• Senior Manager / Manager, SR&ED Consulting – Software/IT Industry

    Job Locations CA-ON-Waterloo
    Posted Date 3 months ago(10/19/2018 1:32 PM)
    Job ID
    # Positions
    Job Type
    Full Time
    Years of Experience
    Job Industry
    Accounting and Auditing Services, Business and Professional Services, Technology Services
  • About Us

    BDO. Because relationships matter.
    There are many world-class accounting & advisory firms. Far fewer that offer a culture so rich in professional opportunity, personal fulfillment, and long-term growth. At BDO, we understand that exceptional service to our clients begins – and ends – with exceptional regard for our people. Because at its core, our business is not about numbers or spreadsheets, dollars or pence, but about people working with, for, and in service of others. In short, because relationships matter.

    Job Description (EN)

    Position Description


    The most valuable features in business today are people and ideas - in particular, people with ideas.


    BDO’s Scientific Research & Experimental Development (SR&ED) and Government Incentives team is a National practice comprised of SR&ED team members in many locations across Canada. We mentor our clients to ensure they meet the SR&ED program requirements, file the necessary forms and reports, and ultimately improve their chances of success with the program. Successful companies then have the ability to allocate further funding to research and development activities on an ongoing basis.


    We are currently seeking an exceptional Senior Manager or Manager to be based out of our Kitchener/Waterloo office. In this capacity, you will be a market facing industry expert delivering BDO SR&ED services for the software industry, developing and cultivating client relationships and guiding the team’s continued success and sustained growth results. You will be an effective leader as part of a dynamic professional services delivery unit and will have the ability to work closely with our clients and peers while shaping the future of the practice.


    Key Accountabilities and Responsibilities:

    • Lead and support SR&ED engagements for software industry clients in the Kitchener/Waterloo area, as well as collaborating with our Markham office on engagements in the GTA and for clients located between the two offices
    • Ability to identify, target and develop business opportunities to achieve growth objectives
    • Engage, identify and maintain relationships with potential clients/business professionals and prospects
    • Perform as the trusted and influential advisor to senior clients, internal and external
    • Understand the market and business environment
    • Prepare and present formal proposals on how the Firm can meet a prospect’s needs
    • Examine client operations and processes to determine eligibility for various government grants, tax credits, and funding programs, developing the appropriate methodology to claim those activities and the methods to maximize those incentives
    • Coordinate a team of consultants on multiple client engagements/projects
    • Assess technical eligibility, structure projects, and prepare technical reports
    • Successfully manage team resources to achieve performance metrics
    • Plan, organize and execute the technical and financial portion of engagements, including interview of technical and financial personnel

    Education and Professional Skills/Knowledge:

    • A recognized subject matter expert and leader with 3-5+ years of SR&ED experience, either working in the software industry and/or with another SR&ED consulting practice
    • Deep background in computer science or software engineering
    • Strong experience working with the software startup and incubator ecosystem in the Kitchener/Waterloo area, with an established network of industry contacts
    • Experience in research and development projects and reporting processes
    • A strong personal brand
    • Established relationships with relevant industry organizations
    • Proven project management experience and the ability to meet tight client deadlines
    • Excellent interpersonal and organizational skills
    • Willingness to learn new technologies and keep up to date with all CRA compliance policy changes
    • Advanced skills in MS Office environment (Word/Excel/PowerPoint/Outlook)

    Our Vision: One Firm engaged to make a difference through valued relationships with our people, clients and communities.






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