Tax Reviewer, Small Business Returns

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🕒 May 20

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Job Mobz

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 2012

🎯 Recruiter

👥 HR Tech

🤝 B2B

Recruitment • HR Tech • B2B

Job Mobz is a company that provides on-demand recruiting solutions to help employers, ranging from startups to Fortune 500 companies, hire qualified job candidates quickly and efficiently. The company offers a network of expert contract recruiters who can be deployed rapidly to scale hiring teams as needed, thereby alleviating the strain on internal recruiting resources. Job Mobz also offers additional services such as candidate sourcing to enhance recruitment pipelines, with a focus on flexibility and cost-effectiveness in the hiring process. Their solutions are designed to be agile, meeting the demands of the changing labor market, and support enterprises, startups, RPOs, and staffing agencies with tailored recruiting strategies.

📋 Description

• Review prepared federal and applicable state returns before customer delivery or filing, including 1040, Schedule C, 1120, 1120-S, and 1065 returns. • Confirm returns align with year-end financials, bookkeeping records, workpapers, prior-year context, and customer-provided documents. • Identify material errors, inconsistencies, missing schedules, classification issues, unsupported positions, filing risks, and bookkeeping issues requiring correction before filing. • Validate adjusting entries or request corrections before customer delivery or filing. • Review returns involving R&D credits / Form 6765 where applicable, including reasonableness of inputs, documentation, and escalation needs. • Provide clear, actionable feedback to preparers and ensure corrections are completed before a return is sent to the customer or filed. • Conduct or support draft review calls when technical explanation is needed and explain review findings in plain language. • Confirm customer approval is informed and filing authorization matches the correct return and year. • Monitor returns in review, client approval, and filing stages so they do not stall; respond promptly to internal and customer-facing questions. • Document review findings, decisions, assumptions, unresolved risks, and follow-up items clearly. • Escalate advisory or complex technical issues to BenchTax Advisors only when necessary, and track repeat preparer issues to support quality improvement.

🎯 Requirements

• 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. • CPA or Enrolled Agent designation strongly preferred. • Big 4 Experience strongly preferred. • Experience with R&D credits and Form 6765, including reviewing documentation/substantiation and identifying when specialist/advisor review is required. • Experience reviewing returns for startups, software companies, engineering firms, product-development businesses, or other R&D-heavy clients. • Prior experience as a senior preparer, reviewer, tax manager, or quality reviewer. • Experience reviewing returns prepared by others in a high-volume tax operation. • Experience with Drake Tax or similar professional tax software. • Experience with remote workflows and tools such as Slack, Google Workspace, Salesforce, portals.

🏖️ Benefits

• Must meet Bench’s minimum hardware and internet requirements for smooth communication and workflow • Remote work • Work North American business hours (8 AM – 4 PM EST or PST)