Lead Tax Preparer

🕒 Abril 8

🌐 Estados Unidos, Filipinas – Remoto

🇺🇸 Estados Unidos – Remoto (EUA) 🇵🇭 Filipinas – Remoto

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🟠 Sênior

💰 Tributário

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doola

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1 - 10 funcionários

📋 Conformidade

💸 Finanças

🏢 Corporativo

Compliance • Finance • Enterprise

A doola é uma empresa que oferece suporte completo para abrir e administrar negócios nos EUA a partir de qualquer lugar do mundo. Ela oferece uma gama de serviços, incluindo abertura de empresa, gestão da documentação exigida para compliance, obtenção de EIN (Employer Identification Number) e serviços de registered agent. A doola garante que as empresas permaneçam em conformidade com as regulamentações estaduais e federais, gerenciando declarações e arquivamentos, como as declarações de impostos estaduais e ao IRS. Também oferece serviços adicionais, como contabilidade, preparação de impostos e acesso a um marketplace de parceiros de negócios.

Descrição

• Lead the end-to-end preparation and review cycle for business tax returns (forms 5472, 1065, 1120), ensuring accuracy, compliance, and adherence to quality standards. • Serve as the primary escalation point for complex tax cases, making sound technical judgments and guiding the team through resolution. • Coach and mentor team members on technical tax issues, helping them build expertise and confidence in handling challenging scenarios independently. • Develop, maintain, and enforce SOPs and workflows; proactively identify opportunities to update processes and improve efficiency. • Conduct regular QA reviews of prepared returns and client communications, ensuring professionalism, accuracy, and compliance at every stage. • Support the Tax Manager in workload distribution and capacity planning to ensure SLA adherence across the team. • Monitor and report on key team metrics: SLA compliance, daily ticket volume, QA scores, return completion status, and performance trends. • Oversee client-facing tax inquiries, managing escalations with professionalism and ensuring inbox zero by end of each business day. • Monitor and track extension filings, coordinating with clients to ensure completeness and on-time submissions. • Partner with cross-functional teams (Customer Success, Data, Operations) to drive efficiency improvements and resolve systemic issues. • Identify and flag recurring client pain points or process gaps to the Tax Manager for investigation and resolution.

🎯 Requisitos

• 5+ years of experience in tax filing preparation for businesses, with demonstrated mastery of forms 5472, 1065, and 1120. • 3+ years in a Supervisor or Team Lead capacity, with a track record of coaching and developing tax professionals. • Deep, working knowledge of US tax law and the ability to apply it confidently across complex, non-standard scenarios. • Proven experience designing or enforcing SOPs, quality standards, and workflows in a tax or accounting environment. • Strong performance management skills — comfortable tracking KPIs, identifying gaps, providing structured feedback, and driving accountability. • Ability to manage multiple priorities and high ticket volumes while maintaining quality and meeting SLAs. • Proficiency with ticketing and CRM systems (HubSpot preferred). • Strong written and verbal communication skills; able to convey complex tax guidance clearly to both clients and team members. • Available to work a hybrid timezone schedule: 3 days aligned to European business hours (approx. CET/CEST midday), 2 days aligned to US mid-morning hours (ET/CT)

🏖️ Benefícios

• Generous PTO / sick leave • You will work directly with the lead CPA for the tax filing process, gaining direct experience • Free food and snacks (if in NYC office) • Bring your dog to work 🐶 (if in NYC office)