Tax Advisor

Housecall Pro•Denver, CO

3d•$72,000 - $85,000•Remote

About The Position

As a Tax Advisor, you are a trusted expert in tax preparation and advisory services, dedicated to supporting small and medium-sized business clients with clarity and confidence. You bring deep technical knowledge and genuine care to every client interaction—whether supporting the preparation of accurate tax filings, uncovering strategic tax savings, or answering nuanced questions about compliance and best practices. Your primary focus is working directly with clients to deliver personalized service that meets their unique tax needs and you oversee the preparation of returns that align with your strategic guidance. You're motivated to expand your advisory relationships and experience, and by driving impact both for tax clients and as a key teammate in a rapidly growing service division. You play a vital role in helping to shape client experiences, optimize internal tax practices, and build a world-class advisory function from the ground up. 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.

Requirements

CPA or Enrolled Agent (EA) certification required
3+ years of experience in tax preparation and advisory services, with a focus on SMB clients
Strong understanding of IRS and state-level tax laws and filing requirements
Proficiency with modern tax prep tools (i.e. Intuit ProConnect, Drake, UltraTax)
Bachelor’s degree in Accounting, Finance, or a related field, or equivalent work experience

Nice To Haves

Strong interpersonal and communication skills, especially in client-facing situations
Attention to detail and a high standard for accuracy and consistency
Empathy and patience when working with business owners navigating tax obligations
Curiosity and commitment to continuous learning in the tax space
Drive to improve processes and deliver outstanding customer experiences
Comfort working independently and prioritizing multiple client accounts

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

Benefits

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
health care insurance (medical, dental, vision, disability)
employee assistance program
401(K)
flexible time off
paid parental leave
tech reimbursement
other company benefits