If you’re a CPA or EA who loves translating tax complexity into clear, confident decisions for business owners, this role is built for you. You’ll guide SMB clients through strategic planning and compliant filings while helping shape a growing advisory function from the ground up.
About Housecall Pro
Housecall Pro builds software and services that help home service professionals streamline operations, scale their businesses, and save time. Founded in 2013, they support 40,000+ businesses with tools for scheduling, dispatching, payments, and more. Their mission is to champion Pros to success while investing in team member growth across a fast-scaling organization.
Schedule
Remote, full-time role (United States). Salary range is $72,000–$85,000, with final compensation based on permissible factors such as skills, experience, and geographic location. Role requires managing multiple client accounts, staying current on tax regulations, and collaborating cross-functionally as needed.
What You’ll Do
- Deliver personalized tax advisory services to SMB clients focused on strategic planning and compliance
- Support preparation and review of tax returns with precision, ensuring federal and state regulatory adherence
- Answer client questions on tax planning, deductions, and savings opportunities
- Build and maintain trust-based client relationships through responsive, thoughtful communication
- Stay current on tax legislation and proactively apply updates to client needs
- Use tax software to streamline workflows and ensure accuracy (Intuit ProConnect, Drake, UltraTax)
- Identify recurring client issues and contribute to internal process and documentation improvements
- Partner with Customer Success and Product to advocate for SMB tax needs
- Share insights with peers and contribute to a collaborative, learning-oriented environment
- Support quality control by reviewing peer work when needed for compliance and consistency
What You Need
- Active CPA or Enrolled Agent (EA) certification
- 3+ years of tax preparation and advisory experience, focused on SMB clients
- Strong understanding 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 work experience)
- Experience using AI tools to improve quality and efficiency of work
- Strong client-facing communication and relationship-building skills
- High attention to detail with a consistent standard for accuracy
- Empathy and patience supporting business owners navigating tax obligations
- Ability to work independently, prioritize multiple accounts, and drive process improvements
Benefits
- Medical, dental, vision, life, disability, and 401(k)
- Paid holidays and flexible, take-it-as-you-need-it paid time off
- Paid parental leave
- Monthly tech reimbursements
- Equity in a rapidly growing startup backed by top-tier VCs
- Employee assistance program
- Inclusive culture focused on innovation and career growth
If you’re ready to step into a lead advisory role with real influence, don’t wait.
Bring your expertise, your clarity, and your client-first mindset, and help SMB owners make smarter moves year-round.
Happy Hunting,
~Two Chicks…