Market Development Manager leading financial product sales, member relationships, and team performance for Desjardins Ontario Credit Union. Driving strategic growth, service quality, talent development, and profitability.
About the role
- Senior Manager guiding Canadian clients through SR&ED tax credit claims and CRA reviews. Leading teams, technical narratives, calculations, and client presentations.
Responsibilities
- Assist clients in identifying and claiming SR&ED tax credits
- Assist the SR&ED Director in defending credits during Canada Revenue Agency reviews
- Lead, guide, coach, and mentor Managers and Consultants
- Perform strategic planning, operational oversight, staff administration, and performance evaluation
- Interview clients and identify SR&ED-eligible projects and information for T661 filings
- Prepare or supervise technical narratives for SR&ED tax credit claims
- Identify employees, subcontractors, and materials connected to eligible activities and determine related effort
- Advise and support clients before and during CRA technical reviews
- Respond to CRA correspondence regarding technology aspects of submitted claims
- Gather client supporting-document samples
- Collaborate with technical advisors to develop SR&ED claim-preparation tools
- Track time by client and activity codes and analyze engagement economics
- Forecast future claims and allocate work to team members
- Research SR&ED tax court cases and develop training sessions
- Support client presentations for proposals, planning strategies, and ideas
- Maintain and attract clients in various fields
- Present on SR&ED at client training, internal meetings, and industry events
- Develop relationships with CRA auditors
- Maintain the firm’s SR&ED tax law knowledge base
- Perform other duties as assigned
Requirements
- Master's or PhD degree in Engineering (Chemical, Mechanical, Industrial, Electrical or related disciplines) or Science (Chemistry, Physics, or related disciplines)
- Related industry experience
- Minimum six years of SR&ED tax credit experience
- Excellent organization and time management skills
- Strong communication skills
- Willingness to learn and be a team player
- Proficient in Microsoft® Excel
- Working knowledge of Microsoft® Word, Access, PowerPoint, Outlook, and Internet navigation and research
- Valid driver’s license required
Benefits
- Hybrid and Remote Work Options
- Award-Winning Culture
- Generous Personal Time Off (PTO) Benefits
- Up to 20 Weeks of Parental Leave Top-up (Adoption Included)
- Monthly Gym Membership OR Gym Equipment Reimbursement
- Health and Dental Benefit Eligibility Effective Day One
- RRSP with Employer Match
- Tuition Reimbursement After One Year of Service
- Certain roles may be eligible for incentive compensation
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