doola

About doola doola is a dynamic company committed to simplifying the complexities of business formation, payment setup, compliance, taxes, and more. We empower entrepreneurs and businesses of all sizes to navigate the intricate landscape of financial and regulatory requirements with ease, allowing them to focus on what truly matters - building and growing their ventures. About the Role We are seeking a highly motivated and skilled Account Manager Team Lead to oversee our team of Account Managers 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, and the ability to thrive in a fast-paced, dynamic environment. Key responsibilities 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. Assist Account Managers in resolving client inquiries and escalating technical issues to the appropriate teams. 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 5+ years of experience working as a customer service agent or equivalent 3+ years of experience working as a team-lead or manager Experience in managing or leading a customer-facing team, preferably in account management or client success. Ability to manage multiple tasks and priorities efficiently, ensuring that client inquiries are responded to within SLAs. Proficiency with ticketing systems such as HubSpot. Strong reporting skills, including experience with tracking team performance and client metrics. Ability to work in a U.S. timezone overlap (at least 4–6 hours/day). Ability to manage difficult client interactions with professionalism and empathy. Strong written and verbal communication skills, with the ability to communicate complex information clearly and empathetically. Bonus qualifications Advanced CRM/Helpdesk Tools Knowledge: Expertise in HubSpot or other ticketing systems for case management and reporting. Process Improvement: Familiarity with continuous improvement methodologies. Experience with Client Retention Strategies: Proven track record of improving client satisfaction and reducing churn within a service environment. Why join us • Opportunity to work with a dynamic and innovative company at the forefront of the industry. • Collaborative and supportive team environment with opportunities for growth and development. • Competitive compensation package with insane opportunity for growth. Our values and non-values • Establishing team values is critical. We believe it’s equally essential to identify team non-values. We’re stronger in driving our mission home with both values and non-values taken into account. Note: Our goal in sharing these up front and transparently is to be as straightforward with people as possible. Our goal is not to be combative in our language; it’s to be straightforward. • Action Item: If you read these values and non-values and get more fired up about working at doola, lets talk: https://www.doola.com/careers/ If you are passionate about helping businesses succeed and thrive, and you possess the skills and experience outlined above, we want to hear from you. Join us at doola and be part of a team dedicated to simplifying the path to business success. doola is an equal opportunity employer

doola is a dynamic company committed to simplifying the complexities of business formation, payment setup, compliance, taxes, and more. We empower entrepreneurs and businesses of all sizes to navigate the intricate landscape of financial and regulatory requirements with ease, allowing them to focus on what truly matters - building and growing their ventures. Job Description: We are seeking a meticulous and experienced Bookkeeper to join our Tax team. The ideal candidate will be responsible for maintaining financial records, managing accounts payable and receivable, reconciling bank statements, and ensuring accuracy and efficiency in financial transactions for our clients. The bookkeeper will also work closely with Tax professionals ensuring accurate records are furnished on behalf of our clients for tax filings. Key Responsibilities: Maintain Financial Records: Record day-to-day financial transactions and complete the posting process. Accounts Payable and Receivable: Process accounts payable and receivable transactions accurately and promptly. Bank Reconciliations: Reconcile bank statements and ensure accuracy in all financial transactions. Financial Reporting: Prepare and distribute financial statements, reports, and budgets. Audit Support: Assist with audits and ensure all financial data is accurate and readily available. Compliance: Ensure compliance with accounting policies, regulatory requirements, and best practices. Skills and Qualifications: Proven work experience as a Bookkeeper  Solid understanding of bookkeeping and accounting principles. Knowledge of IFRS, U.S GAAP, or another accounting framework Proficiency in accounting software (e.g., QuickBooks) and MS Excel. Accuracy and attention to detail. Ability to handle confidential information. Excellent organizational and time-management skills. A degree in Accounting, Finance, or a relevant field. Bonus Qualifications: Bookkeeping Certification is a plus. Prior experience or certification in Tax Preparation is a plus General Knowledge of US business formation processes is a plus Prior experience in a business formation company is a plus Why Join Us: Opportunity to work with a dynamic and innovative company at the forefront of the industry. Collaborative and supportive team environment with opportunities for growth and development. Flexibility to work remotely from anywhere with a stable internet connection. (Hybrid) Competitive compensation package with performance-based incentives. If you are passionate about helping businesses succeed and thrive, and you possess the skills and experience outlined above, we want to hear from you! Join us at Doola and be part of a team dedicated to simplifying the path to business success. Apply now by sending your resume and a cover letter outlining your qualifications and why you are the ideal candidate for this position.

What we're looking for doola is seeking a detail-oriented and client-focused professional to join our team as a Bookkeeper. This role is critical in providing accurate and timely bookkeeping services while ensuring a seamless onboarding experience for our clients. As a key team member, you’ll directly contribute to client success and operational efficiency as doola continues to scale. If you thrive in a fast-paced environment, have strong technical expertise, and enjoy working closely with clients to solve problems, this role is for you. What you will do Serve as the primary point of contact for new clients during their onboarding process, delivering clarity and confidence in our services. Accurately record financial transactions, reconcile accounts, and maintain updated records using tools such as QuickBooks and Excel. Prepare financial statements, including income statements, balance sheets, and cash flow reports, ensuring precision and timeliness. Manage day-to-day activities such as bank reconciliations, accounts payable/receivable, and general ledger maintenance. Identify and implement process improvements to optimize onboarding and bookkeeping workflows. Communicate with clients about their financial data, explaining reports and addressing any concerns or discrepancies. Collaborate with internal teams to provide basic tax guidance and serve as a bridge between CPAs and clients. Who you are You have 3-5 years of bookkeeping experience, with significant client-facing responsibilities. You are proficient in U.S.-based accounting practices and tools like QuickBooks and Excel. You possess strong interpersonal and communication skills, able to explain complex financial data in simple terms. You have exceptional attention to detail, consistently delivering accurate and error-free work. You are familiar with basic tax regulations and can provide foundational advice to clients. You excel in time management, balancing multiple priorities while meeting deadlines. You thrive in a startup environment, embracing adaptability and problem-solving with confidence. You have an Associate’s or Bachelor’s degree in Accounting, Finance, or a related field. Certifications such as Certified Bookkeeper (CB) or QuickBooks Certification are a plus. 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 qualif

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 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 or

doola is a dynamic company committed to simplifying the complexities of business formation, payment setup, compliance, taxes, and more. We empower entrepreneurs and businesses of all sizes to navigate the intricate landscape of financial and regulatory requirements with ease, allowing them to focus on what truly matters - building and growing their ventures. We are looking for a detail-oriented and experienced IRS / EIN Specialist to join our team. In this role, you will be responsible for obtaining Employer Identification Numbers (EINs) from the IRS for newly formed companies. You will represent our clients directly in communication with the IRS via phone, ensuring accurate and timely processing of their EIN requests. You will also be responsible for helping collect information from clients for their ITIN applications and remitting it to a 3rd party vendor. You will work closely with the tax team to help with their requests as it relates to our clients and the IRS. Key Responsibilities: Contact the IRS via phone daily during US business hours to obtain EINs on behalf of our clients. Represent clients professionally and ensure compliance with IRS regulations. Manage and track EIN applications, maintaining meticulous records of all interactions and documentation. Address any issues or follow-ups related to EIN acquisition efficiently and effectively. Collaborate with internal teams to ensure client needs are met in a timely manner. Own the internal process of submitting ITIN applications to a 3rd party vendor Report weekly on performance (ITINs submitted, EINs extracted, Cases In progress, AVG extraction time, etc) Skills and Qualifications: Minimum of 3+ years of experience working with the IRS on various cases, particularly involving EIN acquisition. Active PTIN number, SSN number, or certification as a CAA (Certified Acceptance Agent) or EA (Enrolled Agent). Strong understanding of IRS procedures and compliance requirements. Excellent communication and problem-solving skills, with the ability to represent clients professionally. Detail-oriented with strong organizational and time management abilities. Ability to work in the US timezone and manage daily IRS interactions effectively. Nice to haves: You know the process and have processed ITIN applications You are good at reporting and have generated reports on a weekly basis previously You have worked with the IRS on abatements and POAs Prior experience in a business formation company is a plus Why Join Us: Opportunity to learn about tax filings, bookkeeping and working in the tax department Opportunity to work with a dynamic and innovative company at the forefront of the industry. Collaborative and supportive team environment with opportunities for growth and development. Flexibility to work remotely from anywhere with a stable internet connection.  Competitive compensation package with performance-based incentives. If you are passionate about helping businesses succeed and thrive, and you possess the skills and experience outlined above, we want to hear from you! Join us at doola and be part of a team dedicated to simplifying the path to business success. Apply now by sending your resume and a cover letter outlining your qualifications and why you are the ideal candidate for this position.

About doola doola is a dynamic company committed to simplifying the complexities of business formation, payment setup, compliance, taxes, and more. We empower entrepreneurs and businesses of all sizes to navigate the intricate landscape of financial and regulatory requirements with ease, allowing them to focus on what truly matters - building and growing their ventures. About the Role The Operations Agent is a key member of the Operations team responsible for ensuring timely and accurate processing of customer orders across doola’s suite of services. This includes everything from business formations to compliance filings. You’ll work closely with the Customer Service team to ensure client satisfaction, identify bottlenecks in workflows, and contribute recommendations to improve efficiency and quality. This role is ideal for someone detail-oriented, process-driven, and passionate about delivering a great customer experience through operational excellence. Key responsibilities Process customer orders and service requests accurately and on time, ensuring all required information is complete Monitor order queues and prioritize tasks to meet internal SLAs and customer expectations Collaborate with the Customer Service team to resolve customer issues and escalate complex cases when necessary Identify inefficiencies in workflows or recurring issues and propose process improvements Ensure timely follow-ups on pending customer orders or required documentation Maintain accurate records and update internal systems to reflect order status and key customer information Assist in creating and maintaining internal SOPs and documentation for order processing Collaborate with cross-functional teams (Product, Engineering, Tax, etc.) to ensure smooth hand-offs and continuous improvement Participate in weekly team reporting and help track key operations metrics like Time to Fulfillment and Order Fulfillment Rate Support the launch of new services by integrating them into existing operational processes Skills and qualifications 1–3 years of experience in an operations, fulfillment, or customer support role (experience at a startup is a plus) You’re familiar with company formation processes or have worked in a similar industry Highly organized and able to manage multiple tasks and priorities in a fast-paced environment Strong attention to detail with a commitment to accuracy and quality Excellent communication and collaboration skills—comfortable working across teams Comfortable using tools like HubSpot, Notion, Slack, and Google Sheets A self-starter who takes ownership and is always looking for ways to improve how things are done Passion for helping customers and being part of a mission-driven team Why join us • Opportunity to work with a dynamic and innovative company at the forefront of the industry. • Collaborative and supportive team environment with opportunities for growth and development. • Competitive compensation package with insane opportunity for growth. Our values and non-values • Establishing team values is critical. We believe it’s equally essential to identify team non-values. We’re stronger in driving our mission home with both values and non-values taken into account. Note: Our goal in sharing these up front and transparently is to be as straightforward with people as possible. Our goal is not to be combative in our language; it’s to be straightforward. • Action Item: If you read these values and non-values and get more fired up about working at doola, lets talk: https://www.doola.com/careers/ If you are passionate about helping businesses succeed and thrive, and you possess the skills and experience outlined above, we want to hear from you. Join us at doola and be part of a team dedicated to simplifying the path to business success. doola is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Two of our values at doola are 1) taking initiative and 2) strong opinions, loosely held. We are a team of self-starters who don't wait for permission to make an impact, we just do it. If you think you can help doola and don't see a role above, we want you to let us know. Pitch us on a role! 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, Harvard Management Company, Y Combinator, and HustleFund, and you'll be an early member of our rapidly growing company. 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.

What we're looking for doola is seeking a customer-oriented and dedicated professional to assist our CPA for the upcoming tax season this year and moving forward! 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. This is a permanent position providing assistance to our clients: both assisting them in preparing their business returns and/or fully preparing customer tax returns under the supervision of a CPA. What you will do You will be working with our CPA to provide expert guidance and service to our clients from around the world You will collaborate with other team members to timely and accurately file tax returns as needed throughout the busy season You will assist in communicating with clients to solve their various questions and inquiries around tax season. You will assist in managing client inquiries throughout the year, getting on calls (through webcam or phone) as needed to answer their worries. You will play an important role in the preparation process: performing tax calculations, inputting data, and researching any pertinent information needed to solve filing questions. You will apply appropriate practices, procedures, and processes to appropriately input client data into federal and state tax returns for CPA review. Who you are Active PTIN required or ability to obtain prior to tax season You are comfortable communicating directly with co-workers, managers, or clients in a telework environment over a webcam. 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 or sudden changes in your day-to-day tasks. 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 Preferred: Active CPA or EA (or planning to obtain) Preferred: You have experience researching United States tax information Preferred: Familiarity with Intuit tax products Preferred: Familiarity with Wave, Quickbooks, or other SMB accounting software Compensation and benefits This is a permanent role with the company. Generous PTO / sick leave You will work directly with the lead CPA for the tax filing process, gaining direct experience Free food and snacks (if in NYC office) Bring your dog to work 🐶 (if in NYC office) 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

About doola doola is a dynamic company committed to simplifying the complexities of business formation, payment setup, compliance, taxes, and more. We empower entrepreneurs and businesses of all sizes to navigate the intricate landscape of financial and regulatory requirements with ease, allowing them to focus on what truly matters - building and growing their ventures. 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 Experience in managing or leading a tax team, preferably in preparing business returns (5472, 1065, 1120). 5+ years of experience working on tax filing preparation for businesses. 3+ years of experience working as a Team Lead or Manager. Ability to manage multiple tasks and priorities efficiently, ensuring that client inquiries are responded to within SLAs. Proficiency with ticketing systems such as HubSpot. Strong reporting skills, including experience with tracking team performance and client metrics. Ability to work in a U.S. timezone overlap (at least 4–6 hours/day). Ability to manage difficult client interactions with professionalism and empathy. Strong written and verbal communication skills, with the ability to communicate complex information clearly and empathetically. Bonus qualifications Advanced CRM/Helpdesk Tools Knowledge: Expertise in HubSpot or other ticketing systems for case management and reporting. Process Improvement: Familiarity with continuous improvement methodologies. Experience with Client Retention Strategies: Proven track record of improving client satisfaction and reducing churn within a service environment. Why join us • Opportunity to work with a dynamic and innovative company at the forefront of the industry. • Collaborative and supportive team environment with opportunities for growth and development. • Competitive compensation package with insane opportunity for growth. Our values and non-values • Establishing team values is critical. We believe it’s equally essential to identify team non-values. We’re stronger in driving our mission home with both values and non-values taken into account. Note: Our goal in sharing these up front and transparently is to be as straightforward with people as possible. Our goal is not to be combative in our language; it’s to be straightforward. • Action Item: If you read these values and non-values and get more fired up about working at doola, lets talk: https://www.doola.com/careers/ If you are passionate about helping businesses succeed and thrive, and you possess the skills and experience outlined above, we want to hear from you. Join us at doola and be part of a team dedicated to simpli