The U.S. Tax Preparer prepares accurate, complete, and timely U.S. tax returns for BenchTax small business customers. The ideal candidate can review books, year-end financials, prior-year returns, and supporting documents; identify missing or inconsistent information; make or flag straightforward supported bookkeeping/tax adjustments; prepare returns in professional tax software; communicate directly with customers; and conduct draft review calls.This person must be able to explain tax concepts clearly and empathetically to non-tax professionals and document the file so reviewers and advisors can understand the work without recreating it.Core ResponsibilitiesPrepare 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.
