U.S. Tax Preparer, Small Business Returns
Confidential • Mexico City, Mexico
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; 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 Responsibilities
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-...