Core Responsibilities:
- Review federal and state returns including 1040, Schedule C, 1120, 1120-S, and 1065 returns.
- Confirm returns align with year-end financials, bookkeeping records, and customer-provided documents.
- Monitor returns in review, client approval, and filing stages; respond promptly to questions.
Qualifications:
- Valid IRS PTIN and understanding of small business and entity-level tax issues.
- Ability to review 1040, Schedule C, 1120, 1120-S, and 1065 returns.
- Strong analytical skills, attention to detail and written/verbal communication.
Preferred Qualifications:
- CPA or Enrolled Agent designation is strongly preferred.
- Experience with R&D credits and Form 6765, including reviewing documentation.
- Prior experience as a senior preparer, reviewer, tax manager, or quality reviewer.
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.