U.S. Tax Reviewer, Small Business Returns

Job Mobz

U.S. Tax Reviewer at BenchTax focused on quality in tax preparation and review for small businesses.

Posted 5/20/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

Review prepared federal and applicable state returns before customer delivery or filing, including 1040, Schedule C, 1120, 1120-S, and 1065 returns
Confirm returns align with year-end financials, bookkeeping records, workpapers, prior-year context, and customer-provided documents
Identify material errors, inconsistencies, missing schedules, classification issues, unsupported positions, filing risks, and bookkeeping issues requiring correction before filing
Validate adjusting entries or request corrections before customer delivery or filing
Review returns involving R&D credits / Form 6765 where applicable, including reasonableness of inputs, documentation, and escalation needs
Provide clear, actionable feedback to preparers and ensure corrections are completed before a return is sent to the customer or filed
Conduct or support draft review calls when technical explanation is needed and explain review findings in plain language
Confirm customer approval is informed and filing authorization matches the correct return and year
Monitor returns in review, client approval, and filing stages so they do not stall; respond promptly to internal and customer-facing questions
Document review findings, decisions, assumptions, unresolved risks, and follow-up items clearly
Escalate advisory or complex technical issues to BenchTax Advisors only when necessary, and track repeat preparer issues to support quality improvement
With Power of Attorney, communicate with IRS agents in writing and on calls on behalf of the customer
Understand IRS notices and explain next steps to customers; offering first time abatement letters when appropriate
Prepare and file amendments

Requirements

What you’ll need

Valid IRS PTIN
Significant U.S. tax preparation and/or review experience
Strong understanding of small business and entity-level tax issues
Ability to review 1040, Schedule C, 1120, 1120-S, and 1065 returns
Ability to identify material tax errors, bookkeeping inconsistencies, unsupported positions, and filing risks, and explain corrections clearly
Strong analytical skills, attention to detail, written/verbal communication, and remote-work discipline
Comfort speaking directly with customers by phone or video when needed and explaining technical tax issues to non-tax professionals
Strong computer skills and ability to work efficiently across multiple systems in a remote workflow
Independent ownership, responsiveness, and follow-through through correction, approval, and filing
Willingness to complete BenchTax’s written technical review assessment
CPA or Enrolled Agent designation strongly preferred
Big 4 Experience strongly preferred
Experience with R&D credits and Form 6765, including reviewing documentation/substantiation and identifying when specialist/advisor review is required
Experience reviewing returns for startups, software companies, engineering firms, product-development businesses, or other R&D-heavy clients
Prior experience as a senior preparer, reviewer, tax manager, or quality reviewer
Experience reviewing returns prepared by others in a high-volume tax operation
Experience with Drake Tax or similar professional tax software
Experience with remote workflows and tools such as Slack, Google Workspace, Salesforce, portals

Benefits

Comp & perks

Remote work options
Opportunities for professional development

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

U.S. tax preparationtax review1040 returnsSchedule C1120 returns1120-S returns1065 returnsR&D creditsForm 6765tax error identification

Soft Skills

analytical skillsattention to detailwritten communicationverbal communicationremote-work disciplinecustomer interactionexplanation of technical issuesindependent ownershipresponsivenessfollow-through

Certifications

IRS PTINCPAEnrolled Agent