Senior Manager of Tax Solutions, Housecall Pro
$120-150k
+ Equity
More information about location
Software for home service businesses & professionals
Job no longer available
Software for home service businesses & professionals
501-1000 employees
Job no longer available
$120-150k
+ Equity
More information about location
501-1000 employees
Company mission
Housecall Pro's mission is to champion professionals with exceptional technology that makes their work simpler, smarter, and more profitable.
Role
Who you are
- 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
- 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
What the job involves
- As the Senior Manager, Tax Solutions, you play a critical role in scaling and evolving our tax filing and advisory offering
- 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
Our take
Housecall Pro offers an all-in-one business management app for home-services professionals operating HVAC, plumbing, electrical, and landscaping businesses.
The resurgent home services market is expected to be worth well over $1 trillion by 2030. With the vast majority of businesses in the space either small or medium sized, there’s obvious value in backend software to take care of laborious but necessary admin in one place.
After five years as a Board Member, Michael Beaudoin became CEO in 2020 to help lead the company’s expansion. Considering that Beaudoin previously spent 13 years at the helm of highly successful home contractor marketplace HomeAdvisor, this seemed to be a shrewd move.
Indeed, the decision has been validated by the company’s 50% year over year growth since then, coupled with its major fundraising efforts and continued expansion within the US and Canada.
Freddie
Company Specialist at Welcome to the Jungle
Insights
24% employee growth in 12 months
Company
Funding (last 2 of 6 rounds)
Jun 2022
$65m
SERIES D
Sep 2018
$30m
SERIES C
Total funding: $115m
Company benefits
- Time off: We work hard and want everyone to find balance in their life. Housecall Pro has a flexible, self-managed Paid Time Off (PTO) program. We also offer 6 paid holidays each year when everyone unplugs and recharges.
- Remote work: Housecall Pro is remote-first and our processes support remote teams working together and asynchronously. We also have offices in San Diego and Denver, that allow for teams to come together and give local employees the option of a hybrid schedule.
- Family: Housecall Pro supports employees with growing families by providing paid parental leave. And we love to share pictures of our newest family members in a Housecall Pro baby onesie!
- Learning and development: Housecall Pro knows that your growth is essential to our success. From the first day, we start training you about our business, our customers, how to succeed in your job and how to gain the skills you need to take your next steps.
- Career acceleration: We like to help our people as much as we do our Pros. Housecall Pro helps you accelerate your career with dedicated Career Success Conversations, frequent two-way feedback, and milestone learning programs like our Manager 101 series.
- Wellness: Housecall Pro provides immediate access to a robust Employee Assistance Plan (EAP) for all employees. We also invite everyone to join us for two or three monthly virtual wellness sessions led by experts on a variety of topics.
- Mental health: Housecall Pro’s monthly wellness programming, presented by experts, often spotlights mental health topics. Employees can join live webinars or watch recordings later. We also have an extensive Employee Assistance Plan with multiple resources including direct access to mental health providers.
- Office setup: Housecall Pro provides each new employee with a home office setup that includes an ergonomic standing desk (don’t worry you can sit, too), chair, computer, and accessories. Already got a sweet home office? We’ll only send you what you need! We also offer ongoing internet and phone reimbursement to help offset expenses.
- Income protection: Housecall Pro wants you to have peace of mind if the unexpected happens. We pay for disability and life insurance. We also offer voluntary accident and hospital plans to help at times when you might need something additional.
- Financial wellness: Housecall Pro offers several ways to save on taxes and plan for your future. Our Health Spending Accounts (HSA) and Flexible Spending Accounts (FSA) help you put aside money tax-free for qualified medical and daycare expenses. Our 401k plan provides powerful tax-free retirement savings along with access to financial planning tools.
- Healthcare coverage: Housecall Pro offers DAY 1 medical, dental, and vision insurance for you and your dependents. Our plans offer comprehensive national coverage with extensive provider networks. The company pays for at least 80% of the cost of premiums. We even have an option for free medical insurance!
Company HQ
River North Art District, Denver, CO
Leadership
Michael Beaudoin
(CEO, not founder)Early-stage startup Investor and Mentor. Served as a Board Member from 2015, then becoming CEO in 2020. Has been on the founding team at a number of other startups including a 13 year spell in charge of HomeAdvisor.
Ian Heidt
(President)Was CEO from the company's 2013 launch until Michael Beaudoin stepped into the role in 2020. Previously spent seven years as a Director at multinational corporation Qualcomm.
Adam Perry-Pelletier
(Chief Engineering Officer)Spent six years prior to Housecall Pro at Qualcomm as Director of Engineering. Former Software Engineer at Moebius Solutions and Tachyon Networks.
Roland Ligtenberg
(SVP of Growth & Innovation)Former Qualcomm Product & Business Development Manager, former Managing Partner at tech consultancy Light Mountain Partners. Was the Founder of the San Diego Electronic Music Initiative.
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