CPA, Tax Professional

Summary

doola is seeking a customer-oriented and dedicated professional to be the first on-site CPA on their team. The role involves providing tax solutions for small businesses and entrepreneurs, conducting meetings with clients, developing tax advice and filing processes, and collaborating with other team members. The candidate must have a CPA license, experience preparing and reviewing Federal and State income tax returns, and be comfortable in a startup environment.

Requirements

• CPA license required
• 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: form 1120/5472 for Non-US residents, and form 1065 for partnerships

Responsibilities

• You will work as a CPA in a client-facing role to build and maintain strong relationships with a portfolio of clients
• You will conduct meetings with clients to discuss their current practices and financial needs, reviewing financial statements and tax return preparation
• You will file forms, general ledger, and financial statement reviews checking for errors, and perform attestation audits to ensure compliance with required organization
• You will develop the process for providing tax advice and tax filings for our customers
• You will establish policies and procedures based on industry standards, developments, and regulations and adapt them as changes arise to maintain and innovate best-in-class tax practices

Preferred Qualifications

• 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

Benefits

• This is a permanent role with the company
• Generous PTO / sick leave