Tax Team Lead
Remote in Philippines /
Bangalore /
Remote in India /
Remote in Latin America
Tax and Compliance /
Full-time /
Remote
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Remote in Philippines
Bangalore
Remote in India
Remote in Latin America
Resume/CV
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Full name
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Email
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Phone
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Current location
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Current company
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Links
LinkedIn URL
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Twitter URL
GitHub URL
Portfolio URL
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Tax Team Lead
Have you ever worked with HubSpot or similar CRM/ticketing software?
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Yes
No
What CRMs have you previously worked with?
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SalesForce
Intercom
Kustomer
Zendesk
FreshDesk
HubSpot
Other
None
How many years of professional hands-on experience (through formal employment, NOT including freelance or studying) do you have in tax and/or accounting?
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No experience
1 - 3 years
3 - 5 years
5+ years
Do you have hands-on professional experience preparing U.S. business tax returns (e.g., 5472, 1065, 1120)?
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Yes – I’ve prepared, reviewed and audited these forms as a lead or supervisor and signed off on filings prepared by others
Yes – I’ve prepared these forms directly, but they were reviewed or finalized by someone else
I’m familiar with these forms, but haven’t worked with them directly
No – I don’t have experience with U.S. business tax filings
What’s your experience with managing or leading a tax team?
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I’ve managed or led a tax team with direct ownership over performance, quality, and growth
I’ve mentored or supported a tax team, but didn’t have direct management responsibilities
I’ve worked on tax teams but haven’t had a leadership or mentoring role
What best describes your experience with building reports (e.g., team performance, financial summaries, client metrics)?
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I’ve independently built reports from scratch to track performance, identify trends, or inform leadership decisions
I’ve updated or customized existing reports and shared insights with the team
I’ve reviewed reports created by others but haven’t built or modified them myself
I haven’t worked with reports in a professional setting
Have you contributed to process improvements or automation within a tax team?
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Yes, I’ve led automation or process redesign initiatives (e.g., ticket triaging, reporting workflows, reconciliation shortcuts)
I’ve collaborated on automation or streamlining efforts led by others
I’ve made suggestions for improvements but didn’t directly implement them
No, I haven’t been involved in automation or process improvement work
Have you created or delivered internal training (e.g., for onboarding new team members, enabling product understanding, or process updates)?
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Yes, I’ve designed and led structured trainings (e.g., onboarding, system walkthroughs, financial processes)
I’ve informally trained or supported team members (e.g., shadowing, answering questions)
I’ve contributed ideas or materials for trainings but didn’t deliver them myself
No, I haven’t been involved in internal training
How would you describe your experience with client-facing support or inquiries in a tax-related context?
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I’ve owned client relationships, resolved complex inquiries, and acted as a point of escalation
I’ve regularly communicated with clients to clarify issues or gather documentation
I didn’t interface with clients directly, another person within my team or a different department handled that, but I coordinated closely with them to support client needs
I haven’t had client-facing experience in my tax-related roles
Do you hold any relevant certifications related to accounting, tax, or finance?
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Yes – I’m a licensed CPA, CA, or hold an equivalent professional designation
Yes – I hold a non-licensed accounting/tax certification (e.g., EA, CMA, IFRS, U.S. Taxation, QuickBooks certification)
I’m currently pursuing a certification
No, I don’t currently hold any certifications
What is your English level?
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Beginner (A1 - A2)
Intermediate (B1 - B2)
Advanced (C1)
Fluent (C2)
Native
Have you worked in a startup before? (Please keep in mind that, although this is not required, we will review your resume and LinkedIn to verify this information)
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Yes
No
Referral
Were you referred to this position by a doolian? If yes, please provide their full name and relationship to you (e.g. relative, friend, work colleague).
Salary expectations
What are your annual/yearly salary expectations in US Dollars?
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Additional information
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