Core Responsibilities:
- 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.
Qualifications:
- Valid IRS PTIN
- Demonstrated U.S. tax preparation experience, including small business returns.
- Strong written and verbal communication skills, including comfort speaking directly with customers by phone or video.
BenchTax
BenchTax is building an in-house U.S. tax preparation and review function focused on quality, turnaround time, customer experience, accountability, and cost control. They are hiring experienced U.S. tax professionals to support small business customers across common filing types.