Field Tax Advisor

Job Title: Field Tax Advisor and PreparerDepartment: Operations, WestReports to: Tax Advisor SupervisorLocation: Kelowna, British Columbia. Travel within region required.Employment Type: Full-time, Permanent

This is a mobile, client-facing role. You will spend much of your time meeting members across your assigned territory (up to 2 hours of travel in any direction). If you prefer primarily office-based work, this role is not a fit.

Ready for Your Next Challenge? Join FBC in Kelowna

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: Tax Advisor

As a Field Tax Advisor & Preparer, you are responsible for travelling to meet with FBC members in their place of business to understand their financial situations 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.

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 primarily on the road, but will report into our Kelowna office. You will be expected to travel regularly during to meet with members.

This role requires strong technical expertise in Canadian tax and accounting standards, and a passion for helping both clients and team members succeed.

Key Responsibilities

• 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
• 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 Bring

Education & 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

Other duties as required.

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?

This role is ideal for individuals eager to expand and apply their comprehensive tax knowledge. You'll have the opportunity to work hands-on with diverse tax matters, develop a deep understanding of corporate and personal tax processes, and enhance your overall financial expertise while engaging directly with real-world tax challenges, helping Members navigate complex issues and delivering valuable solutions that matter.

If you envision yourself thriving in this supportive and dynamic environment, we encourage you to Apply Today

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

We are an equal opportunity employer and are committed to building a diverse and inclusive workplace that reflects the communities we serve across Canada. We welcome applications from all qualified individuals, including but not limited to women, members of visible minorities, Indigenous Peoples, persons with disabilities, members of the 2SLGBTQIA community, and others who may contribute to the diversification of our workforce.

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.