Team Lead, Tax Advisor

Why Housecall Pro?

Help us build solutions that build better lives. At Housecall Pro, we show up to work every day to make a difference for real people: the home service professionals that support America’s 100 million homes.

We’re all about the Pro, and dedicate our days to helping them streamline operations, scale their businesses, and—ultimately—save time so they can be with their families and live well. We care deeply about our customers and foster a culture where our company, employees, and Pros grow and succeed together. Leadership is as focused on growing team members’ careers as they expect their teams to be on creating solutions for Pros.

We also offer:

• A generous benefits program that supports the whole you with medical, dental, vision, life, disability, and 401(k)
• Paid holidays and flexible, take-it-as-you-need-it paid time off 
• Equity in a rapidly growing startup backed by top-tier VCs
• Monthly tech reimbursements
• A culture built on innovation that values big ideas, no matter where they come from

The Role:

As a Team Lead, Tax Advisor, you play a key role in delivering high-quality tax advisory and preparation services while providing supervision to a team of tax preparers. You are a part of a growing and evolving division, where you help shape processes and contribute to building from the ground up. You directly support clients—reviewing tax returns, offering strategic tax advice, and ensuring compliance with regulations. Additionally, you provide mentorship, training, and quality control oversight to maintain accuracy and efficiency within the team. Your expertise ensures on-time and accurate return filings and tax advisory services.

Our team is passionate, empathetic, hard-working, and above all else focused on improving the lives of our service professionals (our Pros). Our success is their success.

What You Do Each Day

• Serve as a resource for team members, ensuring consistency and accuracy in tax filings
• Build and maintain strong client relationships, ensuring a high level of trust and satisfaction in tax advisory services
• Prepare, review, and finalize tax returns, ensuring accuracy and compliance
• Provide direct tax advisory support to clients, answering questions and offering strategic tax-saving recommendations
• Oversee tax return preparation to maintain consistency, accuracy, and adherence to tax regulations
• Supervise and support a team of tax preparers, providing guidance on complex tax matters and best practices
• Assist in refining and implementing efficient workflows to streamline tax preparation and filing processes
• Stay informed on tax law changes and communicate relevant updates to both clients and the team
• Collaborate with cross-functional stakeholders such as Customer Success, Sales, Product, and Engineering teams to align operational strategies with business objectives 
• Identify areas for process improvement and contribute to scalable solutions for efficiency gains

Qualifications

• Active CPA license or EA designation requiredCPA or Enrolled Agent (EA) certification required
• 3+ years of experience in tax advisory, including client-facing engagements
• Experience mentoring or supporting other tax professionals preferred
• Strong knowledge of federal and state tax regulations and compliance requirements
• Proficiency with tax preparation software (i.e. Intuit ProConnect, Drake, UltraTax) 
• Bachelor's degree in Accounting, Finance, or a related field, or equivalent work experience

What Will Help You Succeed in This Role

• Strong problem-solving skills and attention to detail
• Excellent communication skills, both written and verbal, to effectively support clients and team members
• Ability to balance client work with providing oversight to a team in a fast-paced environment
• Proactive approach to identifying tax-saving opportunities and process improvements
• Proactive approach to continuing education, ensuring up-to-date knowledge of tax laws and compliance standards.
• Passion for leveraging technology and automation to optimize tax preparation and advisory services.
• A collaborative mindset with a focus on continuous learning and development

Founded in 2013, Housecall Pro helps home service professionals (Pros) streamline every aspect of their business. With easy-to-use tools for scheduling, dispatching, payments, and more, Housecall Pro enables Pros to save time, grow profitably, and provide best-in-class service.

Housecall Pro’s brand portfolio includes CONQUER, a business coaching solution for home services businesses. Our brands are united by a singular mission to champion our Pros to success.

We support more than 40,000 businesses and have over 1,800 ambitious, mission-driven, genuinely fun-loving employees across the United States and all over the world. If you want to do work that impacts real people, supported by a team that will invest in you every step of the way, we’d love to hear from you.

Housecall Pro celebrates diversity and we are committed to creating an inclusive environment.  We are an equal opportunity employer and do not discriminate on the basis of gender, race, religion, national origin, ethnicity, disability, gender identity/expression, sexual orientation, veteran or military status, or any other category protected under the law. #LI-Remote

Location Dependent Information

This role is open to candidates and the expected salary range for this role is $64,000-$80,000 The specific salary for the successful candidate will be determined based on permissible, non-discriminatory factors such as skills, experience, and geographic location. This role is also eligible to participate in Housecall Pro’s benefits: health care insurance (medical, dental, vision, disability), employee assistance program, 401(K), flexible time off, paid parental leave, tech reimbursement, and other company benefits. Housecall Pro is growing fast and we’re scaling our team to help enable and accelerate our growth.

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