Tax Advisor & Preparer

Farm Business Consultants • Thunder Bay, ON

1d • Onsite

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 to our FBC Winnipeg, MB location. This is a travel-based role that requires daily in-person visits with members at their place of business. To proceed through the application process, you 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. This role requires travel to rural and remote member locations, which may be 5+ hours away. Candidates must be willing to spend up to two weeks per month working in remote locations, if required to meet member quotas and business needs.

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.
• 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.
• Willing to drive daily to both urban and remote locations.
• Possess a valid driver’s licence, vehicle registration, and a reliable vehicle.

Nice To Haves

• Experience with corporate tax returns is an asset.
• iFirm knowledge an asset.

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

• Comprehensive benefits package
• Variable bonuses based on both individual and company performance metrics.
• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed