Farm Business Consultants

Coordinator - New Member Onboarding, Tax

CA-ON-London
1 month ago
Job ID
2017-1546
# of Positions
1
Job Category
Operations

Overview

Farm Business Consultants (FBC) has helped to Make Life less Taxing for Farm and Small Business owners across Canada for 65 years. With over 50,000 Members from British Columbia to Nova Scotia, FBC brings together a strong team of tax experts with one of Canada’s most sophisticated tax engines to ensure our Members pay the least amount of taxes over the long run. Our customers benefit from our industry leading Membership model that provides year round services. Members count on FBC for proactive tax planning, business consulting, the best possible tax return, and the security of audit protection through their Membership. Please visit us at www.fbc.ca to learn more about our service and product offerings.

 

 

 

We are currently seeking a detail-oriented and highly organized individual to join our New Member Orientation department in London, Ontario as our New Member Onboarding Coordinator (NMOC). The New Member Orientation department looks after the initial steps and tasks required to making life less taxing for FBC’s new Members. Our main focus is on establishing the client relationship, collecting historical data, setting up accounts with necessary information, delivering customized service and promoting and sharing FBC’s other service offerings. The New Member Orientation department completes additional tasks, as required, to onboard new Members.

 

Reporting to the New Member Orientation Team Lead, the NMOC will answer basic tax and tax-related questions for our Members, collaborate with and support the processing team in providing Members products and services and assist tax consultants with pre-and post appointment Member support.

 

The NMOC may be required to attend courses and other professional development opportunities from time to time, therefore, the incumbent must have a strong appetite for learning and professional growth.

 

 

KEY RESPONSIBILITIES

 

Functions and responsibilities include, but are not limited to, the following:

  • Enter historical and personal data into FBC systems to create new accounts
  • Perform analytical reviews of prior year tax returns and financial statements to identify trends, patterns and opportunities
  • Prepare exploratory questions for the Local Tax Consultant to take to their first meeting with each new Member
  • Create T1 adjustments and prior year T1 income tax returns
  • Correspond with the Canada Revenue Agency (CRA) on behalf of Members to resolve any issues or outstanding items
  • Prepare and sign off on early communications and summaries provided to new Members
  • Turn new Member accounts over to the Member Care Coordinators at the prescribed time
  • Other duties, relevant to the position, may be assigned as required

 

 

QUALIFICATIONS

 

Education and experience

 

Our ideal candidate will possess:

  • Education in accounting such as an accounting diploma or certificate; equivalent, directly-related experience may be considered in lieu of formal education
  • 2+ years of personal (T1) tax preparation experience
  • A working knowledge of financial statements
  • Knowledge of, or experience with, database and/or accounting software (e.g. QuickBooks or Simply Accounting) is an asset
  • Corporate (T2) tax preparation experience would be an asset

 

Knowledge, skills and abilities

 

Our ideal candidate will demonstrate:

  • Strong communication, written and verbal, including over the phone
  • A warm personality – adept at building relationships and providing top notch service
  • A professionalism demeanor – skilled at establishing trust and rapport
  • Possess basic tax knowledge (T1 and T2)
  • Able to review and understand financial statements and bookkeeping records
  • Familiar with Canada Revenue Agency (CRA) requirements, guidelines and the services they provide
  • Able to review and interpret the (CRA) printouts and reports, as well as tax returns and related documents
  • Highly detail-oriented
  • Highly organized
  • Proficient at prioritizing and managing work and capable of adapting to shifting demands
  • Computer skills including MS Office and databases
  • Strong problem solving and conflict resolution skills

 

Other Requirements

  • An aptitude for learning software, including databases
  • A track record of lifelong learning

 

 

WE PROVIDE

 

A career with FBC provides:

  • An opportunity to build a long and rewarding career in an established and well-respected organization that provides variety and ongoing training within a supportive team environment
  • Career advancement opportunities
  • A pride in knowing that you have had the opportunity to make a positive impact on FBC clients and their operations
  • Full company benefits including Medical, Dental, Life, Disability coverage, and a Health Spending Account
  • Regular staff social events
  • A charitable donation matching program for all staff

 

At FBC, we pride ourselves on working hard and producing excellent work while maintaining a respectful and professional work environment. We are sure that FBC is a place you will be proud to work at!

 

This is your chance to contribute to the continued growth of the largest and most experienced rural tax specialist in Canada!

 

 

APPLY TODAY!

 

Please submit current cover letter and resume, in one document, via our Careers page at www.fbc.ca. Enter job i.d. "2017-1546" into the search bar to immediately bring up this job. Click on the posting title and then click on the "Apply for this job online" button at the bottom of the job posting.

 

This posting will be active until November 26, 2017, or until a suitable candidate is found.

 

Review of submissions will begin immediately.

 

Please note, while we thank all who are interested and apply for jobs at FBC, only those selected to proceed through the hiring process will be contacted.

 


 

 

FBC is committed to maintaining a respectful and inclusive workplace. We strive to provide accessibility, diversity and equal opportunity. Requests for accommodation may be made at any stage of the recruitment and selection process providing the applicant meets the bona-fide requirements for the open position. Applicants need to make their requirements known when contacted.

 

To receive a copy of a job posting in an alternative format, please contact us at accessibility@fbc.ca.

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