[Hiring] U.S. Tax Preparer, Small Business Returns @Job Mobz

Role Description

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.
• 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.

Qualifications

• 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.

Requirements

• 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).
• Experience in remote tax, accounting, bookkeeping, or client-service environments using tools such as Slack, Google Workspace, Salesforce, customer portals, or workflow trackers (preferred).

Benefits

• Must be based in the Cape Town area and available to work North American business hours (8 AM – 4 PM EST or PST).
• Must meet Bench’s minimum hardware and internet requirements for smooth communication and workflow.