Tax Advisor & Preparer

About the role

FBC is seeking a Tax Advisor & Preparer to join its Smiths Falls office. This hybrid position involves daily travel to meet members at their businesses across Belleville and surrounding communities, providing personalized tax and financial guidance.

Key responsibilities

• Prepare and file T1 and T2 tax returns for members.
• Deliver accurate tax and accounting advice tailored to each member’s situation.
• Identify member needs and refer them to other FBC specialists (bookkeeping, payroll, legal, estate planning, etc.).
• Maintain detailed records of all member interactions and services provided.
• Build and nurture long‑term relationships, encouraging referrals and ongoing engagement.

Required profile

• Minimum of 1 year experience in a tax preparation or accounting firm.
• Client‑focused mindset with strong communication skills.
• Valid driver’s licence, vehicle registration, and reliable vehicle for daily travel.
• Willingness to travel frequently to urban and remote locations.

Required skills

• Proficiency with tax preparation software (Taxprep preferred).
• Experience using accounting software (Xero preferred).