Overview
As a Local Tax and Member Services Advisors, you will take the time to understand our Member’s financial situation 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.
Key Responsibilities
As a Local Tax and Member Services Advisor, you will :
- Provide exceptional tax and accounting advice to FBC members.
- Foster strong relationships with FBC members and secure member referrals.
- Recognize member needs and connect them with our other domain experts within the company and network.
- Participate in community events.
What you Will Bring
Experience :
- Minimum of 3 years of experience with a tax preparation or accounting firm.
- Proficiency in tax preparation & accounting software, preferably with Taxprep and Xero. iFirm knowledge would be desirable.
- Experience working with corporations would be desirable.
- Experience preparing tax returns for farms, small businesses, and corporations.
Knowledge, Skills and Abilities :
- Superior client service skills.
- Excellent verbal and written communication abilities.
- Proven ability to consistently meet deadlines.
Other Requirements :
Please note that this is a role that requires travel. A reliable vehicle is necessary.
What We Offer / 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?
If you envision yourself thriving in this supportive and dynamic environment, we encourage you to Apply Today!
Local Tax and Member Services Advisor
As a Local Tax and Member Services Advisors, you will take the time to understand our Member’s financial situation and provide tailored tax strategies that minimize taxes in both the short and long term. As a Local Tax and Member Services Advisor, you will:. In addition, you will introduce them to o...
Specialist - Mergers and Acquisitions Tax Services
KPMG's experienced team of Mergers and Acquisitions tax professionals helps clients identify, analyze and resolve tax issues that inevitably arise during the M&A transaction process. At KPMG, you'll join a team of diverse and dedicated problem solvers, connected by a common cause: turning insight in...
Manager - Tax - Private Client Services - Ottawa
As a manager, you will be responsible for recommending and implementing tax strategies that align with the client's objectives, corresponding with legal counsel and tax authorities on client issues, assisting with reorganizations, researching compliance and planning issues and reviewing personal, co...
Customer Service Advisor and Technical Support Advisor - Mobile Devices and Services - Work-at-Home - CANADA
Customer Service Advisor and Technical Support Advisor - Mobile Devices and Services - Work-at-Home - CANADA. Transcom is a global customer experience specialist, providing customer care, sales, technical support and credit management services through our extensive network of contact centers and wor...
Gender and Social Development Advisor
MBA or Masters in Gender Studies, Sociology/Anthropology/Social Development, International/ Development/Affairs, Public Policy, Economics, Human Rights or other social science preferably involving gender studies. If you are passionate about helping organizations in Institutional capacity development...
Banking Advisor (On-Site)
Advisory services, Personal banking. A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and colleagues. After gaining the necessary experience in your role as a Bankin...
Financial Security Advisor
As a Sun Life Financial advisor you’ll receive exceptional training and support to help build your business, competitive compensation, and ongoing recognition for your achievements. Deliver personalized, ongoing financial solutions to help clients work toward their long-term investment and retiremen...
Sales Development Representative
Sales Development Representative (SDR). Sales Development Representative (SDR). Sales Development Representative (SDR). Our Sales team gains an understanding of who our customers are, what their businesses do, and how Jobber can help them succeed, to turn leads into advocates. ...
Jr. Parts Advisor- Mercedes-Benz Surrey
Maintain minimum levels of parts and supplies through data processing records and visual inspection, initiate purchase requests as appropriate to maintain minimum parts inventory. Maintain parts and parts room in a clean and orderly manner. Be familiar with the process of ordering and arranging part...
Regional Service Manager
RSM will be accountable for hiring and managing onsite resources, prioritizing workload, working with the Service Desk to drive left shift of tickets to reduce field dispatches for tickets which can be fixed remotely, Field Support operations stabilization, conduct Weekly/Monthly/Quarterly reviews f...