Tax & Member Services Advisor

Demand For HR; Regina; Hybrid; CAD 30,000 - 60,000; Full time

Job summary

A prominent tax and financial consulting firm in Canada seeks a Tax Advisor to provide tailored tax strategies to members. The role involves fostering client relationships, advising on tax matters, and working collaboratively with a team of experts. The ideal candidate has at least 3 years of experience in tax preparation, including corporate returns. This position offers competitive compensation with base salary and bonus, and includes a travel allowance.

Benefits

Comprehensive benefits

Travel allowance

Competitive compensation

Qualifications

• Minimum of 3 years of experience with a tax preparation or accounting firm.
• Experience preparing corporate tax returns is required.
• Experience preparing tax returns for farms and small businesses.

Responsibilities

• Provide exceptional tax and accounting advice to members.
• Foster strong relationships with members and secure member referrals.
• Meet with members in their place of business.

Skills

Excellent verbal and written communication

Superior client service skills

Tools

Taxprep

Xero

iFirm

Job description

Overview

Job Description

Job Description

Ready for Your Next Challenge?

Our Customer, established in 1952 as a family business with deep roots in rural communities, has grown to become one of Canada’s largest tax and financial consulting firms for small businesses. With 12 branches across the country, they support over 15,000 Canadian entrepreneurs and small business owners, including farmers, construction contractors, skilled trades, and self-employed professionals. A membership is more than just a single tax filing—it’s a long-term partnership. They work alongside their members throughout their lives, saving them over 22 million dollars through year-round collaboration on optimal tax strategies and planning, allowing them to focus on what matters most: running their businesses and enriching their communities.

Position Overview

As a TaxAdvisor, you will meet with Members 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 the 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.

Key Responsibilities

• Provide exceptional tax and accounting advice to members.
• Foster strong relationships with members and secure member referrals.
• Meet with members in their place of business.
• Recognize member needs and connect them with our other domain experts within the company and network.
• Participate in community events.

What You Will Bring

Experience :

• Minimum of 3 years of experience with a tax preparation or accounting firm.
• Proficiency in tax preparation & accounting software, preferably with Taxprep or Xero. iFirm knowledge would be desirable.
• Experience preparing corporate tax returns is a requirement.
• Experience preparing tax returns for farms and small businesses.
• Experience with AgriInvest.

Knowledge, Skills and Abilities :

• Superior client service skills.
• Excellent verbal and written communication abilities.
• Proven ability to consistently meet deadlines.
• This role requires 2 days per week onsite, and 3 days WFH.

In this role you will be provided with Travel allowance if you go to customer locations.

Competitive compensation, includes Base Salary, bonus, comprehensive benefits.