U.S. Tax Reviewer, Small Business Returns

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

📋 Description

• Examine federal and relevant state tax returns prior to customer delivery or submission, including 1040, Schedule C, 1120, 1120-S, and 1065 forms.

• Ensure that returns are consistent with end-of-year financials, bookkeeping records, workpapers, previous year data, and documents provided by customers.

• Detect significant errors, inconsistencies, missing schedules, classification problems, unsupported positions, filing risks, and bookkeeping issues that need rectification prior to submission.

• Validate adjusting entries or request necessary corrections before the return is delivered to the customer or filed.

• Review returns that involve R&D credits / Form 6765 where applicable, assessing the reasonableness of inputs, documentation, and escalation requirements.

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

• Conduct or assist with draft review calls when a technical explanation is necessary, and communicate review findings in straightforward language.

• Verify that customer approval is well-informed and that the filing authorization corresponds with the appropriate return and year.

• Supervise returns during the review, client approval, and filing phases to prevent delays; respond swiftly to inquiries from both internal and external parties.

• Clearly document review findings, decisions, assumptions, unresolved risks, and follow-up items.

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

⛳️ Requirements

• Valid IRS PTIN.

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

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

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

• Ability to pinpoint significant tax errors, bookkeeping discrepancies, unsupported positions, and filing risks, and to articulate corrections clearly.

• Strong analytical abilities, meticulous attention to detail, effective written and verbal communication skills, and discipline for remote work.

• Comfort in engaging directly with customers via phone or video when necessary, and explaining technical tax matters to non-tax professionals.

• Proficient computer skills and the ability to work efficiently across various systems in a remote setup.

• Independent ownership, promptness, and follow-through throughout the correction, approval, and filing process.

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

• CPA or Enrolled Agent designation is highly preferred.

• Experience with Big 4 firms is strongly preferred.

• Familiarity with R&D credits and Form 6765, including reviewing documentation/substantiation and recognizing when specialist or advisor review is needed.

• Experience in reviewing returns for startups, software companies, engineering firms, product-development businesses, or other clients focused on R&D.

• Prior experience as a senior preparer, reviewer, tax manager, or quality reviewer.

• Experience in reviewing returns prepared by others in a high-volume tax environment.

• Proficiency with Drake Tax or similar professional tax software.

• Experience with remote workflows and tools such as Slack, Google Workspace, Salesforce, and portals.

🏝️ Benefits

• Employees have the flexibility to work remotely.