Overview
As a Local Tax and Member Services Advisor, you will meet with Members in their place of business to understand their 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.
- Meet with members in their place of business.
- 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 with corporate tax would be considered an asset.
- Experience preparing tax returns for farms and small businesses.
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!
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