Administrative Professional, SR&ED

at  BDO

PUTTING PEOPLE FIRST, EVERY DAY

BDO is a firm built on a foundation of positive relationships with our people and our clients. Each day, our professionals provide exceptional service, helping clients with advice and insight they can trust. In turn, we offer an award-winning environment that fosters a people-first culture with a high priority on your personal and professional growth.

YOUR OPPORTUNITY

Our financial professionals who prepare funding applications and tax forms in our Ontario offices are looking for an Administrative Professional to join our SR&ED team. We operate in a hybrid workplace model with flexible hours.
These programs provide funding to our clients, and this is a very positive and flexible work environment. A typical project takes six weeks to prepare and must be monitored for up to six months . In this role , yo u will work as a part of set-up and wrap-up procedures and general ly support our business operations .

You will own the following responsibilities :

• Support business development by coordinat ing meetings for inbound requests for new business and initiat ing our internal client acceptance procedures
• Onboarding new clients, including ensuring access to CRA My Business Account Portal and BDO ' s Client Portal
• Perform administrative tasks related to the department’s ongoing operations , such as :
• Drafting documents, contracts, requests for information
• Reviewing and uploading responses to official CRA request s
• Coordinating with the firm to ensure claims are filed , and status sheets are up to date
• Access ing and updating information in Excel worksheets and Microsoft Dynamics Customer Relationship Management (CRM) systems
• Support a team of Partners and Professionals , which may include planning and organizing internal appointments, conferences, and meetings .
• Contribute positively by reviewing, copy editing, and providing input and oversight on technical and financial drafts prepared by others .
• C ommunicating and exchanging information with other departments and firm resources

Your experience and education :

• Prior experience in accounting/tax or legal firm is highly desirable
• Prior secretarial , sales support or internal coordinator work is desirable
• Thorough knowledge of Microsoft Office Word, Excel, and Outlook
• Some knowledge of PowerPoint, CRM, Microsoft Teams, and web browsers is desirable
• Any knowledge or experience with information security best practices is desirable

How to succeed in this role :

• The best applicants can prioritize thei r workload without direction and are not easily overwhelmed by a queue of multiple tasks .
• Excellent verbal and written communication skills in English
• Discipline required to manage confidential information comes naturally to you
• Ability to f ollow quality assurance protocols and constructively raise issues , communicating and resolving inadequacies in files and processes
• You always have a professional attitude , focused on internal and external client service
• You appreciate teamwork, client service, and quality in detailed work
• You v alue the contribution we make to fund innovation and growth in R&D-focused companies
• Eager to learn new skills and take on new tasks
• Training in various tax software and internal systems will be provided.

You will own the following responsibilities :

• Support business development by coordinat ing meetings for inbound requests for new business and initiat ing our internal client acceptance procedures
• Onboarding new clients, including ensuring access to CRA My Business Account Portal and BDO ' s Client Portal
• Perform administrative tasks related to the department’s ongoing operations , such as :
• Drafting documents, contracts, requests for information
• Reviewing and uploading responses to official CRA request s
• Coordinating with the firm to ensure claims are filed , and status sheets are up to date
• Access ing and updating information in Excel worksheets and Microsoft Dynamics Customer Relationship Management (CRM) systems
• Support a team of Partners and Professionals , which may include planning and organizing internal appointments, conferences, and meetings .
• Contribute positively by reviewing, copy editing, and providing input and oversight on technical and financial drafts prepared by others .
• C ommunicating and exchanging information with other departments and firm resource

How to succeed in this role :

• The best applicants can prioritize thei r workload without direction and are not easily overwhelmed by a queue of multiple tasks .
• Excellent verbal and written communication skills in English
• Discipline required to manage confidential information comes naturally to you
• Ability to f ollow quality assurance protocols and constructively raise issues , communicating and resolving inadequacies in files and processes
• You always have a professional attitude , focused on internal and external client service
• You appreciate teamwork, client service, and quality in detailed work
• You v alue the contribution we make to fund innovation and growth in R&D-focused companies
• Eager to learn new skills and take on new tasks
• Training in various tax software and internal systems will be provided