Field Tax Advisor and Preparer

Field Tax Advisor and Preparer at FBC Farm and Small Business Tax Consultants

Job Title: Field Tax Advisor and Preparer
Department: Operations, East
Reports to: Tax Advisor Supervisor
Location: Oshawa, Ontario. Travel within region required.
Employment Type: Full-time, Permanent

Role Overview

This is a mobile, client-facing role. You will spend much of your time meeting members across your assigned territory (up to 2 hours of travel in any direction). If you prefer primarily office-based work, this role is not a fit.

Established in 1952 as a family business with deep roots in rural communities, FBC has grown to become one of Canada’s largest tax and financial consulting firms for small businesses. With 12 branches across the country, we support over 15,000 Canadian entrepreneurs and small business owners, including farmers, construction contractors, skilled trades, and self-employed professionals. At FBC, a membership is more than just a single tax filing—it’s a long-term partnership.

As a Regional Tax Advisor, you are responsible for meeting FBC members in their place of business to understand their financial situations and provide tailored tax strategies that minimize taxes in both the short and long term. You will also introduce them to our full range of services, including bookkeeping, legal assistance, payroll, and access to financial and estate planning professionals.

Key Responsibilities

• Provide exceptional tax and accounting advice to members.
• Review and file complex personal (T1) and corporate (T2) income tax returns.
• Develop and implement tax planning strategies for a variety of clients, including farm and small business owners.
• Maintain strong client relationships as a primary contact for key accounts.
• Conduct member reviews.
• Support seasonal and year‑round reconciliations and filings, including GST/HST, T1, T2, and other applicable tax returns.
• Foster strong relationships with members and secure member referrals.
• Recognize member needs and connect them with our other domain experts within the company and network.

Education & Experience

• Comprehensive experience with at least one full corporate tax cycle; 3+ cycles preferred.
• Advanced knowledge of Canadian tax laws and regulations (T1, T2, T3) is preferred.
• Demonstrated experience managing client relationships and accounting teams.
• Proficiency in tax preparation and accounting software such as Taxprep/IFirm, Xero, or Profile.
• Strong Microsoft Office skills, particularly in Excel.
• Strong proficiency in corporate tax processes and regulations.
• Experience with agriculture and/or preparing tax returns for farms and small businesses is preferred.

Knowledge, Skills, and Abilities

• Superior client service skills.
• Excellent verbal and written communication abilities.
• Proven ability to consistently meet deadlines.
• Dedicated to providing financial support that empowers members.
• Strong strategic thinking skills with the ability to analyze unique scenarios and provide customized recommendations.

Other Requirements

Other duties as required.

Benefits and Opportunities

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.

Why FBC?

Integrity is the foundation of everything we do. 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. This role is ideal for individuals eager to expand and apply their comprehensive tax knowledge.

Equal Opportunity

We are an equal‑opportunity employer and are committed to building a diverse and inclusive workplace that reflects the communities we serve across Canada. We welcome applications from all qualified individuals, including but not limited to women, members of visible minorities, Indigenous Peoples, persons with disabilities, members of the 2SLGBTQIA+ community, and others who may contribute to the diversification of our workforce.

Accommodations are available on request during all stages of the recruitment and selection process, in accordance with applicable human rights and accessibility legislation across Canada. If you require any accommodations, please let us know and we will work with you to meet your needs.

Seniority level

• Entry level

Employment type

• Full‑time

Job function

• Accounting / Auditing and Finance

Apply today! Please note that the internal job title for this position may differ from the title listed in this posting.