Tax Team Lead

Skills and qualifications

• Experience in managing or leading a tax team, preferably in preparing business returns (5472, 1065, 1120).
• 5+ years of experience working on tax filing preparation for businesses.
• 3+ years of experience working as a Team Lead or Manager.
• Ability to manage multiple tasks and priorities efficiently, ensuring that client inquiries are responded to within SLAs.
• Proficiency with ticketing systems such as HubSpot.
• Strong reporting skills, including experience with tracking team performance and client metrics.
• Ability to work in a U.S. timezone overlap (at least 4–6 hours/day).
• Ability to manage difficult client interactions with professionalism and empathy.
• Strong written and verbal communication skills, with the ability to communicate complex information clearly and empathetically.

Bonus qualifications

• Advanced CRM/Helpdesk Tools Knowledge: Expertise in HubSpot or other ticketing systems for case management and reporting.
• Process Improvement: Familiarity with continuous improvement methodologies.
• Experience with Client Retention Strategies: Proven track record of improving client satisfaction and reducing churn within a service environment.

Why join us

• Opportunity to work with a dynamic and innovative company at the forefront of the industry.

• Collaborative and supportive team environment with opportunities for growth and development.

• Competitive compensation package with insane opportunity for growth.

Our values and non-values

• Establishing team values is critical. We believe it’s equally essential to identify team non-values. We’re stronger in driving our mission home with both values and non-values taken into account. Note: Our goal in sharing these up front and transparently is to be as straightforward with people as possible. Our goal is not to be combative in our language; it’s to be straightforward.

• Action Item: If you read these values and non-values and get more fired up about working at doola, lets talk: https://www.doola.com/careers/

If you are passionate about helping businesses succeed and thrive, and you possess the skills and experience outlined above, we want to hear from you. Join us at doola and be part of a team dedicated to simplifying the path to business success.

doola is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

A meeting lands on your calendar

If they’re a yes, I book the chat. You show up — that’s the whole job-hunt.