Tax Preparer, Small Business Returns

This is a fully remote position, open to applicants in United States.

📋 Description

• Prepare federal and relevant state tax returns for small business clients, including 1040, Schedule C, 1120, 1120-S, and 1065 forms.

• Review client documents, bookkeeping records, year-end financial statements, prior-year tax returns, and supporting schedules prior to return preparation.

• Detect any missing information, discrepancies, unsupported balances, or bookkeeping issues before the return undergoes review.

• Identify bookkeeping problems that impact the accuracy of tax returns, make simple supported adjustments when necessary, and document or escalate any issues that need correction before filing.

• Communicate directly with clients to gather necessary information and conduct draft review calls, explaining the return, balance due/refund, approval requirements, and next steps in straightforward language.

• Prepare or assist with returns that involve R&D credits/Form 6765, as applicable, and identify any missing documentation or items that require specialist/advisor review.

• Provide clear status updates, respond promptly to internal and external messages, and proactively identify any blockers or risks related to deadlines.

• Document workpapers, assumptions, adjustments, open questions, client conversations, and next steps clearly.

• Resolve standard tax preparation inquiries independently using tax knowledge, research, and internal resources; escalate only when genuinely advisory, legally sensitive, complex, or outside the scope of the role.

• Promptly correct preparation-related errors or omissions based on reviewer feedback.

⛳️ Requirements

• Valid IRS PTIN.

• Proven experience in U.S. tax preparation, particularly with small business returns.

• Familiarity with at least some of the following forms: 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 identify when bookkeeping issues or adjustments impact the accuracy of tax returns.

• Excellent written and verbal communication skills, including comfort in speaking directly with clients via phone or video.

• Capability to explain tax concepts clearly, calmly, and empathetically to individuals without a tax background.

• Strong computer skills and the ability to work efficiently across multiple systems in a remote environment.

• Demonstrated independent ownership, responsiveness, follow-through, and sound judgment within established workflows.

• Willingness to complete BenchTax’s written technical assessment and customer-communication assessment.

🏝️ Benefits

• Must meet Bench’s minimum hardware and internet specifications for effective communication and workflow.