Client Services Specialist

6 days ago

Etobicoke ON MB K, Canada Bond Consulting Group Full time $60,000 - $70,000 per year

Job Description

Bond Consulting Group, celebrating 20+ years in business, is the largest independent SR&ED-only firm in Canada, currently experiencing exponential growth. We are seeking a motivated and detail-oriented Client Services Specialist to join our dynamic team.

In this role, you will serve as a bridge between clients and the company's SR&ED Analyst & Partners providing strategic finance and tax advice. Your ability to communicate effectively and provide exceptional service will be key in enhancing client satisfaction and loyalty.

Responsibilities

  • Act as an important internal contact for promoting strategic finance and tax advice to a large client list.
  • Build and maintain strong client relationships through consistent communication and support.
  • Understand client needs in finance, risk, and tax to communicate options that maximize SR&ED tax incentives.
  • Support analysts and clients with professional, solution-oriented interactions.
  • Assist clients with the explanation of financial strategies and tax-related choices.
  • Recommend financial structures and choices that are optimal for SR&ED clients.
  • Support clients with innovative tax strategies and planning.
  • Communicate tax deadlines where applicable.
  • Maintain accurate records of client interactions, plans, and tax documentation.
  • Prepare reports and summaries for both clients and internal use.
  • Build rapport with clients
  • Invite clients to social events from time to time
  • Invite clients to provide feedback to the firm, fill out satisfaction surveys

Requirements

  • Undergraduate Degree in Business Administration, Finance, Commerce, CPA or other relevant disciplines.
  • 3-5 years' experience in administration, preferably within a Professional Services Firm (management consulting or accountancy)
  • Strong verbal and written communication skills; able to clearly explain complex financial and tax concepts to clients
  • Solid understanding of financial statements and Canadian corporate tax returns
  • Analytical and problem-solving skills with sound decision-making
  • Strong interpersonal and customer service skills
  • Highly organized with strong time management skills
  • Proficient in MS Office Suite and CRM systems
  • Experience in the SR&ED industry or with SR&ED processes is an asset
  • Training available for the right candidate

Additional Pay:

  • Bonus + other incentives

Job Types: Full-time, Permanent

Pay: $60,000.00 per year

Benefits:

  • Dental care
  • Extended health care
  • Life insurance
  • On-site parking
  • Paid time off
  • Profit sharing
  • Vision care

Ability to commute/relocate:

  • Etobicoke, ON M9B 6K1: reliably commute or plan to relocate before starting work (required)

Education:

  • Bachelor's Degree (required)

Work Location: In person

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