CPA Head of Tax and Bookkeeping, doola

Salary not provided

+ Equity

Senior and Expert level
New York
doola

U.S. business registration service

Open for applications

doola

U.S. business registration service

21-100 employees

B2BHRComplianceLegalFinancial Services

Open for applications

Salary not provided

+ Equity

Senior and Expert level
New York

21-100 employees

B2BHRComplianceLegalFinancial Services

Company mission

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.

Role

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

What the job involves

  • 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

Otta's take

Sam Franklin headshot

Sam Franklin

CEO of Otta

Lots of people have great ideas, but the skills needed as an entrepreneur don't necessarily include the time-consuming and difficult work of business administration. Doola is a "business in a box" service, aiming to provide everything a startup needs to launch as a limited liability company in the US, including a bank account, tax support, and access to US payments.

Doola is aimed squarely at smaller-scale businesses and the creator economy, which is a smart move given the rapid proliferation of small-scale startups in recent years. This is partly driven by the US Census's project to generate millions of new business applications and by the rise of monetized content platforms like Twitch and Youtube. So far doola has been used to launch thousands of companies from 130 different countries, and the company is experiencing 7x year-on-year growth.

Between 2022 and 2024, Doola closed funding rounds amounting to $9 million, which are being used to hire new talent in product, engineering, and R&D, and extend its marketing reach. In the longer term, the company is aiming to provide a payments solution, utilising the extensive data it has gathered on startup operations to offer financial services that will supplement its core product.

Insights

Top investors

Few candidates hear
back within 2 weeks

Company

Funding (last 2 of 3 rounds)

Jan 2024

$1m

EARLY VC

Nov 2022

$8m

SERIES A

Total funding: $12m

Company benefits

  • Creative and design freedom on a lot of your projects
  • Generous PTO / sick leave
  • Free food and snacks
  • Annual company retreat

Company values

  • Taking initiative with a full-stack mentality - We aren't a team that accomplishes goals by way of micro-managing. We're a team of self-starters who can take unclear initiatives and run with them. Each of us is a strong believer in fully owning and understanding the parameters of our projects and attacking tasks on an end-to-end basis to ensure they are followed through
  • Strong opinions, loosely held - Here at doola, no questions or thoughts are considered off-limits. Everything we do is centered on delivering value to our customers. We can only do this well by leaving our pride and ego at the door. We own up to our mistakes and always share positive feedback with each other
  • Communicate with candor - We are a global team working from multiple corners of the world. Our style is a hybrid of asynchronous and synchronous communication. That said, some things may get misinterpreted or lost in translation. We maneuver through this by embracing it in the spirit of strengthening our relationships. Always communicate with candor about what your intentions are
  • Aim for your full potential - We are here to disrupt a stagnant industry and change the lives of millions of entrepreneurs. Where we at doola innovate comes from you and your intention of how you want to unlock your own potential. Be extraordinary, not ordinary
  • Be trustworthy and always ready to help - We hold our mission dear in terms of turning entrepreneurs' dreams into reality. This means doing so compliantly and with high accuracy. Trust is a critical component of who we are and what we do - both with each other as team members and of course, with our customers
  • Urgency and focus to execute - As a fast-paced, early-stage startup with a massive opportunity for the taking, urgency, and hustle are critical in order to get the ball moving. This is not a structured, slow-paced environment. Each day, we're facing new initiatives and opportunities. Rome wasn't built in a day, but they were laying bricks every hour; with our global team, so are we

Company HQ

Chelsea, New York, NY

Founders

Experience as Venture Capital and Entrepreneurial Management Teaching Assistant at The Wharton School. Product Manager of Growth for Dropbox from 2016 to 2019.

JP Pincheira

(Co-Founder)

Experience as Frontend and iOS Developer for XING from 2013 to 2018. Co-founder of Standups from 2018 to 2020.

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