Tax Reviewer

About the role

Doola is seeking a detail-oriented tax professional to support our CPA in managing client tax filings. This role is crucial for ensuring our international entrepreneurs remain compliant with US tax regulations. You will play a key part in the accuracy and quality of business tax returns.

Key facts

What you'll do

• Examine federal and state business income tax returns prepared by colleagues, verifying accuracy, completeness, and adherence to tax laws.
• Pinpoint errors, inconsistencies, or missing information, offering constructive feedback and direction to those preparing the returns.
• Scrutinize tax calculations, supporting documents, and client data before final submission.
• Collaborate with tax preparers to resolve technical tax issues and enhance the quality of filings.
• Assist with intricate tax matters, respond to tax notices, process amendments, and address client inquiries.
• Communicate directly with clients through email and video calls to gather necessary clarifications or provide tax guidance.
• Work with the wider Tax team to meet filing deadlines, especially during peak tax season.
• Research US federal and state tax regulations to ensure correct tax treatment.
• Contribute to the improvement of internal tax processes, documentation, and quality assurance standards.

Requirements

• Hold an active Enrolled Agent (EA) license or a CPA license.
• Possess an active PTIN or be able to obtain one before the tax season begins.
• Have prior experience reviewing federal and state business income tax returns.
• Demonstrate a solid understanding of business tax compliance, including quarterly estimated payments, handling tax notices, and resolving tax disputes.
• Be proficient with Form 1120, Form 5472, and Form 1065, with a focus on non-US business owners and partnerships.
• Possess the ability to communicate effectively with clients and colleagues in a remote setting, including participating in video meetings.
• Exhibit strong analytical skills and meticulous attention to detail.
• Possess excellent organizational abilities and the capacity to manage multiple tasks in a dynamic startup environment.
• Communicate fluently in written and spoken English.
• Demonstrate strong problem-solving and critical thinking capabilities.

Nice to have

• Experience with tax preparation software.
• Familiarity with international tax implications for US businesses.

Skills & tools

• Tax preparation software
• Microsoft Office Suite
• Communication platforms (e.g., Slack, Zoom)

Practical notes

• This is a permanent role.
• Benefits include generous paid time off and sick leave.
• You will receive direct mentorship from the lead CPA.