If you’re a CPA or EA who can lead with both precision and people skills, this role puts you in the driver’s seat. You’ll guide SMB clients through smart tax strategy and compliant filings while helping shape a growing advisory function from the ground up.
About Housecall Pro
Housecall Pro builds software and services that help home service professionals streamline and grow their businesses. Their tools cover scheduling, dispatching, payments, and more, all built to save Pros time and help them scale profitably. They support 40,000+ businesses and are on a mission to champion Pros to success.
Schedule
- Remote (United States)
- Full-time role supporting SMB tax clients
- Work expectations include client-facing advisory and return oversight (time zone not specified)
What You’ll Do
- Deliver personalized tax advisory services to small and medium-sized business clients, focused on strategic planning and compliance
- Support preparation and review of tax returns with precision, ensuring adherence to federal and state regulations
- Answer client questions on tax planning, deductions, and savings opportunities
- Maintain strong, trust-based client relationships through responsive, thoughtful communication
- Stay current on evolving tax legislation and apply insights proactively to client needs
- Use tax preparation software to streamline workflows and ensure accuracy (Intuit ProConnect, Drake, UltraTax)
- Identify common client issues and contribute to improvements in processes and documentation
- Partner cross-functionally with Customer Success and Product to advocate for SMB tax needs
- Share knowledge, coach peers, and contribute to a collaborative, learning-oriented team environment
- Support quality control by reviewing selected peer work when needed for compliance and consistency
What You Need
- Active CPA or Enrolled Agent (EA) certification (required)
- 3+ years of tax preparation and advisory experience, ideally with SMB clients
- Strong understanding of IRS and state tax laws and filing requirements
- Proficiency with modern tax prep tools (Intuit ProConnect, Drake, UltraTax)
- Bachelor’s degree in Accounting, Finance, or a related field (or equivalent experience)
- Experience using AI tools to improve quality and efficiency
Benefits
- Medical, dental, and vision insurance
- Life and disability coverage
- 401(k)
- Flexible, take-it-as-you-need-it paid time off plus paid holidays
- Equity in a rapidly growing startup backed by top-tier VCs
- Paid parental leave
- Monthly tech reimbursement
- Employee Assistance Program (EAP)
These roles don’t stay open forever, especially when they’re remote and client-facing. If you’ve got the credentials and you want real influence in how an advisory function grows, move now.
Help SMB owners make smarter tax decisions and help build the system that supports them.
Happy Hunting,
~Two Chicks…