doola

• 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.

Lead Tax Preparer

• You will be working as a CPA in a client-facing role to build and maintain strong relationships with a portfolio of clients providing appropriate tax solutions for small businesses and entrepreneurs
• You will conduct meetings with clients to discuss their current practices and financial needs, reviewing financial statements and tax return preparation, filing forms, general ledger, and financial statement reviews checking for errors, and performing attestation audits to ensure compliance with required organization
• You will develop the process for providing tax advice and tax filings for our customers.
• You will establish policies and procedures based on industry standards, developments, and regulations and adapt them as changes arise to maintain and innovate best-in-class tax practices
• You will collaborate with other team members as a subject matter expert to help with the creation of educating content for our customers

CPA, Tax Professional

Graphics Designer

• Create "scroll-stopping" visual assets designed to drive engagement, increase Click-Through Rates (CTR), and scale our growth across YouTube, Paid Social, and organic channels.
• Design high-volume, high-conversion visual assets for paid and organic social channels.
• Produce compelling, A/B test-ready thumbnails that maximize CTR and video performance.
• Adapt core brand guidelines into "aggressive" marketing styles without losing the company’s visual identity.
• Rapidly pivot and update creative based on real-time performance data and testing results.
• Act as the primary bridge to ensure Marketing’s velocity needs are met within the Design team’s framework.

Lead Tax Preparer

CPA, Tax Professional

Social Graphic Designer