Financial Consultant
BeneFACT
Mississauga, Ontario
8d ago

We currently have a unique opportunity for a bright, assertive and focused Financial Consultant to join our team of high caliber professionals.

In this role, you will be responsible for the collection and preparation of all financial aspects of the SR&ED claims process.

Our client base includes a variety of premier corporate leaders in the software and manufacturing arenas. This is an excellent opportunity for a sharp, detailed oriented individual who enjoys client interaction and thrives in a dynamic and professional environment.

Responsibilities Liaise with internal technical consultants to transition claims from science to financial stage Mentoring a team of two financial consultants Manage quality and volume of team deliverables through meetings and reporting Consult with clients to identify and collect all related R&D cost information.

Occasional travel and onsite visits may be required within the local area. Coordinate the proper filing of SR&ED claims Analysis of financial information and preparation of the R&D cost schedules Coordinating and communicating with the CRA Attendance of some CRA reviews Requirements CPA preferred 5 or more years in a corporate tax environment Post-

secondary education in accounting Knowledge of tax principles (enrollment in an accounting designation program) Experience with preparation of SR&ED claims including costing, form preparation and review is a strong asset CICA in-

depth tax course part 1 & 2 is preferred Experience with preparation of complete corporate tax returns is an asset Experience leading individuals High degree of proficiency with Excel (including complex formulas, macros, Vlookups etc) Excellent interpersonal and communications skills, confidence and drive Quick learner ability to understand all complex tax regulations surrounding SR&ED and related tax implications Ability to interpret tax law and apply it to ensure maximization of the claims Great attention to detail Ability to prioritize, multitask, and simultaneously work on multiple projects Personal transportation is required Compensation BeneFACT offers a highly competitive salary and compensation package.

Compensation is directly commensurate with experience, qualifications and performance.

Responsibilities

  • Liaise with internal technical consultants to transition claims from science to financial stage
  • Mentoring a team of two financial consultants
  • Manage quality and volume of team deliverables through meetings and reporting
  • Consult with clients to identify and collect all related R&D cost information. Occasional travel and onsite visits may be required within the local area.
  • Coordinate the proper filing of SR&ED claims
  • Analysis of financial information and preparation of the R&D cost schedules
  • Coordinating and communicating with the CRA
  • Attendance of some CRA reviews
  • Requirements

  • 5 or more years in a corporate tax environment
  • Post-secondary education in accountingKnowledge of tax principles (enrollment in an accounting designation program)
  • Experience with preparation of SR&ED claims including costing, form preparation and review is a strong asset
  • Experience with preparation of complete corporate tax returns is an asset
  • Experience leading individuals
  • High degree of proficiency with Excel (including complex formulas, macros, Vlookups etc)Excellent interpersonal and communications skills, confidence and drive Quick learner ability to understand all complex tax regulations surrounding SR&ED and related tax implications Ability to interpret tax law and apply it to ensure maximization of the claims Great attention to detail Ability to prioritize, multitask, and simultaneously work on multiple projects Personal transportation is required
  • Compensation

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