U.S. Tax Preparer, Small Business Returns

The U.S. Tax Preparer prepares accurate complete and timely U.S. tax returns for BenchTax small business customers. The ideal candidate can review books year-end financials prior-year returns and supporting documents; identify missing or inconsistent information; make or flag straightforward supported bookkeeping/tax adjustments; prepare returns in professional tax software; communicate directly with customers; and conduct draft review calls.

This person must be able to explain tax concepts clearly and empathetically to non-tax professionals and document the file so reviewers and advisors can understand the work without recreating it.

Core Responsibilities

• Prepare federal and applicable state returns for small business customers including 1040 Schedule C-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.

Qualifications :

Required Qualifications

• 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 BenchTaxs written technical assessment and customer-communication assessment.

Preferred Qualifications: 

• CPA or Enrolled Agent designation.

• Big 4 Experience: Ernst Young KPMG Deloitte & PWC

• Experience with R&D credits and Form 6765 including qualified research expenses payroll tax credit considerations and substantiation requirements.

• Experience preparing returns for startups software companies engineering firms product-development businesses or other R&D-heavy clients.

• Experience conducting draft review calls and making or proposing adjusting journal entries.

• Experience with Drake Tax or similar professional tax software.

• Experience in remote tax accounting bookkeeping or client-service environments using tools such as Slack Google Workspace Salesforce customer portals or workflow trackers.

Additional Information :

• Must be based in the Bengaluru area and available to work North American business hours (8 AM 4 PM EST or PST)
• Must meet Benchs minimum hardware and internet requirements for smooth communication and workflow

Remote Work :

Yes

Employment Type :

Full-time