Help small and mid-sized business owners stop guessing and start making smart, confident tax moves. This is a client-facing advisory role where your expertise directly impacts how real Pros build, save, and grow.
About Housecall Pro
Housecall Pro builds software that helps home service professionals run and grow their businesses. Their tools support scheduling, dispatching, payments, and more, with one mission: champion Pros so they can save time, scale up, and live well. They’re a fast-growing company with a strong product culture and a people-first mindset.
Schedule
- Remote (United States)
- Full-time
- Salary range: $72,000–$85,000 (based on skills, experience, and location)
- Time zone alignment may be considered during hiring
What You’ll Do
- Deliver personalized tax advisory services for small and medium-sized business clients, focused on strategic planning and compliance
- Support the preparation and review of tax returns with precision, ensuring adherence to federal and state requirements
- Answer client questions on deductions, tax planning, and savings opportunities
- Build and maintain strong client relationships through responsive, thoughtful communication
- Stay current on evolving tax laws and apply insights proactively to client needs
- Use tax software to streamline workflows and ensure accuracy (Intuit ProConnect, Drake, UltraTax)
- Identify common client issues and contribute to process and documentation improvements
- Partner cross-functionally with Customer Success and Product to advocate for SMB tax needs
- Share knowledge with peers and contribute to a collaborative team culture
- Support quality control by reviewing selected peer work as needed
What You Need
- Active CPA or Enrolled Agent (EA) certification
- 3+ years of tax preparation and advisory experience, focused on SMB clients
- Strong knowledge of IRS and state-level tax laws and filing requirements
- Proficiency with modern tax prep tools (Intuit ProConnect, Drake, UltraTax)
- Bachelor’s degree in Accounting, Finance, or related field, or equivalent experience
- Experience using AI tools to improve work quality and efficiency
Benefits
- Medical, dental, vision, life, and disability coverage
- 401(k)
- Flexible, take-it-as-you-need-it paid time off and paid holidays
- Equity in a rapidly growing startup backed by top-tier VCs
- Monthly tech reimbursements
- Paid parental leave and Employee Assistance Program (EAP)
If you meet the core requirements, get your name in early while this team is still scaling.
Bring your tax expertise somewhere it actually changes outcomes for real business owners.
Happy Hunting,
~Two Chicks…