Tax Preparer

10 Months ago • All levels

Job Summary

Job Description

Doola is seeking a customer-oriented and dedicated professional to assist their CPA for the upcoming tax season and beyond. This permanent position involves preparing and/or assisting in preparing customer tax returns under CPA supervision. Responsibilities include providing expert guidance to clients, collaborating with team members to file tax returns, communicating with clients to address inquiries, managing client inquiries, performing tax calculations, inputting data, and researching information. This role offers an opportunity to make a meaningful impact and help customers manage their US businesses.

Must have:

Active PTIN required or ability to obtain prior to tax season.
Experience in preparing and reviewing Federal and State income tax returns for businesses.
Familiarity with tax filings: 1120/5472 (non-US residents) and 1065 (partnerships).
Effective English communication skills, both written and oral, are required

Good to have:

Active CPA or EA (or planning to obtain)
Experience researching United States tax information
Familiarity with Intuit tax products
Familiarity with Wave, Quickbooks, or other SMB accounting software

Perks:

Generous PTO / sick leave
Direct experience working with the lead CPA
Free food and snacks (if in NYC office)
Bring your dog to work 🐶 (if in NYC office)

3 skills required

3 skills required for this role

Add these skills to join the top 1% applicants for this job

communication

critical-thinking

problem-solving

Job Details

What we're looking for

doola is seeking a customer-oriented and dedicated professional to assist our CPA for the upcoming tax season this year and moving forward! One of the most important parts of operating a successful business in the US is taxes, and at the same time, it can be very confusing both for American and foreign entrepreneurs. As our customer base grows quickly, it’s time for us to provide in-house tax services which will keep our customers’ businesses complaint and in a good state.

This is an incredible opportunity to make a meaningful impact and help our customers to manage their US business.

This is a permanent position providing assistance to our clients: both assisting them in preparing their business returns and/or fully preparing customer tax returns under the supervision of a CPA.

What you will do

You will be working with our CPA to provide expert guidance and service to our clients from around the world
You will collaborate with other team members to timely and accurately file tax returns as needed throughout the busy season
You will assist in communicating with clients to solve their various questions and inquiries around tax season.
You will assist in managing client inquiries throughout the year, getting on calls (through webcam or phone) as needed to answer their worries.
You will play an important role in the preparation process: performing tax calculations, inputting data, and researching any pertinent information needed to solve filing questions.
You will apply appropriate practices, procedures, and processes to appropriately input client data into federal and state tax returns for CPA review.

Who you are

Active PTIN required or ability to obtain prior to tax season
You are comfortable communicating directly with co-workers, managers, or clients in a telework environment over a webcam.
You have experience preparing and reviewing Federal and State income tax returns for businesses, preparing quarterly estimates, handling tax notices and disputes
You are familiar with the following tax filings found in this guide: specifically, form 1120/5472 for non-US residents and form 1065 for partnerships.
You are comfortable with a startup environment and can easily navigate ambiguity or sudden changes in your day-to-day tasks.
You can use critical thinking, reasoning, and emotional intelligence to recognize details of situations and identify solutions, conclusions, or best approaches.
You possess excellent organizational and analytical skills
Effective English communication skills, both written and oral, are required
Preferred: Active CPA or EA (or planning to obtain)
Preferred: You have experience researching United States tax information
Preferred: Familiarity with Intuit tax products
Preferred: Familiarity with Wave, Quickbooks, or other SMB accounting software

Compensation and benefits

This is a permanent role with the company.
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)

About doola

doola is building the OS for the next generation of online businesses. Formation. Legal Docs. EIN. US Address. Bank Account. Payments. Taxes. Website. US Phone Number. $1000s in Software Perks. And More. We handle the operational details. You grow your business. From start to six figures+ in revenue, we're with our companies for the long term.

Our mission is to unlock the potential of human entrepreneurship and democratize access to wealth creation by empowering anyone in the world to turn their dream idea into their dream US business.

We're seeing some exciting growth right now. Our product resonates strongly with customers worldwide, and we have worked with entrepreneurs on every continent (except Antarctica, yet!). We're backed by some of the top investors in the world, including Nexus Venture Partners, HubSpot, Y Combinator, and HustleFund. We know we're only scratching the surface of what's possible in terms of the value we know we can provide.

Our customers come from all walks of life, and so do we. We hire great people from a wide variety of backgrounds, not just because it's the right thing to do, but because it makes our company stronger. If you share our values and enthusiasm for small businesses, you will find a home at doola.

doola is proud to be an equal opportunity employer. We do not discriminate in hiring or any employment decision based on race, color, religion, national origin, age, sex (including pregnancy, childbirth, or related medical conditions), marital status, ancestry, physical or mental disability, genetic information, veteran status, gender identity or expression, sexual orientation, or other applicable legally protected characteristics. doola considers qualified applicants with criminal histories consistent with applicable federal, state, and local law. doola is also committed to providing reasonable accommodations for talented individuals with disabilities and disabled veterans in our job application procedures. If you need assistance or accommodation made due to a disability, please let your recruiter know.