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Tax Preparer - Member Services Advisor

Tax Preparer - Member Services Advisor

Demand For HRSwift Current, Saskatchewan, Canada
4 days ago
Job type
  • Full-time
Job description

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.  In this role you will travel locally to our Client's Customers - travel allowance provided.

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 :

  • Minimum of 3 years of experience with Corporate  tax preparation  or experience in an 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.

    • Knowledge, Skills and Abilities :

  • Superior client service skills.
  • Excellent verbal and written communication abilities.
  • Proven ability to consistently meet deadlines.

    • 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.