doola

Lead Tax Preparer

doola

full-time

Posted on:

Location Type: Remote

Location: United States

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Job Level

Senior

About the role

  • 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)
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
tax filing preparationforms 5472forms 1065forms 1120US tax lawSOPsquality standardsworkflowsperformance managementKPI tracking
Soft Skills
coachingmentoringcommunicationproblem-solvingtime managementteam leadershipaccountabilityprofessionalismadaptabilityconflict resolution