CPA, Head of Tax and Bookkeeping (NYC)

Posted 17 Days Ago
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New York, NY
7+ Years Experience
Software
The Role
Seeking a customer-oriented and dedicated CPA to provide in-house tax services, manage US business tax needs, and build a team of CPAs at doola. Responsibilities include client-facing tax solutions, financial statement reviews, developing tax advice processes, and collaborating on educational content for customers.
Summary Generated by Built In

What we're looking for


doola is seeking a customer-oriented and dedicated professional to be the first on-site CPA on our team. 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, and eventually, build a team of CPAs at doola.

What you will do

  • You will be working as a CPA in a client-facing role to build and maintain strong relationships with a portfolio of clients providing appropriate tax solutions for small businesses and entrepreneurs
  • You will conduct meetings with clients to discuss their current practices and financial needs, reviewing financial statements and tax return preparation, filing forms, general ledger, and financial statement reviews checking for errors, and performing 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
  • You will collaborate with other team members as a subject matter expert to help with the creation of educating content for our customers

Who you are

  • 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 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 and act as a thought leader acting with minimal direction
  • 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

Compensation and benefits

  • This is a full-time role with equity in the company and a competitive salary
  • Health insurance
  • Generous PTO / sick leave
  • 401(k) plan
  • Commuter benefit
  • Free food and snacks
  • Annual company retreat
  • Bring your dog to work 🐶

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.

The Company
New York, NY
23 Employees
On-site Workplace
Year Founded: 2020

What We Do

doola helps you form and run your US business (LLC) from anywhere, fast, and in just a few clicks. We handle your LLC formation, and help you get set up with:
- A US Bank Account
- A US Mailing Address
- A US Business Phone Number
- U.S. Tax Filing
- U.S. Business Bank Account
- Access to $1000s in Partner Perks
- And more...

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