Seasonal Tax Services Associate

Farm Business Consultants; Quinte West; Hybrid; CAD 30,000 - 39,000; Full time

Benefits offered by this job

Mileage reimbursed

Company-provided cell phone

Local territory

Season-end supplement up to $2,000

Paid training

Job summary

Farm Business Consultants is seeking a Seasonal Tax Services Associate to visit farm and small business Members in person across local territory. The role is hybrid with travel to meet Members and perform tax dokument collection and T1 returns using FBC software.

You will visit homes and farm offices, gather paperwork, and prepare returns, with training provided. If you enjoy meeting people and working on the road, this role could be for you.

Qualifications

• A genuine people person.
• At home anywhere, comfortable visiting rural/remote properties in winter.
• Tech-confident; comfortable with a tablet or laptop; training provided.
• Not shy about asking for additional services when appropriate.
• Organized; capable of managing a full visit schedule and upload deadlines.
• Willing to travel daily and meet Members in person across urban and remote locations.
• Able to pass a criminal record check.

Responsibilities

• Get out and meet your Members by visiting assigned Members in person during the season.
• Gather and photograph tax documents on a company-provided device.
• Own the return by preparing each Member’s T1 from start to finish in FBC’s software.
• Know when to hand off complex cases to a Tax Advisor.
• Introduce Members to other FBC services like bookkeeping and payroll when appropriate.
• Build trusted relationships by understanding business challenges and offering FBC solutions.
• Navigate difficult conversations professionally and address pricing or service questions.
• Close the visit strong by encouraging a return next season.
• Keep mileage and expense claims current each month.

Job description

Overview

Job Title: Seasonal Tax Services Associate

Location: Trenton, ON. Hybrid- travelling to meet Members in local territory, and a home officeEmployment Type: Full-time, seasonal. January - April/ May

Position Status: Existing Vacancy

This is a travel-based role that requires daily in-person visits with FBC Members at their home or 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.

About FBC

For more than 70 years, FBC has worked alongside Canadian farm and small business owners. We’re a Membership-based firm, and our Members don’t stay for one tax season. They stay for an average of 18 years. That kind of loyalty comes down to the people who show up at the kitchen table each year.

As a Harvest company, we give Members complete financial support for the road ahead: tax, bookkeeping, payroll and planning. Growing your future is what we do for our Members, and it’s exactly what we do for the people who work here.

The Opportunity

Most tax job’s come with a desk, a headset and a queue. Ours puts you on the road, visiting about 200 farm and small business owners in your area who are looking forward to seeing you.

Each tax season, our Seasonal Tax Services Associates look after a local book of Members like these. You’ll visit every one of them in person, at the farm office, the kitchen table or wherever they’re most comfortable. You’ll collect their tax documents and prepare their T1 returns from start to finish using FBC’s guided software.

Our software is purpose-built to walk you through a straightforward return, and anything more complex goes to one of our Tax Advisors.

If you like people, love being on the road, and like the idea of being the familiar face a family looks forward to seeing, this is the job.

What You’ll Do

• Get out and meet your Members. Visit each of your assigned Members in person through the season. Our Member Care Coordinators book your visits for you, so you spend your day with Members, not on the phone.
• Gather the paperwork. Collect and photograph tax documents on a company-provided mobile device.
• Own the return. Prepare each Member’s T1 return in FBC’s guided software, start to finish.
• Know when to hand off. Flag anything complex to a Tax Advisor rather than working it out on your own.
• Open the door to more. Introduce Members to other FBC and Harvest services, such as bookkeeping, payroll, insurance and wealth, when they’re genuinely useful.
• Build Trusted Relations. Develop credibility with Members by asking thoughtful questions, understanding their business challenges, and positioning FBC's services as solutions that create value for their operation.
• Navigate Difficult Conversations Professionally. Navigate concerns, questions, resistance, pricing discussions, and service-related issues with confidence and professionalism.
• Close the visit strong. Ask each Member to commit to coming back next season before you leave.
• Stay on top of the details. Keep your mileage and expense claims current each month.

What We’re Looking For

• A genuine people person. You enjoy conversation, remember the details and build trust quickly with people from all walks of life.
• At home anywhere. You’re comfortable being a guest in someone’s home or farm office, including rural and remote properties, in Canadian winter weather.
• Tech-confident. You’re comfortable with a tablet or laptop. No tax or bookkeeping experience needed; we’ll train you on the software.
• Not shy about the ask. You’re comfortable mentioning another service when it fits, and asking a Member directly to come back next year.
• Organized. You can run a full visit schedule and stay on top of upload deadlines without being chased.
• Up for a demanding season. Full days on the road and back-to-back visits from January through April.
• A reliable vehicle, driver’s license, and current registration. You’ll use your own vehicle for visits, with mileage reimbursed.
• The ability to pass a criminal record check.

What We Offer

• $22–$28 per hour, depending on experience. Most first-season associates earn $18,000–$21,000 over the season.
• A season-end supplement of up to $2,000 when performance targets are met, paid at the end of May.
• Paid training before the season starts. We teach you the software and the visit; you bring the people skills.
• Mileage reimbursed at the CRA prescribed rate ($0.72/km for the first 5,000 km, $0.66/km thereafter.)
• A company-provided cell phone for the season.
• A local territory, so you’re home at the end of the day, not travelling out of province.
• A real path forward. Returning associates get first pick of preferred territories, and our Member Care Coordinator and Tax Advisor roles are filled from within wherever we can.

Seasonal Tax Services Associates earn $22–$28/hr – Most first-season associates earn $18,000–$21,000. With the ability to earn a $2000.00 season end supplement when targets are met.

FBC is an equal opportunity employer. We welcome applications from all qualified candidates and will provide accommodation at any stage of the hiring process on request.

Please note: the internal title for this role differs from the posting title. Once hired, you’ll hold the title Member Services Representative (MSR).