Tax Advisor & Preparer - Personal & Corporate Returns

FBC Farm and Small Business Tax Consultants; Chatham; Hybrid; CAD 55,000 - 75,000; Full time

Job summary

A leading financial consulting firm in Chatham is seeking an experienced Tax Advisor & Preparer for personal and corporate returns. The role requires strong relationship management and proficiency in tax laws and software, along with a commitment to providing exceptional service to clients. This position is client-facing, impact-driven, and includes travel to meet with Members. A permanent, full-time role with competitive pay and development opportunities awaits.

Benefits

Competitive pay

Solid benefits

Opportunities for development

Qualifications

• Comprehensive experience with at least one full corporate tax cycle; 3+ cycles preferred.
• Demonstrated experience managing client relationships and accounting teams.
• Experience preparing tax returns for farms and small businesses preferred.

Responsibilities

• Provide tax and accounting advice to Members.
• Review and file complex personal and corporate income tax returns.
• Develop tax planning strategies for a variety of clients.

Skills

Client service skills

Verbal and written communication

Strategic thinking

Education

Experience with corporate tax processes

Advanced knowledge of Canadian tax laws

Tools

TaxPrep/IFirm

Xero

Microsoft Excel

Job description

Job Title

Tax Advisor & Preparer - Personal & Corporate Returns

Location

Chatham, Ontario. Hybrid – travelling to meet Members and in office as required.

Employment Type

Full-time, Permanent

Ready for Your Next Challenge?

Join FBC in Chatham!

Company Overview

Established in 1952 as a family business, FBC has grown to become one of Canada’s largest tax and financial consulting firms for small businesses. With 12 branches across the country, we support over 15,000 entrepreneurs and small business owners, including farmers, construction contractors, skilled trades, and self‑employed professionals. A membership goes beyond a single tax filing and is a long‑term partnership, helping members save over 22 million dollars through year‑round collaboration on optimal tax strategies and planning.

Position Overview

As a Tax Advisor, you will meet with FBC Members in their place of business to understand their financial situation and provide tailored tax strategies that minimize taxes in both the short and long term. You will also introduce them to our full range of services — bookkeeping, legal assistance, payroll, and access to financial and estate planning professionals — supporting their needs in areas such as estate planning, retirement planning, and cash flow management.

This is a client‑facing, impact‑driven role ideal for professionals dedicated to building relationships, solving problems, and delivering real value. We’re driven by a commitment to supporting those who work tirelessly to power our economy and strengthen our communities.

This position is based out of our FBC London location and requires onsite work as needed.

Travel is a core component of this role; you will conduct in‑person visits with members at their place of business and maintain strong client relationships.

Key Responsibilities

• Provide exceptional tax and accounting advice to Members.
• Review and file complex personal (T1) and corporate (T2) income tax returns.
• Develop and implement tax planning strategies for a variety of clients, including farm and small business owners.
• Meet with members in their place of business and serve as their primary contact for key accounts.
• Conduct Member reviews.
• Support seasonal and year‑round reconciliations and filings, including GST/HST, T1, T2, and other applicable tax returns.
• Foster strong relationships with Members and secure Member referrals.
• Recognize Member needs and connect them with our other domain experts within the company and network.

What You Will Bring

Education and Experience

• Comprehensive experience with at least one full corporate tax cycle; 3+ cycles preferred and considered a strong asset.
• Advanced knowledge of Canadian tax laws and regulations (T1, T2, T3) is preferred.
• Demonstrated experience managing client relationships and accounting teams.
• Proficiency in tax preparation and accounting software such as TaxPrep/IFirm, Xero, or Profile.
• Strong Microsoft Office skills, particularly in Excel.
• Strong proficiency in corporate tax processes and regulations.
• Experience with agriculture and/or preparing tax returns for farms and small businesses is preferred.

Knowledge, Skills and Abilities

• Superior client service skills.
• Excellent verbal and written communication abilities.
• Proven ability to consistently meet deadlines.
• Dedicated to providing financial support that empowers Members.
• Strong strategic thinking skills with the ability to analyze unique scenarios and provide customized recommendations.

Other Requirements

Please note that this role requires travel. A reliable vehicle is necessary.

Hybrid – Meeting with Members and in office as required.

Employment Type: Permanent, Full‑time.

Why 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 focus on the present and the future. Integrity, respect, and a collaborative culture define who we are.

This role is ideal for individuals eager to expand and apply comprehensive tax knowledge, working hands‑on with diverse tax matters, deepening understanding of corporate and personal tax processes, and enhancing overall financial expertise.

We invite you to Apply Today and join a supportive, dynamic environment.

Equal Opportunity Employer Statement

We are an equal opportunity employer and are committed to building a diverse and inclusive workplace that reflects the communities we serve across Canada. We welcome applications from all qualified individuals, including but not limited to women, members of visible minorities, Indigenous Peoples, persons with disabilities, members of the 2SLGBTQIA+ community, and others who may contribute to the diversification of our workforce.

Accommodations Statement

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. If you require any accommodations, please let us know and we will work with you to meet your needs.