Core Responsibilities:
- Prepare federal and applicable state returns for small business customers.
- Review customer documents, bookkeeping records, and prior-year returns.
- Communicate directly with customers when information is needed.
Qualifications:
- Valid IRS PTIN is a must.
- Demonstrated U.S. tax preparation experience, including small business returns.
- Strong written and verbal communication skills.
Shared Expectations:
- Comfortable with phone/video calls and plain-language explanations of tax outcomes.
- Understands that tax preparation depends on accurate books.
- Comfortable using tax software, customer portals, and multiple browser-based systems.
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. We are hiring experienced U.S. tax professionals to support small business customers across common filing types.