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 idóneo 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. 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.

📌 U.S. Tax Reviewer, Small Business Returns (México)
🏢 Job Mobz
📍 México