Job Mobz

• Accurately categorize transactions, reconcile accounts, and maintain clean ledgers • Identify and resolve discrepancies with care and attention to detail • Conduct monthly financial reviews to ensure every client’s books are accurate and up to date • Serve as the main point of contact for your clients — small business owners who rely on your guidance • Provide empathetic, professional, and clear communication across chat, email, and phone • Build strong relationships by explaining financial information in a way clients can easily understand • Take initiative to identify and resolve client concerns proactively • Own the client experience from start to finish, ensuring satisfaction and trust • Collaborate with internal teams using tools like Salesforce and Slack

• Accurately categorize transactions, reconcile accounts, and maintain clean ledgers • Identify and resolve discrepancies with care and attention to detail • Conduct monthly financial reviews to ensure every client’s books are accurate and up to date • Serve as the main point of contact for your clients — small business owners who rely on your guidance • Provide empathetic, professional, and clear communication across chat, email, and phone • Build strong relationships by explaining financial information in a way clients can easily understand • Take initiative to identify and resolve client concerns proactively • Own the client experience from start to finish, ensuring satisfaction and trust • Collaborate with internal teams using tools like Bench App, Salesforce, and Slack

• Prepare federal and applicable state returns for small business customers, including 1040, Schedule C, 1120, 1120-S, and 1065 returns. • Review customer documents, bookkeeping records, year-end financials, prior-year returns, and supporting schedules before preparing the return. • Identify missing information, inconsistencies, unsupported balances, or bookkeeping issues before the return reaches review. • Identify bookkeeping issues that affect tax return accuracy, make straightforward supported adjustments when appropriate, and document or escalate anything that must be corrected before filing. • Communicate directly with customers when information is needed and conduct draft review calls explaining the return, balance due/refund, approval requirements, and next steps in plain language. • Prepare or support returns involving R&D credits / Form 6765 where applicable, and identify missing documentation or items requiring specialist/advisor review. • Provide concise status updates, respond promptly to internal and customer-facing messages, and proactively flag blockers or deadline risks. • Document workpapers, assumptions, adjustments, open questions, customer conversations, and next steps clearly. • Resolve routine tax preparation questions independently using tax knowledge, research, and internal resources; escalate only when genuinely advisory, legally sensitive, complex, or outside scope. • Correct prep-related errors or omissions promptly when returned by reviewer feedback.

• Review prepared federal and applicable state returns before customer delivery or filing, including 1040, Schedule C, 1120, 1120-S, and 1065 returns. • Confirm returns align with year-end financials, bookkeeping records, workpapers, prior-year context, and customer-provided documents. • Identify material errors, inconsistencies, missing schedules, classification issues, unsupported positions, filing risks, and bookkeeping issues requiring correction before filing. • Validate adjusting entries or request corrections before customer delivery or filing. • Review returns involving R&D credits / Form 6765 where applicable, including reasonableness of inputs, documentation, and escalation needs. • Provide clear, actionable feedback to preparers and ensure corrections are completed before a return is sent to the customer or filed. • Conduct or support draft review calls when technical explanation is needed and explain review findings in plain language. • Confirm customer approval is informed and filing authorization matches the correct return and year. • Monitor returns in review, client approval, and filing stages so they do not stall; respond promptly to internal and customer-facing questions. • Document review findings, decisions, assumptions, unresolved risks, and follow-up items clearly. • Escalate advisory or complex technical issues to BenchTax Advisors only when necessary, and track repeat preparer issues to support quality improvement. • With Power of Attorney, communicate with IRS agents in writing and on calls on behalf of the customer. • Understand IRS notices and explain next steps to customers; offering first time abatement letters when appropriate. • Prepare and file amendments.

• Review prepared federal and applicable state returns before customer delivery or filing, including 1040, Schedule C, 1120, 1120-S, and 1065 returns. • Confirm returns align with year-end financials, bookkeeping records, workpapers, prior-year context, and customer-provided documents. • Identify material errors, inconsistencies, missing schedules, classification issues, unsupported positions, filing risks, and bookkeeping issues requiring correction before filing. • Validate adjusting entries or request corrections before customer delivery or filing. • Review returns involving R&D credits / Form 6765 where applicable, including reasonableness of inputs, documentation, and escalation needs. • Provide clear, actionable feedback to preparers and ensure corrections are completed before a return is sent to the customer or filed. • Conduct or support draft review calls when technical explanation is needed and explain review findings in plain language. • Confirm customer approval is informed and filing authorization matches the correct return and year. • Monitor returns in review, client approval, and filing stages so they do not stall; respond promptly to internal and customer-facing questions. • Document review findings, decisions, assumptions, unresolved risks, and follow-up items clearly. • Escalate advisory or complex technical issues to BenchTax Advisors only when necessary, and track repeat preparer issues to support quality improvement. • With Power of Attorney, communicate with IRS agents in writing and on calls on behalf of the customer. • Understand IRS notices and explain next steps to customers; offering first time abatement letters when appropriate. • Prepare and file amendments.

• Prepare federal and applicable state returns for small business customers, including 1040, Schedule C, 1120, 1120-S, and 1065 returns. • Review customer documents, bookkeeping records, year-end financials, prior-year returns, and supporting schedules before preparing the return. • Identify missing information, inconsistencies, unsupported balances, or bookkeeping issues before the return reaches review. • Identify bookkeeping issues that affect tax return accuracy, make straightforward supported adjustments when appropriate, and document or escalate anything that must be corrected before filing. • Communicate directly with customers when information is needed and conduct draft review calls explaining the return, balance due/refund, approval requirements, and next steps in plain language. • Prepare or support returns involving R&D credits / Form 6765 where applicable, and identify missing documentation or items requiring specialist/advisor review. • Provide concise status updates, respond promptly to internal and customer-facing messages, and proactively flag blockers or deadline risks. • Document workpapers, assumptions, adjustments, open questions, customer conversations, and next steps clearly. • Resolve routine tax preparation questions independently using tax knowledge, research, and internal resources; escalate only when genuinely advisory, legally sensitive, complex, or outside scope. • Correct prep-related errors or omissions promptly when returned by reviewer feedback.

• Review prepared federal and applicable state returns before customer delivery or filing, including 1040, Schedule C, 1120, 1120-S, and 1065 returns. • Confirm returns align with year-end financials, bookkeeping records, workpapers, prior-year context, and customer-provided documents. • Identify material errors, inconsistencies, missing schedules, classification issues, unsupported positions, filing risks, and bookkeeping issues requiring correction before filing. • Validate adjusting entries or request corrections before customer delivery or filing. • Review returns involving R&D credits / Form 6765 where applicable, including reasonableness of inputs, documentation, and escalation needs. • Provide clear, actionable feedback to preparers and ensure corrections are completed before a return is sent to the customer or filed. • Conduct or support draft review calls when technical explanation is needed and explain review findings in plain language. • Confirm customer approval is informed and filing authorization matches the correct return and year. • Monitor returns in review, client approval, and filing stages so they do not stall; respond promptly to internal and customer-facing questions. • Document review findings, decisions, assumptions, unresolved risks, and follow-up items clearly. • Escalate advisory or complex technical issues to BenchTax Advisors only when necessary, and track repeat preparer issues to support quality improvement.

• Review prepared federal and applicable state returns before customer delivery or filing, including 1040, Schedule C, 1120, 1120-S, and 1065 returns • Confirm returns align with year-end financials, bookkeeping records, workpapers, prior-year context, and customer-provided documents • Identify material errors, inconsistencies, missing schedules, classification issues, unsupported positions, filing risks, and bookkeeping issues requiring correction before filing • Validate adjusting entries or request corrections before customer delivery or filing • Review returns involving R&D credits / Form 6765 where applicable, including reasonableness of inputs, documentation, and escalation needs • Provide clear, actionable feedback to preparers and ensure corrections are completed before a return is sent to the customer or filed • Conduct or support draft review calls when technical explanation is needed and explain review findings in plain language • Confirm customer approval is informed and filing authorization matches the correct return and year • Monitor returns in review, client approval, and filing stages so they do not stall; respond promptly to internal and customer-facing questions • Document review findings, decisions, assumptions, unresolved risks, and follow-up items clearly • Escalate advisory or complex technical issues to BenchTax Advisors only when necessary, and track repeat preparer issues to support quality improvement • With Power of Attorney, communicate with IRS agents in writing and on calls on behalf of the customer • Understand IRS notices and explain next steps to customers; offering first time abatement letters when appropriate • Prepare and file amendments

• Prepare federal and applicable state returns for small business customers, including 1040, Schedule C, 1120, 1120-S, and 1065 returns. • Review customer documents, bookkeeping records, year-end financials, prior-year returns, and supporting schedules before preparing the return. • Identify missing information, inconsistencies, unsupported balances, or bookkeeping issues before the return reaches review. • Identify bookkeeping issues that affect tax return accuracy, make straightforward supported adjustments when appropriate, and document or escalate anything that must be corrected before filing. • Communicate directly with customers when information is needed and conduct draft review calls explaining the return, balance due/refund, approval requirements, and next steps in plain language. • Prepare or support returns involving R&D credits / Form 6765 where applicable, and identify missing documentation or items requiring specialist/advisor review. • Provide concise status updates, respond promptly to internal and customer-facing messages, and proactively flag blockers or deadline risks. • Document workpapers, assumptions, adjustments, open questions, customer conversations, and next steps clearly. • Resolve routine tax preparation questions independently using tax knowledge, research, and internal resources; escalate only when genuinely advisory, legally sensitive, complex, or outside scope. • Correct prep-related errors or omissions promptly when returned by reviewer feedback. • With Power of Attorney, communicate with IRS agents in writing and on calls on behalf of the customer. • Understand IRS notices and explain next steps to customers; offering first time abatement letters when appropriate. • Prepare and file amendments.

• Review prepared federal and applicable state returns before customer delivery or filing, including 1040, Schedule C, 1120, 1120-S, and 1065 returns. • Confirm returns align with year-end financials, bookkeeping records, workpapers, prior-year context, and customer-provided documents. • Identify material errors, inconsistencies, missing schedules, classification issues, unsupported positions, filing risks, and bookkeeping issues requiring correction before filing. • Validate adjusting entries or request corrections before customer delivery or filing. • Review returns involving R&D credits / Form 6765 where applicable, including reasonableness of inputs, documentation, and escalation needs. • Provide clear, actionable feedback to preparers and ensure corrections are completed before a return is sent to the customer or filed. • Conduct or support draft review calls when technical explanation is needed and explain review findings in plain language. • Confirm customer approval is informed and filing authorization matches the correct return and year. • Monitor returns in review, client approval, and filing stages so they do not stall; respond promptly to internal and customer-facing questions. • Document review findings, decisions, assumptions, unresolved risks, and follow-up items clearly. • Escalate advisory or complex technical issues to BenchTax Advisors only when necessary, and track repeat preparer issues to support quality improvement.