Lead Tax Advisor
Housecall Pro(9 months ago)
About this role
A Tax Advisor at Housecall Pro is a trusted tax expert supporting small and medium-sized business clients with tax preparation, strategic planning, and compliance guidance. The role focuses on delivering personalized advisory services, overseeing accurate tax filings, and shaping client experiences while contributing to a growing service advisory function. The position partners with cross-functional teams and helps improve internal tax processes to better serve SMB clients.
Required Skills
- Tax Advisory
- Tax Preparation
- Client Communication
- Relationship Management
- Tax Research
- Tax Software
- Process Improvement
- Cross Functional
- Quality Review
- Strategic Planning
Qualifications
- CPA
- Enrolled Agent (EA)
- Bachelor’s Degree in Accounting, Finance, or Related Field
About Housecall Pro
housecallpro.comHousecall Pro is an all-in-one business management platform for home service companies (e.g., HVAC, plumbing, electrical, cleaning). It provides scheduling and dispatch, mobile field tools, online booking, estimates, invoicing and payment processing, customer management, automations, and reporting to streamline operations. The platform integrates with common payment and marketing tools and is used by over 200,000 field service professionals. Housecall Pro positions itself as a top-rated solution focused on helping small and mid-size service businesses run and grow more efficiently.
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