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Housecall Pro · 23 hours ago

Tax Advisor

United States

Full-time

Remote

Mid Level

$72K/yr - $85K/yr

3+ years exp

Housecall Pro is a company dedicated to supporting home service professionals by providing innovative solutions. As a Tax Advisor, you will deliver personalized tax advisory services to small and medium-sized business clients, ensuring compliance and strategic planning while maintaining strong client relationships.

AppsHome ImprovementHome RenovationInformation TechnologyMobileSaaSSoftware

Growth Opportunities

Responsibilities

Deliver personalized tax advisory services to small and medium-sized business clients, with an emphasis on strategic planning and compliance

Support the preparation and review tax returns with precision, ensuring adherence to all federal and state regulations

Answer client questions about tax planning, deductions, and potential savings opportunities

Maintain strong, trust-based relationships with clients through responsive, thoughtful communication

Stay up to date on evolving tax legislation, rules, and guidance, and proactively apply insights to client needs

Leverage tax software to streamline workflows and ensure accuracy (i.e. Intuit ProConnect, Drake, UltraTax)

Identify common client issues and contribute to internal improvements in process and documentation

Partner cross-functionally with Customer Success and Product to advocate for the tax needs of SMB clients

Share knowledge and insights with peers and contribute to a collaborative, learning-oriented team environment

Support quality control by reviewing selected peer work when needed to ensure compliance and consistency

Qualification

CPA certificationTax preparation experienceIRS tax laws knowledgeTax software proficiencyAI tools experienceEmpathyCuriosityProcess improvement driveInterpersonal skillsAttention to detail