doola
Tax Team Lead
Remote United States
Sponsorship not specifiedDetected 105 days ago
HubSpotCRMAccountingProcess ImprovementPerformance ManagementCustomer SuccessCommunicationMentoring
About the role
- US Phone Number. $1000s in Software Perks.
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.
- 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.
- Support the Tax Manager in workload distribution and capacity planning to ensure SLA adherence across the team.
- Partner with cross-functional teams (Customer Success, Data, Operations) to drive efficiency improvements and resolve systemic issues.
- You will work directly with the lead CPA for the tax filing process, gaining direct experience
Requirements
- Experience in tax filing preparation for businesses, with demonstrated mastery of forms 5472, 1065, and 1120.
- 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.
- Familiarity with continuous improvement methodologies (Lean, Six Sigma, or similar).
- Proven track record of improving client satisfaction and reducing churn in a service environment.
Nice to have
- Advanced CRM/Helpdesk Tools Knowledge: Expertise in HubSpot or comparable platforms for case management and reporting.
- Process Improvement: Familiarity with continuous improvement methodologies (Lean, Six Sigma, or similar).
- Experience with Client Retention Strategies: Proven track record of improving client satisfaction and reducing churn in a service environment.
- This is a permanent role with the company.
- Free food and snacks (if in NYC office)
- Bring your dog to work 🐶 (if in NYC office)
- We handle the operational details.
- You grow your business.
Skills
- Expertise in HubSpot or comparable platforms for case management and reporting.
Compensation
- Compensation and benefits
Benefits
- Bonus Qualifications
- Generous PTO / sick leave
This listing is sourced directly from doola's careers page and normalized into a canonical job model.