National R&D Inc. is a leading integrated consulting services firm in Canada. We specialize in offering our clients support in accounting, corporate tax, personal tax, and R&D tax advisory services.
We are currently looking for a highly innovative Inside Sales professional who carries an entrepreneurial spirit and takes charge to deliver first-rate consulting services to our clients. We offer an excellent opportunity for a talented Specialist to play a key role in our rapidly growing and dynamic SR&ED practice. Either individually or as part of a team, you will be interacting regularly with clients at the forefront of technology.

EDUCATION:

• University degree or diploma in Business, Management, Accounting, or related disciplines.

EXPERIENCE:

• 1 to 2 years experience in Sales Accounts Management.
• Previous experience or familiarity with the SR&ED program would be an asset.
• Strong interpersonal skills coupled with the ability to develop and foster relationships.
• Very strong English verbal, written, and documentation skills required
• Excellent managerial skills
• Strong MS Office skills including MS Excel, MS Word, etc.
• Strong typing skills are an asset.
• Strong organizational skills, a demonstrated ability to lead
• Experience supporting 24/7 operations
• Ability to work in team environment
• Experience in a fast paced tax accounting office
• Successful clearance of criminal record check
• Successful clearance of Controlled Goods (CG)
• Excellent references
• Valid Driver’s License (G)
• Own transportation (Vehicle)
  We an equal opportunity employer. If you require any special assistance to apply for this role, please let us know and we will accommodate you. We look forward to hearing from you.
  Job Types: Full-time, Permanent
  Pay: $40,000.00-$60,000.00 per year

Additional pay:

• Commission pay

Benefits:

• Dental care
• Extended health care
• On-site parking
• RRSP match

Flexible language requirement:

• French not required

Schedule:

• Day shift
• Monday to Friday
• Weekends as needed

Ability to commute/relocate:

• Cambridge, ON: reliably commute or plan to relocate before starting work (required)

Education:

• Bachelor’s Degree (preferred)

Experience:

• B2B sales: 1 year (preferred)

Licence/Certification:

• Driving Licence (required)

Work Location: In perso

PRIMARY DUTIES AS ACCOUNT MANAGER – SR&ED:

• Assist in the building of National’s consulting branches with a primary focus on corporate accounting, tax return preparation, and SR&ED tax credit.
• Work with senior management to perform client outreach (cold calling, warm calling, etc), send proposals, and close sales.
• Meet with clients and prospective clients; over the phone, on video, and in-person.
• Travel to client sites to deliver presentations, obtain signed documents, and close sales deals.
• Develop relationships, strategies and processes to help coordinate R&D Tax efforts on a corporate level.
• Follow up on sales leads; in-person, over the phone, over video, and or over email.
• Attend sourcing events such as: Trade Shows and Business Networking Events.
• Develop a process to raise the profile and understanding of the SR&ED process in order to maximize the claims made by a client.
• Perform follow-up to clients and prospects to ensure that timelines are met and deadlines are kept.
• Assist with scheduling meetings with new clients and the technical team.
• Assist with collections from delinquent clients by performing outreach and follow up as required.
• Participate in regular meetings and discussions with the management team on a variety of topics.

SR&ED Work

• Keep abreast of changes in the SR&ED program.
• Maintain SR&ED procedures with the organization.

General

• Organize, prepare, and clearly present information to others and respond to their questions in one-on-one and group situations.
• Ensure that all business activities are performed with the highest ethical standards and in compliance with the company Code of Business Conduct.
• Adhere to all health and safety rules and procedures.
• Read and abide by the policies in the Firm’s Employee Handbook. Note that the Employee Handbook is reviewed annually and is subject to change.
• Keep abreast of current and emerging income tax developments .
• Any and all duties as assigned within the scope of expertise.
• Prepare professional, detailed, and accurate correspondence.
• Provide creative solutions to problems and develop practical plans for their completion.
• Document and track time as per company procedures.
• Participate in government audits.

ADDITIONAL DUTIES AS SR&ED SPECIALIST – REVIEWS COORDINATOR:

• Prepare and review R&D Tax technical documentation as specified by Government guidelines.
• Coordinate and prepare audit packages, tax return packages, Request for Information (RFIs), Notice of Objections (NoO), Notice of Appeals (NoApp), Book of Documents (BoDs), Book of Authorities (BoAuth), etc.
• Act as a principal point of contact for clients, CRA auditors, and internal consultants while directing their requests appropriately
• Use various accounting software to perform bookkeeping services
• Data entry, data collection and organization
• Manage daily office procedures and provide administrative services
• Ensuring that e-mails are sent and documentation is received from clients and accountants
• Coordinate and process incoming and outgoing mail
• Document control – scanning and storage of all internal documents
• Assist with the creation and preparation of sales, marketing and promotional material as well as request for proposal submissions