Incentives and Capital Investments - Finance - Montreal - Senior Tax Staff

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The opportunity

EY’s Incentives and Capital investments team is part of our Global Compliance and Reporting practice and brings together a multidisciplinary group of tax, accounting, science and technology professionals. The team helps organizations access and optimize a broad range of incentives, including SRED, sustainability programs, discretionary grants and capital investment credits. Working across industries and company sizes, BTI supports clients in aligning their innovation and investment strategies with available funding opportunities to drive stronger business outcomes.

As a Senior Tax Staff, you will play a key role in helping clients navigate Canada’s evolving innovation landscape. You will build an understanding of tax policy and the economic drivers while supporting clients in identifying eligible SRED activities and assessing other incentive opportunities.

This role is well suited for someone with an accounting background and a few years of experience who is looking to deepen their expertise at the intersection of tax, innovation and sustainability while working with forward-thinking organizations.

This job posting relates to an existing vacancy within our organization.

Your key responsibilities

• Participating in scoping sessions to identify eligible SRED projects and expenditures.
• Preparing qualifying expenditure summaries and assisting with tax submissions.
• Reviewing project cost summaries for accuracy and classifying costs into appropriate Capital Cost Allowance – CCA - classes.
• Consulting with engineers and aligning technical details with tax classifications
• Drafting technical analyses and legislative references to support client tax positions.
• Managing client expectations, delivering high-quality services, and meeting strict deadlines while leading reviews with the Canada Revenue Agency.
• Keeping updated on trends and legislative developments and contributing to thought leadership materials
• Maintaining professionalism and confidentiality in client relationships and identifying opportunities for additional specialty tax services.

Skills and attributes for success

• Curiosity and drive to continuously build knowledge in an evolving, technology-enabled tax and incentives landscape.
• Ability to manage competing priorities with structure and discipline, delivering consistently in a deadline-driven environment.
• A methodical, detail-focused approach, with an emphasis on creating clear and reliable documentation.
• Confident and adaptable communicator, able to translate complex concepts into clear, practical insights for a range of audiences.

Qualifications

• A bachelor’s degree in accounting, finance, law or another relevant discipline.
• 2 or more years’ experience Canadian Corporate Tax, SRED or incentives experience is valued.
• A professional accounting or legal credential such as CPA, CPA In-depth Tax Course, Master in Taxation or Master of Tax Law is an asset.

What we look for

We’re looking for individuals who are energized by the opportunity to work in a space shaped by innovation, policy and evolving business needs. You bring a collaborative mindset, a strong sense of ownership and a desire to contribute to a team helping organizations invest in research, technology and a more sustainable future. You’re curious and motivated to build expertise in areas like SRED and clean economy incentives, and you’re comfortable navigating complexity to uncover value for clients. You’re also confident sharing your perspective, bringing ideas forward and helping drive work to impact. If you’re looking to grow in a dynamic, forward-looking environment, you’ll thrive here.

What we offer you

We offer a competitive compensation package where you’ll be rewarded based on your performance and recognized for the value you bring to our business. In addition, our Total Rewards package allows you to decide which benefits are right for you and which ones help you create a solid foundation for your future. Our Total Rewards package includes a discretionary bonus program, a comprehensive medical, prescription drug and dental coverage plan, a defined contribution pension plan, a great vacation policy plus firm paid days that allow you to enjoy longer long weekends throughout the year, statutory holidays and paid personal days (based on province of residence), and a range of exciting programs and benefits designed to support your physical, financial and social well-being. Plus, we offer:

• Support and coaching from some of the most engaging colleagues in the industry
• Learning opportunities to develop new skills and progress your career
• The freedom and flexibility to handle your role in a way that’s right for you

Are you ready to shape your future with confidence? Apply today.

To help create the best experience during the recruitment process, please describe any accommodation you may need.

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Inclusiveness is at the heart of who we are and how we work. We’re committed to fostering an environment where differences are valued, policies and practices are equitable, and our people feel a sense of belonging. We embrace diversity and are committed to combating systemic racism, advancing gender equity and women in leadership, advocating for the 2SLGBTQIA+ community, promoting our neuroinclusion and accessibility initiatives, and are dedicated to amplifying the voices of Indigenous peoples (First Nations, Inuit, and Métis) nationally as we strive towards reconciliation. Our diverse experiences, abilities, backgrounds, and perspectives make our people unique and help guide us. Because when people feel free to be their authentic selves at work, they bring their best and are empowered to build a better working world.

Learn about our commitment to Inclusiveness at https://www.ey.com/en_ca/about-us/corporate-responsibility/equity

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