Tax and Financial Advisor

4 weeks ago

Toronto, Ontario, Canada FBC Farm and Small Business Tax Consultants Full time

Job Overview

We are seeking a highly skilled Tax and Member Services Advisor to join our team at FBC Farm and Small Business Tax Consultants. As a key member of our team, you will play a vital role in providing exceptional tax and accounting advice to our members, fostering strong relationships, and connecting them with our domain experts.

Key Responsibilities

As a Tax and Member Services Advisor, you will:

  • Provide expert tax and accounting advice to FBC members, ensuring they receive tailored solutions to minimize their tax liabilities.
  • Foster strong relationships with FBC members, securing referrals and delivering exceptional customer service.
  • Recognize member needs and connect them with our domain experts, ensuring seamless support and guidance.
  • Participate in community events, promoting FBC's services and building relationships with potential clients.

Requirements

To succeed in this role, you will need:

  • A minimum of 3 years of experience in tax preparation or accounting, preferably with a tax preparation or accounting firm.
  • Proficiency in tax preparation and accounting software, including Taxprep and Xero, with iFirm knowledge being desirable.
  • Experience working with corporations, farms, and small businesses, with a focus on tax returns preparation.
  • Superior client service skills, excellent verbal and written communication abilities, and a proven ability to meet deadlines.

What We Offer

At FBC, we offer a dynamic and supportive work environment, competitive pay, solid benefits, and endless opportunities for development. We value integrity, respect, and innovation, and we're committed to helping you grow into the best version of yourself. If you're passionate about delivering exceptional service and building strong relationships, we encourage you to apply today.

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