If you’re a CPA or EA who likes translating tax chaos into clear, confident next steps for business owners, this one’s for you. You’ll advise SMB clients, oversee accurate filings, and help uncover real savings while helping build a growing advisory function from the ground up.
About Housecall Pro
Housecall Pro builds software and services that help home service professionals run and grow their businesses. Their tools support scheduling, dispatching, payments, and more, designed to save Pros time and help them scale profitably. They support 40,000+ businesses and are focused on championing 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 for small and medium-sized business clients, focused on planning and compliance
- Support preparation and review of tax returns, ensuring adherence to federal and state regulations
- Answer client questions on deductions, planning strategies, and savings opportunities
- Build and maintain trust-based client relationships through responsive communication
- Stay current on tax law changes and apply updates to client situations proactively
- Use tax prep software to streamline workflows and ensure accuracy (Intuit ProConnect, Drake, UltraTax)
- Identify recurring client issues and help improve internal processes and documentation
- Partner with Customer Success and Product to advocate for SMB tax needs
- Share knowledge with teammates and contribute to a collaborative learning culture
- Provide quality control by reviewing 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 serving SMB clients
- Strong understanding of IRS and state tax laws and filing requirements
- Proficiency with modern tax tools (Intuit ProConnect, Drake, UltraTax)
- Bachelor’s degree in Accounting, Finance, or 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 (startup backed by top-tier VCs)
- Paid parental leave
- Monthly tech reimbursement
- Employee Assistance Program (EAP)
Hiring ranges don’t hang around forever. If you’ve got the credentials and you want a client-facing tax role with real influence, move on it.
Help business owners make smarter tax decisions, and help build the advisory engine that supports them.
Happy Hunting,
~Two Chicks…