Onboarding Tax Advisor

Overview:
**Position Title**:Onboarding Tax Advisor
**Department**:National Member Onboarding
**Reports to**:Client Success Manager
**Location**:Calgary, Alberta. Onsite/Hybrid.
**Employment Type**:Permanent, Full-time

**Ready for Your Next Challenge? Join FBC in Calgary**

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 **Tax Advisor on the National Member Onboarding team**, you will play a key role in welcoming new members and setting the stage for their long-term success. This role combines the expertise of a tax professional with the relationship-focused responsibilities of client onboarding. You will collaborate with internal teams and FBC Members to understand their financial situation, review historical data, and ensure a seamless onboarding experience.

You will be responsible for guiding FBC Members through the onboarding process, ensuring their information is accurate, their accounts are properly set up, and they are introduced to our full range of services, including bookkeeping, payroll, legal assistance, and financial and estate planning support.

**Key Responsibilities**

- Provide exceptional tax and bookkeeping advice to Members
- Conduct new Member reviews of prior year returns
- Preparation of T1, T2, T3 and GST/HST type returns
- Setup systems by entering historical data
- Foster strong relationships with Members
- Recognize Member needs and connect them with our other domain experts within the company and network.

**Education and Experience**

-**
Comprehensive experience with at least one full corporate tax cycle**; 3+ cycles preferred and considered a strong asset.
- Proficiency in tax preparation & accounting software, specifically with Taxprep/IFirm, Xero is an asset
- Strong proficiency in corporate tax processes and regulations.
- Experience preparing tax returns

**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

**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?

Please Note: The internal job title for this position may differ from the title listed in this posting.

Accommodations are available on request during all stages of the recruitment and selection process, in accordance with applicable human rights and accessibility legislation across Canada. If you require any accommodations, please let us know and we will work with you to meet your needs.