Tax Advisor & Preparer

Overview

Job Title: Tax Advisor & Preparer

Location: Kelowna, BC. Hybrid – travelling to meet Members, and in office

Employment Type: Full-time, Permanent

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.

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 profession...