U.S. Tax Preparer, Small Business Returns

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🕒 May 22

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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

• 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.

🎯 Requirements

• 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. • CPA or Enrolled Agent designation (preferred). • Big 4 Experience: Ernst Young, KPMG, Deloitte, & PWC (preferred). • Experience with R&D credits and Form 6765, including qualified research expenses, payroll tax credit considerations, and substantiation requirements (preferred). • Experience preparing returns for startups, software companies, engineering firms, product-development businesses, or other R&D-heavy clients (preferred). • Experience conducting draft review calls and making or proposing adjusting journal entries (preferred). • Experience with Drake Tax or similar professional tax software (preferred).

🏖️ Benefits

• Employees can work remotely