Manager, Finance and Tax, Scientific Research and Experimental Development

Ryan; Toronto; On-site; CAD 90,000 - 120,000; Full time

Job summary

A leading firm in tax services is looking for a Manager, Finance and Tax. This role entails handling SR&ED and Grants tax credits, ensuring compliance and providing strategic advice to clients. Candidates should possess strong analytical and communication skills, a professional accounting designation, and expertise in corporate taxation. The position offers opportunities to engage with clients and enhance the firm's service offerings in the tax credit sector.

Qualifications

• Strong background in taxation and costing.
• Experience in preparing corporate income tax returns.
• Interest in taxation issues and financial aspects of SR&ED.

Responsibilities

• Determine and categorize expenditures qualifying for SR&ED and Grants tax credits.
• Interact with Revenue Canada regarding tax matters.
• Prepare SR&ED tax forms for client submissions.

Skills

Financial modelling

Analytical skills

Communication

Knowledge of tax principles

Time management

Education

Canadian Professional Accounting Designation

University degree in business, finance, accounting, or economics

Tools

Microsoft Word

Microsoft Excel

Microsoft Access

Microsoft Outlook

Job description

The Manager, Finance and Tax, Scientific Research and Experimental Development is responsible for determining and categorizing all expenditures qualifying for the SR&ED and Grants tax credits. This role includes researching tax law and working with clients' accountants on SR&ED related corporate tax return issues as well as Government Grants and Incentives.

Responsibilities and Key Results:

People :

• Create a positive team member experience.
• Contribute to the success of the engagement team by providing assistance in complex tax and financial issues to ensure the claim's integrity and eligibility.
• Interact with Revenue Canada to obtain interpretations on tax matters and to follow up on the status of the firm’s client submissions.

Client :

• Attend client meetings and provide clients with professional and timely services and advice.
• Apply relevant and practical knowledge to discuss complex tax issues with clients.
• Assist and guide clients during financial audits with the CRA.

Value :

• Demonstrate a deep understanding of tax principles and produce effective solutions related to the SR&ED and Grants program.
• Prepare all the SR&ED tax forms for client submissions.
• Stay current with the latest developments and changes in the SR&ED and Grants legislation.
• Contact CRA for refund confirmation, as necessary.
• Validate notices of assessments or reassessments provided by clients.
• Research and understand the requirements of Grants and assist in the preparation of Grant applications.

Education and Experience :

• Canadian Professional Accounting Designation.
• University degree in business, finance, accounting, or economics.
• Strong background in taxation and costing.
• Excellent financial modelling and analytical skills.
• Outstanding oral and written communication skills, with the ability to discuss financial and taxation matters clearly.
• Experience in preparing corporate income tax returns; experience with SR&ED tax credit claims or CRA audits is a plus.
• Professionalism and ability to work effectively with clients at all management levels.
• Excellent time management and ability to handle multiple projects independently.
• Interest in taxation issues, financial aspects of SR&ED and Grants, and technology and innovation.
• Consulting experience is an asset.
• Ability to travel to client locations (0-10%).

Computer Skills :

Intermediate skills in Microsoft Word, Access, Excel, Outlook, and Internet research are required.

Certificates and Licenses :

Valid driver’s license required.

Supervisory Responsibilities :

This position has no supervisory responsibilities.

Additional Notes :

• Occasional long periods of sitting at a computer.
• Regular interaction with employees at all levels, clients, and vendors.
• Travel requirement: 0-10%.

Equal Opportunity Employer: disability / veteran