Lead Tax Advisor

Summary

Join Housecall Pro as a Team Lead, Tax Advisor, and play a key role in delivering high-quality tax advisory and preparation services. Supervise a team of tax preparers, review tax returns, offer strategic tax advice, and ensure compliance. Provide mentorship, training, and quality control. Support clients directly, answering questions and offering strategic tax-saving recommendations. Assist in refining and implementing efficient workflows. Stay informed on tax law changes and communicate updates. Collaborate with cross-functional stakeholders. Identify areas for process improvement and contribute to scalable solutions.

Requirements

• Active CPA license or EA designation required
• CPA or Enrolled Agent (EA) credential required
• 3+ years of experience in tax advisory, including client-facing engagements
• 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

Responsibilities

• 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

Preferred Qualifications

• Experience mentoring or supporting other tax professionals preferred
• 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

Benefits

• Health care insurance (medical, dental, vision, disability)
• Employee assistance program
• 401(K)
• Flexible time off
• Paid parental leave
• Tech reimbursement
• Other company benefits