Tax Advisor & Preparer - Personal & Corporate Returns

FBC Farm and Small Business Tax Consultants; St. Catharines; Hybrid; CAD 60,000 - 80,000; Full time

Job summary

A tax advisory firm is seeking a Tax Advisor in the Niagara Region. Responsibilities include providing tailored tax strategies, reviewing income tax returns, and managing client relationships. The ideal candidate will have strong knowledge of Canadian tax laws and experience with corporate tax cycles. This full-time, permanent role requires travel to clients’ locations.

Benefits

Competitive pay

Solid benefits

Opportunities for development

Qualifications

• 3+ cycles of corporate tax experience is an asset.
• Proficient in tax software and Microsoft Office.
• Experience with farms/small business tax returns preferred.

Responsibilities

• Provide exceptional tax advice to Members.
• Review and file personal and corporate tax returns.
• Develop and implement tax planning strategies.

Skills

Client service skills

Verbal and written communication

Strategic thinking

Education

Experience with corporate tax cycles

Knowledge of Canadian tax laws

Tools

Taxprep / IFirm

Xero

Profile

Microsoft Excel

Job description

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. In addition, you will introduce them to our full range of services, including bookkeeping, legal assistance, payroll, and access to financial and estate planning professionals. This includes support in areas such as estate planning, retirement planning, and cash flow management, as their needs arise.

This is a client-facing, impact-driven role ideal for professionals who are 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. You will be expected to work onsite as required.

This is a travel-based role requiring in-person visits with members at their place of business.

Key Responsibilities

As a Tax Advisor, you will :

• 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 maintain strong client relationships as a 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

• 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 is a role that requires travel. A reliable vehicle is necessary.

Hybrid- Meeting with Members and in office as required.

Employment Type : Permanent, Full-time.

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!

Note

The internal job title for this position may differ from the title listed in this posting.

Equal Opportunity

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 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.