Housecall Pro · 1 week ago

Tax Senior Manager

United States

Full-time

Remote

Senior Level

$108K/yr - $140K/yr

5+ years exp

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Responsibilities

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

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Tax preparationTax advisoryEnrolled Agent (EA)Certified Public Accountant (CPA)Tax regulations knowledgeDrake SoftwareProcess improvementTeam management

Required

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