Tax Advisor & Preparer

About the role

FBC is seeking a Tax Advisor & Preparer to work directly with members in Kamloops and surrounding areas. This hybrid position involves daily travel to client sites, providing personalized tax strategies and linking members to the full suite of FBC services.

Key responsibilities

• Prepare and file T1 and T2 tax returns for individuals, farms, and small businesses.
• Deliver accurate tax and accounting advice tailored to each member’s financial situation.
• Build and maintain strong, long‑term relationships with members, encouraging referrals.
• Identify member needs and connect them with bookkeeping, payroll, legal, estate and financial planning specialists.
• Maintain detailed records of all member interactions and services provided.
• Travel up to 5 hours daily to meet members at urban and remote locations.

Required profile

• Minimum of 2 years experience in a tax preparation or accounting firm.
• Proven ability to prepare both individual and corporate tax returns, including for farms and small businesses.
• Valid driver’s licence, vehicle registration and reliable vehicle for daily travel.
• Client‑focused mindset with strong communication skills.

Required skills

• Taxprep software
• Xero accounting software
• iFirm knowledge (asset)