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Local Tax and Member Services Advisor

4 weeks ago

Ottawa ON, Canada Farm Business Consultants Full time
Overview:

Local Tax and Member Services Advisor

Ready for Your Next Challenge?

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. We work alongside our members throughout their lives, saving them over 22 million dollars through year-round collaboration on optimal tax strategies and planning, allowing them to focus on what matters most: running their businesses and enriching their communities.

Position Overview

As a Local 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 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.
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 working with corporations 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.

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