U.S. Tax Reviewer, Small Business Returns
Remote · Bengaluru, Karnataka, India
Job Summary
U.S. Tax Reviewer for Small Business Returns focused on quality control and customer protection. Responsibilities include reviewing federal and state returns (1040, Schedule C, 1120, 1120-S, 1065) for accuracy, aligning with year-end financials and documentation, identifying material errors and filing risks, validating adjustments, and addressing R&D credits/Form 6765 where applicable. Provide actionable feedback to preparers, conduct or support draft review calls to explain findings in plain language, ensure customer approval and filing authorization, monitor progress through review to filing, document findings and follow-up items, escalate complex issues to BenchTax Advisors when necessary, and communicate with IRS agents with Power of Attorney when needed. Must have a valid IRS PTIN; CPA or Enrolled Agent designation is strongly preferred. Remote-work capability is required; must be based in the Bengaluru area and be available to work North American business hours. Prior experience with Drake Tax or similar software and experience reviewing R&D credits are preferred. The role emphasizes proactive follow-through, clear communication with customers, and ensuring returns are corrected and filed accurately.
Required Qualifications
- 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
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