Lead Tax Preparer

We're looking for a seasoned Tax Team Lead to be the technical backbone of our tax operations, leading the end-to-end preparation and review cycle for business tax returns, serving as the primary escalation point for complex tax cases, and mentoring team members on technical tax issues.

Requirements

• 5+ years of experience in tax filing preparation for businesses, with demonstrated mastery of forms 5472, 1065, and 1120.
• 3+ years in a Supervisor or Team Lead capacity, with a track record of coaching and developing tax professionals.
• Deep, working knowledge of US tax law and the ability to apply it confidently across complex, non-standard scenarios.
• Proven experience designing or enforcing SOPs, quality standards, and workflows in a tax or accounting environment.
• Strong performance management skills — comfortable tracking KPIs, identifying gaps, providing structured feedback, and driving accountability.
• Ability to manage multiple priorities and high ticket volumes while maintaining quality and meeting SLAs.
• Proficiency with ticketing and CRM systems (HubSpot preferred).
• Strong written and verbal communication skills; able to convey complex tax guidance clearly to both clients and team members.

Benefits

• Generous PTO / sick leave
• Free food and snacks (if in NYC office)
• Bring your dog to work (if in NYC office)