Tax Advisor & Preparer

Job Title

Tax Advisor & Preparer

Location

Kelowna, BC. Hybrid- travelling to meet Members, and in office

Employment Type

Full-time, Permanent

Position Status

Existing Vacancy

This is a travel-based role that requires daily in-person visits with members at their place of business. To proceed through the application process, you must be willing to drive daily to both urban and remote locations and possess a valid driver’s licence, vehicle registration, and a reliable vehicle.

Ready for Your Next Challenge? Join FBC in Kelowna!

Established in 1952 as a family business with deep roots in rural communities, FBC has grown to become one of Canada’s largest tax and financial consulting firms for small businesses. With 12 branches across the country, we support over 15,000 Canadian entrepreneurs and small business owners, including farmers, construction contractors, skilled trades, and self-employed professionals. At FBC, a membership is more than just a single tax filing—it’s a long-term partnership. We work alongside our 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

The Tax Advisor & Preparer works directly with Members to understand their financial situation and deliver tailored tax strategies that minimize taxes in both the short and long term. In addition to tax preparation and planning, this role introduces Members to FBC’s full range of services, including bookkeeping, payroll, legal assistance, and access to financial and estate planning professionals. Support may also include estate planning, retirement planning, and cash flow management as Member needs arise.

The successful candidate will be client-focused, knowledgeable in tax and accounting practices, and motivated to build lasting Member relationships while providing trusted financial guidance.

This position is reporting into our FBC Kelowna location. You will be expected to work onsite as required.

Key Responsibilities

• Provide accurate tax and accounting advice to FBC Members.
• Obtain member information to file and complete member T1 and T2 tax returns.
• Build and maintainstrong relationships with Members, encouraging referrals and long-term engagement.
• IdentifyMember needs and connect them with other specialists within the Company and network.
• Maintain accurate records of all Member interactions and services provided.
• Other duties as required.

What You Will Bring

Education and Experience

• Minimum of 2 years of experience with a tax preparation or accounting firm.
• Proficiencyin tax preparation and accounting software; Taxprep and Xero preferred (iFirm knowledge an asset).
• Experience preparing tax returns for farms and small businesses.
• Experience preparing both individual and corporate tax returns.

Knowledge, Skills And Abilities

• Strong client service and relationship-building skills.
• Excellent verbal and written communication abilities.
• Proven ability to manage multiple priorities and consistently meet deadlines.
• Strong problem-solving skills and attention to detail.
• Strong strategic thinking skills with the ability to analyze unique scenarios and provide customized recommendations.

Why FBC?

At FBC, we’re committed to helping you grow into the best version of yourself—whether that’s mastering your craft or leveling up your career. With competitive pay, solid benefits, and endless opportunities for development, we’re not just focused on the here and now, but on where you’re headed. Integrity is the foundation of everything we do, so you can always count on us to have your back. We respect and value your unique contributions, because we know that when you succeed, we all succeed. We believe that every voice counts and every idea matters, as innovation keeps us building for the future. And when we clear those hurdles, we celebrate as a team—because what’s the point of growth if we can’t enjoy the journey together?

This role is ideal for individuals eager to expand and apply their comprehensive tax knowledge. You’ll have the opportunity to work hands-on with diverse tax matters, develop a deep understanding of corporate and personal tax processes, and enhance your overall financial expertise while engaging directly with real-world tax challenges, helping Members navigate complex issues and delivering valuable solutions that matter.

If you envision yourself thriving in this supportive and dynamic environment, we encourage you to Apply Today!

Please Note The internal job title for this position may differ from the title listed in this posting.

Tax Advisors & Preparers are compensated through an annual salary ranging from $55,000-$100,000, in addition to a comprehensive benefits package and variable bonuses based on both individual and company performance metrics.

We are an equal opportunity employer and are committed to building a diverse and inclusive workplace that reflects the communities we serve across Canada. We welcome applications from all qualified individuals, including but not limited to women, members of visible minorities, Indigenous Peoples, persons with disabilities, members of the 2SLGBTQIA+ community, and others who may contribute to the diversification of our workforce.

Accommodations are available on request during all stages of the recruitment and selection process, in accordance with applicable human rights and accessibility legislation across Canada. If you require any accommodations, please let us know and we will work with you to meet your needs.