Job Description:
The 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 Project Manager with expertise to effectively contribute and be a productive employee for the company. We offer an excellent opportunity for a talented Project Manager to play a key role in our rapidly growing and dynamic SR&ED practice.
Rewards:

• Competitive salary that will be commensurate with experience
• Discretionary Bonus
• Commissions (when applicable)
• Vacation pay benefits
• Statutory Holidays
• Extended health and dental benefits

Responsibilities:
PRIMARY DUTIES AS PROJECT COORDINATOR:
Project Coordination

• Plan and implement projects
• Help define project scope, goals and deliverables
• Define tasks and required resources
• Collect and manage project team
• Allocate project resources
• Create a project schedule and timeline using Canopy CRM
• Support and direct team
• Report on the project status
• Present to stakeholders reports on progress as well as problems and solutions
• Implement and manage changes when necessary to meet project deliverables
• Evaluate and assess the result of the project

Scheduling

• Schedule in-person, video, and / or phone meetings with clients and the company
• Organize, prepare, and clearly present information to others and respond to their questions in one-on-one and group situations
• Act as a principal point of contact for clients, CRA auditors, and internal consultants while directing their requests appropriately
• Maintain regular contact with clients to identify and communicate service opportunities
• Provide creative solutions to problems and develop practical plans for their completion
• Prepare professional, detailed and accurate correspondence
• Manage daily office procedures and provide administrative services
• Booking hotels for team members
• 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
• Document all activities as per company procedures.
• 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.
• Assist with the creation and preparation of sales, marketing and promotional material as well as request for proposal submissions

Collections

• Monitoring and maintaining up-to-date records for client accounts and reviewing accounts in arrears to ensure appropriate actions are taken
• Notifying debtors of overdue payments and accounts by telephone, mail, and email – including timely follow up if a reply is not received
• Professional handling of customer inquiries, including providing detailed customer reconciliations and statements as required, resolving payment disputes, and processing payments and refunds
• Tracing and locating debtors to make payment arrangements
• Recommending further action or discontinuation of service on occasions where payment is not forthcoming – including liaising with Credit and Sales departments where necessary
• Preparing reports related to collection work

General

• Organize, prepare, and clearly present information to others and respond to their questions in one-on-one and group situations
• 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
• Provide creative solutions to problems and develop practical plans for their completion
• 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

ADDITIONAL DUTIES AS SR&ED SPECIALIST – REVIEWS COORDINATOR:

• Travel to client sites to liaison with technical and engineering staff to obtain information to compile technical audit packages.
• 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 (No O), Notice of Appeals (No App), Book of Documents (Bo Ds), Book of Authorities (Bo Auth), 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
• Read and abide by the policies in the National’s Employee Handbook (NEH). Note that the Employee Handbook is reviewed annually and is subject to change.
• Any and all duties as assigned within the scope of expertise

Requirements:
EDUCATION:

• Bachelor’s Degree or Diploma in Project Management or related discipline
• Project Management Professional (PMP) designation an asset

EXPERIENCE:

• 1 to 3 years experience in Project Management
• Strong interpersonal skills coupled with the ability to develop and foster relationships.

· Very strong English verbal, written, and documentation skills required
· Excellent interpersonal, negotiation, and conflict resolution skills.
· Excellent attention to detail
· Excellent time management skills with a proven ability to meet deadlines
· Ability to prioritize tasks and to delegate them when appropriate.
· Ability to act with integrity, professionalism, and confidentiality.
· Thorough knowledge of employment-related laws and regulations.
· Strong analytical and problem-solving skills
· Strong MS Office skills including MS Excel, MS Word, etc.
· Strong organizational skills with a demonstrated ability to lead
· Strong CRM skills in Canopy program
· Ability to work in team environment
· Experience in a fast paced tax accounting office an asset
· Successful clearance of criminal record check
· Successful clearance of Controlled Goods (CG)
· Excellent references
· Valid Driver’s License (G)
· Own transportation (Vehicle)
We are 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
Benefits:

• Dental care
• Extended health care
• Life insurance
• On-site parking
• Paid time off
• RRSP match
• Vision care

Flexible language requirement:

• French not required

Schedule:

• Monday to Friday
• Weekends as needed

Experience:

• Project management: 1 year (preferred)

Language:

• English (preferred)

Work Location: In person