doola

3 months ago

Lead Tax Preparer

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 6 hours agoStatus: Live

Job Summary

Seasoned tax team lead responsible for end-to-end preparation and review of business tax returns (forms 5472, 1065, 1120), mentoring staff, enforcing quality SOPs, and driving process improvements while coordinating with cross-functional teams to ensure SLA adherence.

Location: United States

Workplace: Hybrid

Employment Type: Full time

Job Function: Administration & Executive Assistance

Seniority: Manager level

Key Responsibilities

•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.

Pay and Benefits

Perks:Paid Leave

Key Requirements

•5+ years of experience in tax filing preparation for businesses with 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.
•Proficiency with ticketing and CRM systems (HubSpot preferred).

Experience:5+ yearsTaxAccountingUS tax law

Skills:LeadershipCoachingCommunicationProblem-solvingTime management

Tech Stack:HubSpotCRM

Company Brief

doola

Provides a platform to help founders and entrepreneurs form and manage U.S. companies remotely, handling company formation, EIN acquisition, registered agent services, compliance, and banking integrations for international and domestic founders.

Industry: LegalTech

Company Size: Medium (51 to 250 employees)

Growth: Growth Stage Startup

Headquarters: Miami, United States

Founded: 2020

Website LinkedIn

Loading job details...

Preparing the role view and application actions.

doola

3 months ago

Lead Tax Preparer

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 6 hours agoStatus: Live

Job Summary

Location: United States

Workplace: Hybrid

Employment Type: Full time

Job Function: Administration & Executive Assistance

Seniority: Manager level

Key Responsibilities

•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.

Pay and Benefits

Perks:Paid Leave

Key Requirements

•5+ years of experience in tax filing preparation for businesses with 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.
•Proficiency with ticketing and CRM systems (HubSpot preferred).

Experience:5+ yearsTaxAccountingUS tax law

Skills:LeadershipCoachingCommunicationProblem-solvingTime management

Tech Stack:HubSpotCRM

Company Brief

doola

Industry: LegalTech

Company Size: Medium (51 to 250 employees)

Growth: Growth Stage Startup

Headquarters: Miami, United States

Founded: 2020

Website LinkedIn