Overview
As a 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 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
Required Experience :
- Minimum of 2 to 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 preparing tax returns for farms, small businesses, and corporations.
Desired Experience :
- Superior client service skills.
- Excellent verbal and written communication abilities.
- Proven ability to consistently meet deadlines.
Why FBC?
At FBC, we are dedicated to supporting you for the long term, no matter the challenge. Integrity is at our core; we stand by our word, and you can trust us completely.
We believe in collaboration, valuing every team member and ensuring every voice is heard. Innovation drives us as we continually evolve and adapt to stay ahead.
We demonstrate respect by truly valuing you in all our interactions. Our reliability ensures we are there for you whenever and wherever you need us.
When we achieve success, we celebrate our accomplishments and share our victories with pride.
And yes, we offer competitive compensation and comprehensive benefits.
If you envision yourself thriving in this supportive and dynamic environment, we encourage you to Apply Today!
Tax and Member Services Advisor
As a 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 Tax and Member Services Advisor, you will:. In addition, you will introduce them to our full rang...
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