Tax & Member Services Advisor
3 weeks ago
Job Description As a Tax Advisor, you will meet with our Customers 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 the 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. This is a client-facing, impact-driven role ideal for professionals who are dedicated to building relationships, solving problems, and delivering real value. We’re driven by a commitment to supporting those who work tirelessly to power our economy and strengthen our communities This position is based out of their Regina location. You will be expected to work onsite as required. This is a travel-based role requiring in-person visits with members at their place of business. Key Responsibilities As a Tax Advisor, you will 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 Meet with members in their place of business and 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. What You Will Bring Education and Experience Comprehensive experience with at least one full corporate tax cycle; 3+ cycles preferred and considered a strong asset 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 Please note that this is a role that requires travel. A reliable vehicle is necessary. Hybrid- Meeting with Members and in office as required. Employment Type: Permanent, Full-time. #J-18808-Ljbffr
-
Tax and Member Services Advisor
2 weeks ago
Regina, Canada Farm Business Consultants Full time**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...
-
Tax Advisor
2 weeks ago
Regina, Canada Farm Business Consultants Full timeOverview: **Job Title**: Tax Advisor **Location**:Regina, Saskatchwan. Hybrid - on the road and in office as required. **Employment Type**:Full-time. **Ready for Your Next Challenge? Join FBC in Regina!** 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...
-
Tax Advisor
6 days ago
Regina, Canada Farm Business Consultants Full timeOverview: Ready for Your Next Challenge?** Join FBC in Regina!** 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...
-
Onsite Tax Advisor for Small Businesses
3 weeks ago
Regina, Canada Demand For HR Full timeA financial services company is seeking a Tax Advisor in Regina to provide exceptional tax and accounting advice to clients. This role involves meeting clients to understand their financial situations and implement tailored tax strategies. Candidates should possess significant experience with corporate tax processes and Canadian tax laws. Excellent...
-
Member Advisor Summer Student: Banking
2 weeks ago
Regina, Canada Innovation Federal Credit Union Careers Full timeA financial institution in Canada is seeking a Member Advisor Summer Student in Regina. This role offers hands-on experience in financial services, aiding members with banking needs. The ideal candidate will be a returning student with strong communication skills and a desire for professional development. Benefits include competitive summer pay and flexible...
-
Director, Tax
5 days ago
Regina, Canada Conexus Credit Union Full timeAt Conexus we are focused on supporting our members with their needs of today while also helping them work towards their goals for the future. Its more than conducting a banking transaction its about providing our members with insightful content tools expert advice and a full suite of products to empower them and inspire confidence in their financial...
-
Director, Tax
5 days ago
Regina, Canada Conexus Credit Union Full timeAt Conexus we are focused on supporting our members with their needs of today while also helping them work towards their goals for the future. Its more than conducting a banking transaction its about providing our members with insightful content tools expert advice and a full suite of products to empower them and inspire confidence in their financial...
-
Director, Tax
3 weeks ago
Regina, Canada The Chartered Professional Accountants Of Manitoba Full timeAt Conexus, we are focused on supporting our members with their needs of today, while also helping them work towards their goals for the future. It’s more than conducting a banking transaction, it’s about providing our members with insightful content, tools, expert advice, and a full suite of products to empower them and inspire confidence in their...
-
Director, Tax
3 weeks ago
Regina, Canada The Chartered Professional Accountants Of Manitoba Full timeAt Conexus, we are focused on supporting our members with their needs of today, while also helping them work towards their goals for the future. It’s more than conducting a banking transaction, it’s about providing our members with insightful content, tools, expert advice, and a full suite of products to empower them and inspire confidence in their...
-
Director, Tax
3 weeks ago
Regina, Canada The Chartered Professional Accountants Of Manitoba Full timeAt Conexus, we are focused on supporting our members with their needs of today, while also helping them work towards their goals for the future. It’s more than conducting a banking transaction, it’s about providing our members with insightful content, tools, expert advice, and a full suite of products to empower them and inspire confidence in their...
