Our customer, a National Tax & Advisory Services Company, has grown to become one of Canada’s largest tax and financial consulting firms for small businesses, and is growing again ! With 12 branches across the country, they support Canadian entrepreneurs and small business owners, including farmers, construction contractors, skilled trades, and self-employed professionals, in a long-term partnership. In this role you will be in contact with the Customers, helping them get the top notch services they require - Tax, Tax planning, payroll, book keeping, paralegal services etc.
If you seek a role where you can enable small businesses and community through direct contact, being innovative; collaborative; committed; reliable; respectful, with integrity and Celebration then we want to hear from you !
The role :
As a Tax and Member Services Advisor, 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 :
What you Will Bring :
Knowledge, Skills and Abilities :
What do you Get? :
Our customer pays competitive Salary, with commissions. They also have a strong benefit plan, a great Culture and reputation and opportunity to grow professionally.
One of the Roles is a Local Advisor , required to travel to Customers - if this is your preference there is a travel allowance provided.