About this role
The Tax Advisor provides expert tax preparation and advisory services to small and medium-sized business clients, delivering clarity on compliance and strategic tax savings. This role supports accurate return preparation, shapes client experiences, and helps build a high-quality advisory function within a growing service division. The advisor collaborates across teams to advocate for SMB tax needs and contributes to process and documentation improvements.
Required Skills
- Tax Advisory
- Tax Preparation
- Compliance
- Client Communication
- Tax Research
- Tax Software
- Process Improvement
- Cross Functional
- Quality Review
- Relationship Management
+2 more
Qualifications
- CPA
- Enrolled Agent (EA)
- Bachelor's Degree in Accounting or Finance
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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