Tax Reviewer

Job Description

The U.S. Tax Reviewer reviews prepared tax returns for accuracy, completeness, customer readiness, filing risk, and alignment with the customer’s books and supporting documentation. This is a quality-control and customer-protection role, not a passive sign-off step.

The ideal candidate can identify material tax errors, catch bookkeeping inconsistencies, validate adjustments, review Form 6765/R&D credit items where applicable, communicate clearly with preparers, and support or conduct customer draft review conversations when needed. The reviewer owns follow-through until the return is corrected, customer-ready, approved, filed, or clearly reassigned.

Core Responsibilities

• 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.

• 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.

Qualifications

Required Qualifications

• 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.

Preferred Qualifications

• 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,

Shared Expectations

• Growth and development: coachable, receives and delivers feedback continuously and constructively; seeks opportunities to improve our processes and systems to increase efficiency and effectiveness.

• Customer communication: comfortable with phone/video calls, written messages, draft review calls, and plain-language explanations of tax outcomes. 

• Ownership and follow-through: acknowledges assignments, provides status updates, documents blockers, follows through on commitments, and escalates before deadlines or customer experience are at risk.

• Prioritization: organized and works on competing priorities with a discerning mindset in a fast paced environment with little direction.

• Bookkeeping and adjustment awareness: understands that tax preparation depends on accurate books and recognizes when financial records do not support the return.

• Remote-work and computer skills: highly comfortable using tax software, customer portals, Slack or similar tools, Google Workspace, CRM/workflow systems, dashboards, shared trackers, and multiple browser-based systems.

• Quality and metrics: comfortable being measured on accuracy, avoidable rework, response time, turnaround time, SLA adherence, workpaper/note quality, customer impact, and ability to move work forward without unnecessary escalation.

Additional Information

• Must be based in the New Dehli 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