Strategic Financial Advisor for Local Businesses

5 days ago


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

Overview

FBC Farm and Small Business Tax Consultants seeks a skilled Strategic Financial Advisor to join our team. This role offers an estimated salary of $85,000-$110,000 per year.

Job Description

As a Strategic Financial Advisor, you will meet with business owners in their place of work to understand their financial situation and provide tailored tax strategies that minimize taxes in both the short and long term.

Key Responsibilities:

  • 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 other domain experts within the company.
  • Participate in community events.

Required Skills and Qualifications:

To be successful in this role, you will need:

  • A minimum of 3 years of experience with a tax preparation or accounting firm.
  • Proficiency in tax preparation & accounting software, preferably with Taxprep and Xero.
  • Experience with corporate tax would be considered an asset.
  • Excellent client service skills.
  • Superior verbal and written communication abilities.
  • Proven ability to consistently meet deadlines.

Benefits:

We offer competitive pay, solid benefits, and endless opportunities for development. Our company culture is built on integrity, respect, and innovation.

Others:

This role requires travel, so a reliable vehicle is necessary.



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