Lead Tax Preparer

📋 Description

• Lead end-to-end prep/review for forms 5472, 1065, 1120 with accuracy.
• Primary escalation point for complex tax cases; guide team to resolution.
• Coach and mentor team on technical tax issues; build expertise.
• Develop, maintain, and enforce SOPs/workflows; drive process improvements.
• Conduct regular QA reviews of returns and client communications; ensure compliance.
• Monitor and report on key metrics: SLA, ticket volume, QA scores, trends.

🎯 Requirements

• 5+ years in tax filing prep; mastery of forms 5472, 1065, 1120.
• 3+ years in supervisor or team lead capacity; coaching tax professionals.
• Deep US tax law knowledge; apply to complex scenarios.
• Designing/enforcing SOPs, quality standards, workflows in tax/accounting.
• Strong performance management: track KPIs, provide structured feedback, accountability.
• Proficient with ticketing and CRM systems (HubSpot preferred).

🎁 Benefits

• Permanent role with the company.
• Generous PTO and sick leave.
• Work directly with the lead CPA on tax filing; gain hands-on experience.
• Free food and snacks (if in NYC office).
• Bring your dog to work (if in NYC office).