Tax Advisor & Preparer

Overview

Job Title: Tax Advisor & Preparer

Location: Newmarket, ON. 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 FBC 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.

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 reports to our FBC Barrie, ON location. You will be expected to report to the Barrie office as required.

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

• Minimum of 1 year of experience with a tax preparation or accounting firm.
• Proficiency in tax preparation and accounting software;
  Taxprep and Xero preferred (iFirm knowledge an asset).
• Experience preparing tax returns for farms and small businesses.
• Experience preparing corporate tax returns.

• 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.

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 2

SLGBTQIA+ 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.

Please note:

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