Tax Reviewer, Small Business Returns

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

📋 Description

• Review federal and relevant state tax returns that have been prepared, prior to customer delivery or filing, including forms 1040, Schedule C, 1120, 1120-S, and 1065.

• Ensure that returns are consistent with year-end financial statements, bookkeeping records, workpapers, prior-year information, and documents provided by customers.

• Detect significant errors, inconsistencies, missing schedules, classification challenges, unsupported positions, filing risks, and bookkeeping issues that need rectification before filing.

• Validate adjusting entries or request necessary corrections prior to customer delivery or filing.

• Review returns related to R&D credits/Form 6765, as applicable, including assessing the reasonableness of inputs, documentation sufficiency, and any escalation requirements.

• Offer clear, actionable feedback to preparers and ensure that corrections are made before a return is sent to the customer or filed.

• Conduct or assist in draft review calls when a technical explanation is required and articulate review findings in accessible language.

• Confirm that customer approval is informed and that the filing authorization corresponds with the correct return and year.

• Track returns during the review, client approval, and filing stages to prevent delays; promptly address internal and customer inquiries.

• Document review findings, decisions, assumptions, unresolved risks, and follow-up actions clearly.

• Escalate advisory or complex technical matters to BenchTax Advisors only when necessary, and monitor recurring preparer issues to aid in quality enhancement.

• With Power of Attorney, engage with IRS agents in both written and verbal communications on behalf of the customer.

• Comprehend IRS notices and advise customers on subsequent steps; offer first-time abatement letters when suitable.

• Prepare and file amendments.

⛳️ Requirements

• Valid IRS PTIN.

• Substantial experience in U.S. tax preparation and/or review.

• Strong grasp of small business and entity-level tax matters.

• Capability to review forms 1040, Schedule C, 1120, 1120-S, and 1065.

• Proficiency in identifying significant tax errors, bookkeeping discrepancies, unsupported positions, and filing risks, along with the ability to articulate corrections clearly.

• Excellent analytical skills, attention to detail, effective written and verbal communication, and discipline in remote work.

• Comfort in speaking directly with customers via phone or video as necessary, and explaining complex tax issues to non-tax professionals.

• Strong computer proficiency and the ability to efficiently navigate multiple systems in a remote working environment.

• Independent ownership, responsiveness, and thorough follow-through throughout the correction, approval, and filing processes.

• Willingness to complete BenchTax’s written technical review assessment.

🏝️ Benefits

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