Who You Are

Do you love working with startups and SMBs? Do you enjoy learning new areas of tax law? This is your opportunity to join an innovative and impactful team within Justworks’ Operations Division. This role will explore and enable outstanding customer tax service delivery across the full range of tax market offerings that help SMBs on Justworks’ platform to take advantage of federal, state and local tax programs, improve compliance and create efficiency thereby creating value and helping their growth.

The Tax Associate of Client Tax Services and Solutions has a background in tax compliance or tax consulting for one or more business entities, including C-corps, S-Corps, LLCs, partnerships, and 501(c)(3)s.

Your focus in this role will be to support our existing tax related services and contribute to growing our service offerings. Working with internal stakeholders and external customers, you will help to shape the services and solutions.

Your Success Profile

What You Will Work On

• Assist with the calculations, reviews, or audits of various tax credits submitted by customers or their accountants.
• Compile, automate, and maintain detailed customer reconciliation reports, detailing total credits issued, date issued, and credits pending.
• Support the team in performing monthly, quarterly, and annual internal reconciliations of balances due to and due from customers. Work cross-functionally with teams to communicate outstanding balances due from customers.
• Work with our internal design and product teams to test new features and provide usability and compliance feedback from an accountant’s perspective.
• Leverage your tax expertise to assist with projects that provide thought leadership and insights into general industry needs and business opportunities.
• Assist with the tracking and compilation of team OKRs, KPIs, and SLA performance metrics to communicate operational insights, monitor service delivery trends, and highlight process improvement opportunities across the business and cross-functional initiatives.
• Support the development, implementation, and maintenance of strong standard operating procedures around our tax service offerings.
• Work with accountant partner firms and our marketing team to develop thought-leadership content and networking opportunities.
• Assist with complex escalated issues customers may have regarding taxes and Justworks products, which may include communicating directly with customers via email or conference calls.
• Help drive tax and accounting customer awareness and education, and perform other related responsibilities based on department and/or organizational needs.
• Assist with responses to complex questions and requests from various teams at Justworks (including Customer Success), helping build stronger internal stakeholder relationships.
• Acquire and maintain knowledge of the Justworks payroll platform and educate team members.
• Support corporate financial audits and regulatory examinations.
• Prepare, review, and submit Form 941-X amended payroll tax returns to correct past payroll filings and process customer tax credit adjustments accurately.
• Assist in other special projects as assigned: Turn ambiguous project requests into clear operational plans. Partner cross functionally to find root causes, analyze data, and build standard processes that are practical, automated, and built to last.

How You Will Do Your Work

As a Tax Associate, Client Tax Services and Solutions, how results are achieved is paramount for your success and ultimately result in our success as an organization. In this role, your foundational knowledge, skills, abilities and personal attributes are anchored in the following:

• Collaborative - building partnerships and working together with others to meet shared objectives.
• Detail-oriented - exercises extreme attention to detail; is thorough, accurate, organized, and productive and seeks to understand both the cause and effect of a situation.
• Nimble learning - actively learning through experimentation when tackling new problems, using both successes and failures as learning fodder.
• Adaptability - the ability to adjust your approach or actions in response to changes in your external environment.
• Process Innovation & AI Automation: Apply creative thinking to analyze existing workflows, identify manual bottlenecks, and design innovative solutions for complex, unstructured problems. Leverage modern low/no-code platforms and emerging AI tools (e.g., ChatGPT, Claude, Gemini, Gumloop, Zapier) to build scalable automations, eliminate friction, and maximize team efficiency.

In addition, all Justworkers focus on aligning their behaviors to our core values known as COGIS. It stands for:

• Camaraderie - Day to day you can be seen working together toward a higher purpose. You like to have fun. You’re an active listener, treat people respectfully, and have a strong desire to know and help others.
• Openness - Your default is to be open. You're willing to share information, understand other perspectives, and consider new possibilities. You’re curious, ask open questions, and are receptive to thoughts and feedback from others.
• Grit - You demonstrate grit by having the courage to commit and persevere. You’re committed, earnest, and dive in to get the job done well with a positive attitude.
• Integrity - Simply put, do what you say and say what you'll do. You’re honest and forthright, have a strong moral compass, and strive to match your words with your actions while leading by example.
• Simplicity - Be like Einstein: “Everything should be made as simple as possible, but no simpler.”

Qualifications

• 1-2 years of experience at a Big 4 accounting firm providing tax consulting or tax compliance services in any of the following areas: income taxes, tax provisions, fixed assets, tax credits and incentives, state and local taxes, or mergers & acquisitions. No payroll tax experience required.
• 1-2 years of experience working with one or more business entity types (C-Corp, S-Corp, LLC, etc) from multiple industries.
• CPA license or eligibility for the CPA license required.
• Working proficiency with Microsoft Office (Excel, Power Point) and Google Suite (Sheets, Slides).
• Experience with reading and learning complex federal and state legislation.
• Good business partnership instincts: an ability to quickly develop trusted relationships among functional peers.
• Strong communication skills that are suitable for a fast paced, rapid decision-making environment.
• Hands-on experience with specific tools a plus: JIRA, Confluence, Gumloop, ChatGPT, Gemini, and Cursor.
• Preferred but not required: Familiarity with data querying (e.g., SQL), scripting languages (e.g., Python).

The base wage range for this position based in our New York City Office is targeted at $82,000.00 to $99,000.00 per year.

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