Tax Advisor & Preparer

Job Title : Tax Advisor & Preparer

Location : Abbotsford, BC. Hybrid – travelling to meet members, remote as required.

Employment Type : Full-time, Permanent.

Position Status : Existing Vacancy.

Position Overview

This travel-based role requires daily in-person visits with members at their place of business. The Tax Advisor & Preparer works directly with members to understand their financial situation and deliver tailored tax strategies, while introducing them to FBC’s full range of services. The role includes tax preparation and planning, and may also involve estate and retirement planning, and cash flow management as needs arise.

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 maintain strong relationships with members, encouraging referrals and long...