Tax & Member Services Advisor

Demand For HR; Regina; Hybrid; CAD 65,000 - 85,000; Full time

Job summary

A financial services company is seeking a Tax Advisor in Regina to provide exceptional tax and accounting advice to clients. This role involves meeting clients to understand their financial situations and implement tailored tax strategies. Candidates should possess significant experience with corporate tax processes and Canadian tax laws. Excellent communication and client service skills are essential. This position requires travel and a reliable vehicle, with hybrid work arrangements expected.

Qualifications

• Comprehensive experience with at least one full corporate tax cycle.
• Proficiency in tax preparation and accounting software.
• Experience managing client relationships.

Responsibilities

• Review and file complex personal and corporate tax returns.
• Meet with members in their place of business.
• Develop and implement tax planning strategies.

Skills

Client service skills

Verbal communication

Written communication

Strategic thinking

Education

Advanced knowledge of Canadian tax laws

Experience with corporate tax cycles

Tools

Taxprep/IFirm

Xero

Profile

Microsoft Excel

Job description

Job Description

As a Tax Advisor, you will meet with our Customers 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 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.

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 their Regina 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

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 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.