
Posted 11 hours ago
Corporate Advisor
Bestax Chartered AccountantsCorporate Advisor (Customer Service)
Perks & benefits
Annual LeaveHealth InsuranceCommission
Requirements
Customer service experience, Business setup experience, Accounting firm experience, English fluency, Consultative selling skills, CRM knowledge
Skills
CRMcustomer serviceSales
About the role
Responsibilities
- Respond promptly to inbound inquiries via phone, email, and CRM platforms
- Conduct consultation calls to assess client needs and recommend business setup structures
- Provide guidance on basic CRA compliance requirements, including corporate taxes, GST/HST, and payroll
- Prepare and present proposals, pricing, and service agreements to clients
- Coordinate with internal Canadian tax and accounting teams for onboarding and service delivery
- Manage cross-border service requests by working with the Dubai team for UAE business setup solutions
- Maintain accurate CRM records, follow-ups, and client documentation
- Promote additional services such as monthly bookkeeping, tax filing, and business advisory
- Support sales initiatives, networking activities, and partnership opportunities in Canada
- Generate periodic sales and pipeline reports for management
Requirements
- Experience in customer service, business setup, or within an accounting firm in Canada
- Excellent English communication skills, both written and verbal
- Strong confidence in client communication and consultative selling
- Highly organized and proactive with the ability to manage multiple tasks
- Knowledge of accounting, tax, or CRM systems is considered a strong asset
Benefits
- Competitive base salary with an exciting incentive structure
- Continuous learning and professional development opportunities
- Direct impact on entrepreneurs, startups, and multinational corporations
- Clear prospects for personal and professional growth
- Collaborative, diverse, and dynamic work environment
About the Company
Bestax Chartered Accountants is a team of dedicated and qualified public accountants providing a wide range of financial services, including VAT, Corporate Tax, Audit & Assurance, and Business Setup services. We support clients through complex compliance and consultancy needs across multiple jurisdictions.
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Bestax Chartered Accountants · Mississauga
