Tax Advisor & Preparer
About The Position
The Tax Advisor & Preparer works directly with Members to understand their financial situation and deliver tailored tax strategies that minimize taxes in both the short and long term. In addition to tax preparation and planning, this role introduces Members to FBC’s full range of services, including bookkeeping, payroll, legal assistance, and access to financial and estate planning professionals. Support may also include estate planning, retirement planning, and cash flow management as Member needs arise. The successful candidate will be client-focused, knowledgeable in tax and accounting practices, and motivated to build lasting Member relationships while providing trusted financial guidance. This position is reporting into our FBC Winnipeg location. You will be expected to work onsite as required.
Requirements
- Minimum of 3 years of experience with a tax preparation or accounting firm.
- Proficiency in tax preparation and accounting software; Taxprep and Xero preferred (iFirm knowledge an asset).
- Experience preparing tax returns for farms and small businesses.
- Experience with corporate tax returns is an asset.
- Strong client service and relationship-building skills.
- Excellent verbal and written communication abilities.
- Proven ability to manage multiple priorities and consistently meet deadlines.
- Strong problem-solving skills and attention to detail.
- Strong strategic thinking skills with the ability to analyze unique scenarios and provide customized recommendations.
- Must be willing to drive daily to both urban and remote locations and possess a valid driver’s licence, vehicle registration, and a reliable vehicle.
- Willingness to spend up to two weeks per month working in remote locations, if required to meet member quotas and business needs.
Nice To Haves
- iFirm knowledge
Responsibilities
- Provide accurate tax and accounting advice to FBC Members.
- Obtain member information to file and complete member T1 and T2 tax returns.
- Build and maintain strong relationships with Members, encouraging referrals and long-term engagement.
- Identify Member needs and connect them with other specialists within the Company and network.
- Maintain accurate records of all Member interactions and services provided.
- Other duties as required
Benefits
- Competitive pay
- Solid benefits
- Endless opportunities for development
- Comprehensive benefits package
- Variable bonuses based on both individual and company performance metrics
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
