Lead Tax Preparer

🕒 vor 2 Monaten

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doola

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1 - 10 Mitarbeiter

📋 Compliance

💸 Finanzen

🏢 Unternehmen

Compliance • Finance • Enterprise

doola ist ein Unternehmen, das umfassende Unterstützung bei der Gründung und Verwaltung von US-Geschäften von überall auf der Welt bietet. Sie bieten eine Vielzahl von Dienstleistungen an, einschließlich Unternehmensgründung, Verwaltung der erforderlichen Unterlagen zur Einhaltung der Vorschriften, Beantragung von Employer Identification Numbers (EIN) und Standesvertretungsdienste. doola stellt sicher, dass Unternehmen den bundesstaatlichen und staatlichen Vorschriften entsprechen und verwalten Abläufe wie staatliche und IRS-Steuererklärungen. Sie bieten auch zusätzliche Dienstleistungen an, wie Buchhaltung, Steuererklärung und Zugang zu einem Marktplatz von Geschäftspartnern.

Beschreibung

• 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.

🎯 Anforderungen

• 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)

🏖️ Vorteile

• 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)