U.S. Tax Preparer, Small Business Returns
Remote · Manila, Metro Manila, Philippines
Job Summary
Prepare federal and applicable state returns for BenchTax small business customers (1040, Schedule C, 1120, 1120-S, 1065); review customer documents, year-end financials, and supporting schedules; identify missing information or inconsistencies; prepare returns in professional tax software; communicate with customers in plain language; conduct draft review calls; provide support for R&D credits and Form 6765; document workpapers, adjustments, and conversations; resolve routine questions independently and escalate only for complex matters; with Power of Attorney, communicate with IRS on behalf of the customer; prepare amendments; compatible with remote-work tools and available during North American business hours.
Required Qualifications
- Valid IRS PTIN
- Demonstrated U.S. tax preparation experience, including small business returns
- Experience with 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
- Strong written and verbal communication skills
- Ability to explain tax concepts clearly, calmly, and empathetically to non-tax professionals
- Strong computer skills and ability to work efficiently 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
Desired Qualifications
- CPA or Enrolled Agent designation
- Big 4 Experience: Ernst Young, KPMG, Deloitte, & PWC
- Experience with R&D credits and Form 6765
- 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
- Remote-work experience using Slack, Google Workspace, Salesforce, or similar tools
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