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U.S. Tax Preparer, Small Business Returns
Location
United States
Posted
6 days ago
Salary
0
Seniority
Senior
Job Description
U.S. Tax Preparer, Small Business Returns
Job Mobz
• 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.
Job Requirements
- Valid IRS PTIN.
- Demonstrated U.S. tax preparation experience, including small business returns.
- Experience with at least some of the following: 1040, Schedule C, 1120-S, 1065, and 1120.
- Ability to review financial statements, year-end financials, bookkeeping records, general ledgers, income/expense reports, and supporting documentation.
- Ability to recognize when bookkeeping issues or adjustments affect tax return accuracy.
- Strong written and verbal communication skills, including comfort speaking directly with customers by phone or video.
- Ability to explain tax concepts clearly, calmly, and empathetically to non-tax professionals.
- Strong computer skills and ability to work efficiently across multiple systems in a remote environment.
- Independent ownership, responsiveness, follow-through, and sound judgment within documented workflows.
- Willingness to complete BenchTax’s written technical assessment and customer-communication assessment.
- CPA or Enrolled Agent designation preferred.
Benefits
- Must meet Bench’s minimum hardware and internet requirements for smooth communication and workflow
- flexible work arrangements
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