training in tax preparation and planning.
- Advanced skills in Excel and data analysis tools.
- Ability to communicate with client personnel at all levels of management.
- Demonstrated ability to work independently and as part of a team.
- Strong attention to detail and ability to manage multiple priorities.
**What we’ll bring**:
- A tight-knit team of SR&ED professionals to learn from
- Opportunities for internal growth
- Competitive salary packages
- Full benefits including dental, vision, and medical, including a Maple healthcare account that can connect you with medical professionals virtually
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