Tax Advisor & Preparer

Overview

Job Title: Tax Advisor & Preparer

Location: Sault Ste. Marie, ON. Hybrid- travelling to meet Members, and remote.
Employment Type: Full-time, Permanent

Position Status: Existing Vacancy

This isn't your typical desk-bound accounting role. You'll spend your days meeting with our loyal members, visiting their businesses, and providing trusted tax guidance where they need it most. No two days look the same. You'll enjoy a high degree of autonomy, flexibility in managing your schedule, and the opportunity to work directly with hardworking Canadian business owners and farmers. It's a role that's ideal for someone who enjoys both people and numbers. If you're knowledgeable in tax or eager to learn, enjoy working independently, and are ready for an exciting new chapter, we'd love to welcome you to our Sudbury team.

This is a travel-based role that requires daily in-person visits with FBC 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.

Position Overview

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. This role is responsible for independently preparing and reviewing corporate tax returns, advising on complex tax matters, and identifying planning opportunities that support Members' business and personal financial objectives. In addition to tax preparation and planning, the Tax Advisor 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.

This position is reporting into our FBC Sudbury, ON location.

Key Responsibilities

• Provide accurate tax and accounting advice to FBC Members.
• 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.
• Obtain Member information to file and complete personal and corporate tax returns.

What you Will Bring

Education and Experience

• Experience with a tax preparation or accounting firm is preferred.
• Experience preparing personal and corporate tax returns is preferred.
• Proficiency in tax preparation and accounting software; Taxprep and Xero is preferred (iFirm knowledge an asset).
• High school diploma or equivalent required.
• Post-secondary education in Accounting, Business, Agriculture, or a related discipline is preferred.

Knowledge, Skills and Abilities

• 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.

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.

Corporate Tax Advisors are compensated through an annual salary ranging from $65,000 -$100,000, in addition to a comprehensive benefits package and variable bonuses based on both individual and company performance metrics.