Tax Advisor & Preparer (Hybrid, Travel Required)

About the role

The Tax Advisor & Preparer will work directly with FBC members to understand their financial situation and deliver tailored tax strategies that minimise both short‑term and long‑term tax liabilities. The position is hybrid, based in Winnipeg, and requires regular travel to urban, rural and remote member locations, sometimes up to two weeks per month.

Key responsibilities

• Provide accurate tax and accounting advice to members.
• Collect member information and prepare T1 personal and T2 corporate tax returns.
• Build and maintain strong relationships, encouraging referrals and long‑term engagement.
• Identify member needs and connect them with other specialists within FBC.
• Maintain precise records of all member interactions and services provided.
• Perform other duties as required.

Required profile

• Minimum three years of experience in a tax preparation or accounting firm.
• Client‑focused with strong knowledge of tax and accounting practices.
• Valid driver’s licence, vehicle registration and reliable vehicle.
• Willingness to travel daily to locations up to 5+ hours away and spend up to two weeks per month in remote areas.
• Motivated to build lasting relationships and provide trusted financial guidance.

Required skills

• Proficiency with tax preparation and accounting software – Taxprep and Xero preferred.
• Familiarity with iFirm is an asset.