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

At EY, we’re all in to shape your future with confidence.   We’ll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go.   Join EY and help to build a better working world.    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.

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