Become a Client-Focused Tax Advisor & Preparer at FBC in Kelowna, BC, combining onsite work with essential Member visits. Support clients with tailored tax strategies and financial guidance.
In this full-time, travel-based role, you'll work directly with Members to understand their unique financial situations. Prepare tax returns and introduce them to FBC’s comprehensive services, from bookkeeping to estate planning. Building trust and strong relationships is essential for achieving long-term Member engagement.
Key Responsibilities:
• Provide precise tax and accounting advice to clients
• Prepare and file T1 and T2 tax returns accurately
• Strengthen relationships with Members for referrals
• Assess and connect Members with specialists
• Document all interactions and services provided
Requirements:
• 2 years of experience at a tax firm
• Competence in tax preparation software
• Familiarity with corporate and individual tax returns
• Strong verbal and...