U.S. Tax Preparer, Small Business Returns

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🕒 Maio 20

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Job Mobz

SiteLinkedInTodas as Vagas

51 - 200 funcionários

Fundada em 2012

🎯 Recrutamento

👥 RH Tech

🤝 B2B

Recruitment • HR Tech • B2B

A Job Mobz é uma empresa que fornece soluções de recrutamento sob demanda para ajudar empregadores — de startups a companhias da Fortune 500 — a contratar candidatos qualificados de forma rápida e eficiente. A empresa oferece uma rede de recrutadores especialistas terceirizados, que podem ser alocados rapidamente para escalar as equipes de contratação conforme a necessidade, aliviando a pressão sobre os recursos internos de recrutamento. A Job Mobz também oferece serviços adicionais, como sourcing de candidatos, para fortalecer os pipelines de recrutamento, com foco em flexibilidade e custo-benefício no processo de contratação. Suas soluções são projetadas para serem ágeis, atendendo às demandas do mercado de trabalho em constante mudança, e apoiam empresas, startups, RPOs e agências de staffing com estratégias de recrutamento sob medida.

Descrição

• Prepare federal and applicable state returns for small business customers, including 1040, Schedule C, 1120, 1120-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. • 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.

🎯 Requisitos

• 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 BenchTax’s written technical assessment and customer-communication assessment. • 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.

🏖️ Benefícios

• Must meet Bench’s minimum hardware and internet requirements for smooth communication and workflow • Ownership and follow-through: acknowledges assignments, provides status updates, documents blockers, follows through on commitments, and escalates before deadlines or customer experience are at risk. • Quality and metrics: comfortable being measured on accuracy, avoidable rework, response time, turnaround time, SLA adherence, workpaper/note quality, customer impact, and ability to move work forward without unnecessary escalation.