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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.
Benefits
Comp & perks- Must meet Bench’s minimum hardware and internet requirements for smooth communication and workflow
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
tax preparationtax review1040 returnsSchedule C1120 returns1120-S returns1065 returnsR&D creditsForm 6765amendments
Soft Skills
analytical skillsattention to detailwritten communicationverbal communicationcustomer serviceresponsivenessfollow-throughindependent ownershipremote-work disciplineexplanation of technical issues
Certifications
IRS PTIN