Lead Tax Preparer

🕒 April 8

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doola

WebsiteLinkedInAll Job Openings

1 - 10 employees

📋 Compliance

💸 Finance

🏢 Enterprise

Compliance • Finance • Enterprise

doola is a company that provides comprehensive support for forming and managing U. S. businesses from anywhere in the world. They offer a range of services including company formation, handling required paperwork for compliance, obtaining Employer Identification Numbers (EIN), and registered agent services. doola ensures that businesses stay compliant with state and federal regulations, managing filings such as state and IRS tax filings. They also offer additional services, such as bookkeeping, tax preparation, and access to a marketplace of business partners.

📋 Description

• 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.

🎯 Requirements

• 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)

🏖️ Benefits

• 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)