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About the role
Key responsibilities & impact- Prepare federal and applicable state returns for small business customers, including 1040, Schedule C, 1120, 1120-S, and 1065 returns.
- Review customer documents, bookkeeping records, year-end financials, prior-year returns, and supporting schedules before preparing the return.
- Identify missing information, inconsistencies, unsupported balances, or bookkeeping issues before the return reaches review.
- Identify bookkeeping issues that affect tax return accuracy, make straightforward supported adjustments when appropriate, and document or escalate anything that must be corrected before filing.
- Communicate directly with customers when information is needed and conduct draft review calls explaining the return, balance due/refund, approval requirements, and next steps in plain language.
- Prepare or support returns involving R&D credits / Form 6765 where applicable, and identify missing documentation or items requiring specialist/advisor review.
- Provide concise status updates, respond promptly to internal and customer-facing messages, and proactively flag blockers or deadline risks.
- Document workpapers, assumptions, adjustments, open questions, customer conversations, and next steps clearly.
- Resolve routine tax preparation questions independently using tax knowledge, research, and internal resources; escalate only when genuinely advisory, legally sensitive, complex, or outside scope.
- Correct prep-related errors or omissions promptly when returned by reviewer feedback.
Requirements
What you’ll need- Valid IRS PTIN.
- Demonstrated U.S. tax preparation experience, including small business returns.
- Experience with at least some of the following: 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 recognize when bookkeeping issues or adjustments affect tax return accuracy.
- Strong written and verbal communication skills, including comfort speaking directly with customers by phone or video.
- Ability to explain tax concepts clearly, calmly, and empathetically to non-tax professionals.
- Strong computer skills and ability to work efficiently across multiple systems in a remote environment.
- Independent ownership, responsiveness, follow-through, and sound judgment within documented workflows.
- Willingness to complete BenchTax’s written technical assessment and customer-communication assessment.
- CPA or Enrolled Agent designation preferred.
Benefits
Comp & perks- Must meet Bench’s minimum hardware and internet requirements for smooth communication and workflow
- flexible work arrangements
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
U.S. tax preparation1040Schedule C11201120-S1065R&D creditsForm 6765financial statement reviewbookkeeping adjustments
Soft Skills
strong written communicationstrong verbal communicationcustomer interactionexplanation of tax conceptsindependent ownershipresponsivenessfollow-throughsound judgmentempathyproblem-solving
Certifications
IRS PTINCPAEnrolled Agent