Overview
As a Local Tax and Member Services Advisors, you will take the time to understand our Member’s financial situation and provide tailored tax strategies that minimize taxes in both the short and long term.
In addition, you will introduce them to our full range of services, including bookkeeping, legal assistance, payroll, and access to financial and estate planning professionals.
This includes support in areas such as estate planning, retirement planning, and cash flow management, as their needs arise.
Key Responsibilities
As a Local Tax and Member Services Advisor, you will :
- Provide exceptional tax and accounting advice to FBC members.
- Foster strong relationships with FBC members and secure member referrals.
- Recognize member needs and connect them with our other domain experts within the company and network.
- Participate in community events.
What you Will Bring
Experience :
- Minimum of 3 years of experience with a tax preparation or accounting firm.
- Proficiency in tax preparation & accounting software, preferably with Taxprep and Xero. iFirm knowledge would be desirable.
- Experience working with corporations would be desirable.
- Experience preparing tax returns for farms, small businesses, and corporations.
Knowledge, Skills and Abilities :
- Superior client service skills.
- Excellent verbal and written communication abilities.
- Proven ability to consistently meet deadlines.
Other Requirements :
Please note that this is a role that requires travel. A reliable vehicle is necessary.
What We Offer / Why FBC?
At FBC, we’re committed to helping you grow into the best version of yourself whether that’s mastering your craft or leveling up your career.
With competitive pay, solid benefits, and endless opportunities for development, we’re not just focused on the here and now, but on where you’re headed.
Integrity is the foundation of everything we do, so you can always count on us to have your back. We respect and value your unique contributions, because we know that when you succeed, we all succeed.
We believe that every voice counts and every idea matters, as innovation keeps us building for the future. And when we clear those hurdles, we celebrate as a team because what’s the point of growth if we can’t enjoy the journey together?
If you envision yourself thriving in this supportive and dynamic environment, we encourage you to Apply Today!
Local Tax and Member Services Advisor
As a Local Tax and Member Services Advisors, you will take the time to understand our Member’s financial situation and provide tailored tax strategies that minimize taxes in both the short and long term. As a Local Tax and Member Services Advisor, you will:. In addition, you will introduce them to o...
Advisor/Sales Team Member, Hardware and Tools
Your role: Greet customers warmly and ensure a good customer experience; Assess customer needs and provide expert advice on hardware & tools department products; Present and demonstrate the product highlighting its positive features and suggest complementary products; Support the marketing of p...
Customer Service Advisor and Technical Support Advisor - Mobile Devices and Services - Work-at-Home - CANADA
Customer Service Advisor and Technical Support Advisor - Mobile Devices and Services - Work-at-Home - CANADA. Transcom is a global customer experience specialist, providing customer care, sales, technical support and credit management services through our extensive network of contact centers and wor...
Senior Tax Staff - Private Client Services - Ottawa
As a Senior Tax Staff, you'll be responsible for recommending and implementing tax strategies that align with the client's objectives, corresponding with legal counsel and tax authorities on client issues, assisting with reorganizations, researching compliance and planning issues and reviewing perso...
Specialist - Mergers and Acquisitions Tax Services
KPMG's experienced team of Mergers and Acquisitions tax professionals helps clients identify, analyze and resolve tax issues that inevitably arise during the M&A transaction process. At KPMG, you'll join a team of diverse and dedicated problem solvers, connected by a common cause: turning insight in...
Senior Tax Manager - Private Client Services - Ottawa
As a Senior Tax Manager, you will be responsible for recommending and implementing tax strategies that align with the client's objectives, corresponding with legal counsel and tax authorities on client issues, assisting with reorganizations, researching compliance and planning issues and reviewing p...
Gender Advisor
The overall purpose of the placement is to strengthen the capacity of National Conversation Trust Funds (NCTF) across the region to mainstream gender equality and social inclusion (GESI) into its policies, programs and services. As a volunteer, you will support the capacity strengthening of staff th...
Outside Sales Representative - B2B
Sales Representative Expectations:. Sales Representative Qualifications:. All levels of sales experience accepted, some sales experience preferred but not. There is extensive training for the Sales Representative position. ...
Customer Service Representative
Fortinet is currently looking for Customer Service Representatives to join our Technical Assistance Center (TAC) in Ottawa to provide exceptional customer service for our loyal customers. Screen incoming Customer calls, assist with ticket creation, verify entitlement and route Customers to the appro...
Customer Service Representative (Bilingual)
The Customer Service Representative also provides assistance in the administrative services to the Single- and Multi- Employer Plans and does so in such a way as to enable the smooth operation and administration of the plans. We are seeking a Bilingual Customer Service Representative to join our Cou...