Team Lead - Taxation

About the Role

We are seeking a highly motivated and skilled Tax Team Lead to oversee our team of Tax Preparers at doola.

As a Team Lead, you will be responsible for ensuring that client inquiries are addressed promptly and effectively, maintaining a high level of client satisfaction, and guiding your team to deliver exceptional service.

This role requires strong leadership, a deep understanding of client management, the tax filing process, and the ability to thrive in a fast-paced, dynamic environment.

Key responsibilities

• Assist Tax Preparers in resolving client inquiries and escalating technical issues to the appropriate teams.
• Assist the team in preparing business tax returns (5472, 1065, 1120)
• Provide coaching and feedback to team members to foster professional growth and improve performance.
• Ensure that the team adheres to all service level agreements (SLAs) and client expectations.
• Oversee the daily management of client-facing tax-related inquiries, ensuring that all tickets are cleared (Inbox Zero) by the end of each day.
• Identify and flag recurring client pain points or systemic issues to the Team Manager for further investigation and resolution.
• Track and report on team performance, including SLA adherence, client satisfaction scores, and daily ticket volume.
• Act as an escalation point for any sensitive or difficult client interactions that require additional attention.

Skills and qualifications

Bonus qualifications

Why join us

(ref : iimjobs.com)