U.S. Tax Reviewer – Small Business Returns

About the role

BenchTax is building an in‑house U.S. tax preparation and review function. We are looking for an experienced U.S. tax professional to review small‑business returns, ensure accuracy, and protect the customer from filing risks.

Key responsibilities

• Review prepared federal and applicable state returns (1040, Schedule C, 1120, 1120‑S, 1065) before delivery or filing.
• Confirm returns align with year‑end financials, bookkeeping records, workpapers and supporting documentation.
• Identify material errors, inconsistencies, missing schedules, unsupported positions and filing risks.
• Validate adjusting entries or request corrections; review R&D credit items and Form 6765 where applicable.
• Provide clear, actionable feedback to preparers and ensure corrections are completed.
• Conduct or support draft‑review calls, explaining findings in plain language.
• Monitor the review, approval and filing stages to prevent stalls and respond promptly to questions.
• Document review findings, decisions and unresolved risks; escalate complex issues when needed.

Required profile

• Valid IRS PTIN.
• Significant experience preparing or reviewing U.S. small‑business tax returns.
• CPA or Enrolled Agent designation preferred.
• Strong knowledge of R&D credits and Form 6765.
• Ability to communicate tax concepts clearly to customers.

Required skills

• U.S. tax preparation and review.
• R&D credit analysis (Form 6765).
• Federal and state return review (1040, Schedule C, 1120, 1120‑S, 1065).
• Attention to detail and risk identification.