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

As the Senior Manager, Tax Solutions, you play a critical role in scaling and evolving our tax filing and advisory offering. You bring deep expertise in small business and individual tax services, and excel at building structured, repeatable, and high-performing operations. You are passionate about operational excellence, capable of balancing strategic thinking with tactical execution, and dedicated to leading a best-in-class tax solution our service professionals (our Pros) can rely on.

You help lead the development and delivery of the tax offering — from managing day-to-day operations and compliance, to building out scalable systems, workflows, and integrated product experiences in partnership with our fintech teams. You use data to drive insight and efficiency, turning complexity into clarity and ensuring our Pros are fully supported at every stage of the tax lifecycle.

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.

• Oversee preparation and filing of individual and business tax returns, ensuring compliance with federal, state, and local regulations
• Manage a team of Tax Advisors providing strategic, proactive tax guidance to Pros
• Serve as the senior tax expert for high-priority clients, offering insights that strengthen long-term relationships
• Develop and implement scalable operational processes to improve tax delivery efficiency and consistency
• Monitor and optimize team performance using KPIs and metrics such as throughput, quality, and time-to-file
• Build integrated workflows with fintech and accounting teams to deliver a seamless embedded tax solution
• Translate capacity, complexity, and workload data into actionable staffing and workflow decisions
• Drive continuous improvement through the creation of standardized playbooks and quality control measures
• Cultivate a team culture centered on collaboration, innovation, and exceptional Pro service
• Support acquisition and retention efforts by ensuring every Pro feels confident and cared for in their tax experience

• 5–7+ years of experience in tax preparation, filing, and advisory services, with strong knowledge of small business tax needs
• Enrolled Agent (EA) or Certified Public Accountant (CPA) with active licensure
• 3-5+ years of proven experience managing and scaling high-performing tax teams 
• Deep knowledge of U.S. federal, state, and local tax codes and compliance frameworks
• Bachelor’s degree in Accounting or Finance, or equivalent work experience
• Prior experience using Drake or similar tax software platforms (i.e. Drake, ProConnect, UltraTax)
• Strong analytical and communication skills; able to explain complex tax concepts to a non-technical audience
• Experience designing or managing operational workflows, dashboards, and reporting frameworks

• Strong operational leadership with a track record of building, mentoring, and enabling high-performing teams
• Ability to design and interpret capacity models, performance dashboards, and tax complexity scoring systems
• Strategic thinker who excels in ambiguity and can derive actionable insights
• Familiarity with working cross-functionally with engineering or product teams on tax-related features or tooling
• Experience supporting home service professionals, contractors, or similar customer segments
• Detail-oriented and proactive; always seeking ways to improve service delivery and reduce risk
• Personable, trustworthy, and approachable — able to inspire confidence from team members and Pros alike

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 Business Coaching by Housecall Pro, 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 teammates across the globe. 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 $120,000-$150,000. 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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