Tax Services Manager
April130,000 - 155,000 USD/year
- Full Time
- Junior (1 to 2 years), Senior (5 to 8 years)
Not SpecifiedCompensation
Junior (1 to 2 years), Senior (5 to 8 years)Experience Level
Full TimeJob Type
UnknownVisa
Financial Services, Tax ServicesIndustries
Requirements
Candidates should have at least 5 years of experience working on tax filing preparation for businesses, including 3+ years of experience working as a Team Lead or Manager, and experience in managing or leading a tax team. They should also possess strong reporting skills, proficiency with ticketing systems such as HubSpot, and the ability to manage multiple tasks and priorities efficiently, ensuring that client inquiries are responded to within SLAs. Furthermore, the ideal candidate must be able to work in a U.S. timezone overlap (at least 4–6 hours/day) and manage difficult client interactions with professionalism and empathy.
Responsibilities
As a Tax Team Lead, the candidate will assist Tax Preparers in resolving client inquiries and escalating technical issues, provide coaching and feedback to team members to foster professional growth, ensure the team adheres to all service level agreements (SLAs) and client expectations, oversee the daily management of client-facing tax-related inquiries, identify and flag recurring client pain points, track and report on team performance, and act as an escalation point for sensitive client interactions.
Skills
Tax filing
Business tax returns (5472, 1065, 1120)
Client management
Team leadership
Ticketing systems (HubSpot)
Reporting and performance tracking
Communication skills
Time zone coordination
doola
Assists global entrepreneurs with U.S. business formation
About doola
Doola helps international entrepreneurs set up and manage their businesses in the United States. They provide services that simplify the process of incorporating a business, accessing U.S. payment systems, and ensuring compliance with legal requirements. Doola assists clients by obtaining necessary documents like the Employer Identification Number (EIN) and guiding them through state regulations. Unlike many competitors, Doola offers a free 10-minute consultation to attract clients and has a custom dashboard for easy access to important documents. Their goal is to make it easier for global entrepreneurs to navigate the complexities of starting a business in the U.S. and to support them as they grow.
Key Metrics
New York City, New YorkHeadquarters
2020Year Founded
$11.7MTotal Funding
EARLY_VCCompany Stage
Consulting, Enterprise Software, LegalIndustries
51-200Employees