Senior Manager, Tax Solutions

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 the Senior Manager, Tax Solutions, you are a key player in building, launching, and scaling our new tax filing and advisory offering. You combine your deep small business and individual tax expertise with passion for establishing efficient processes and high functioning teams to create a best-in-class tax solution that our service professionals (our Pros) can rely on.

In this role, you  help lead the tax offering, from day-to-day operations and service delivery execution to process and foundation buildout. Your ability to build exceptional tax solutions and support to Pros are crucial to your success. You work closely with our fintech team to integrate our existing accounting and back office offerings into an embedded tax solution, unlocking unique value for our Pros. 

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

What you do each day: 

• Prepare and file  individual and business tax returns, ensuring accuracy and compliance (and help oversee others completing these responsibilities)
• Provide strategic tax advisory solutions to Pros, helping them navigate complex tax issues, optimize their financial outcomes, and ensure they understand their tax solutions and feel 100% supported
• Ensure all solutions are delivered in full compliance with federal, state, and local tax regulations
• Serve as the senior tax advisor for Pros, providing expert guidance and building long-term relationships
• Help support Pro acquisition and retention through exceptional service and proactive communication with Pros
• Ensure every Pro feels 100% supported in their tax needs with excellent communication and support
• Develop and implement efficient workflows, processes, and solutions that support high-quality, cost-effective service delivery, including (but not limited to) tax return preparation, tax compliance review, Pro tax advisory/planning, and standardized procedures for managing Pro filings and advisory requests
• Hire and manage a team of tax professionals, ensuring they deliver top-tier service.
• Foster a culture of collaboration, innovation, and continuous improvement within the team
• Set clear performance goals and provide ongoing support to achieve those goals 

Qualifications: 

• 5-7+ years of experience in tax preparation, filing, and advisory services with in-depth understanding of SMBs
• Enrolled Agent (EA) or Certified Public Accountant (CPA) with active licensure
• Extensive knowledge of federal, state, and local tax regulations
• Bachelor’s degree in Accounting or Finance, hold a similar certification, or equivalent work experience 
• Strong expertise in troubleshooting tax-related questions and excellent communication skills, with the ability to effectively communicate with Pro, team members, and stakeholders at all levels.
• Experience building and managing high performing teams
• Prior experience with Drake Software or other tax filing software

What will help you succeed in this role:

• Prior experience working with home service professionals, contractors, or other similar industry segments
• Experience participating in the building or troubleshooting of software issues with product and/or engineering teams
• Track record of identifying and delivering on opportunities for proactive process improvement and risk mitigation
• Utilize critical thinking skills to solve complex problems and drive innovative solutions
• Be personable and approachable, building trust and rapport with team members and stakeholders

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 25,000 businesses and have over 1,000 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 $108,000-$135,000. 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 equity plan and the following 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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