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Salary: USD 82,000 - 99,000 / annual
Justworks is seeking a Tax Associate to join the Client Tax Services and Solutions team within the Operations Division. This role supports and grows Justworks' tax service offerings for small and medium-sized businesses (SMBs) on the platform, helping them leverage federal, state, and local tax programs, improve compliance, and create operational efficiency.
Key responsibilities include:
- Assist with calculations, reviews, and audits of various tax credits submitted by customers or their accountants
- Compile, automate, and maintain detailed customer reconciliation reports tracking credits issued, dates, and pending status
- Perform monthly, quarterly, and annual internal reconciliations of balances due to and from customers, working cross-functionally to communicate outstanding amounts
- Test new features with internal design and product teams, providing usability and compliance feedback from an accountant's perspective
- Leverage tax expertise to support thought leadership projects identifying industry needs and business opportunities
- Track and compile team OKRs, KPIs, and SLA performance metrics to communicate operational insights and highlight process improvement opportunities
- Develop, implement, and maintain standard operating procedures for tax service offerings
- Partner with accountant firms and marketing to develop thought-leadership content and networking opportunities
- Assist with complex escalated customer issues regarding taxes and Justworks products, including direct customer communication
- Drive tax and accounting customer awareness and education initiatives
- Support responses to complex questions from internal teams (Customer Success, etc.) to strengthen 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 filings and process customer tax credit adjustments
- Lead special projects: turn ambiguous requests into clear operational plans, partner cross-functionally to find root causes, analyze data, and build scalable processes
Success in this role requires collaboration, extreme attention to detail, nimble learning, adaptability, and process innovation/AI automation skills. The ideal candidate will align with Justworks' core values: Camaraderie, Openness, Grit, Integrity, and Simplicity.
QUALIFICATIONS:
- 1-2 years of experience at a Big 4 accounting firm providing tax consulting or tax compliance services in areas such as income taxes, tax provisions, fixed assets, tax credits and incentives, state and local taxes, or mergers & acquisitions (payroll tax experience not required)
- 1-2 years of experience working with one or more business entity types (C-Corp, S-Corp, LLC, etc.) across multiple industries
- CPA license or eligibility for CPA license (required)
- Working proficiency with Microsoft Office (Excel, PowerPoint) and Google Suite (Sheets, Slides)
- Experience reading and learning complex federal and state legislation
- Strong business partnership instincts and ability to quickly develop trusted relationships with functional peers
- Strong communication skills suited for fast-paced, rapid decision-making environments
- Hands-on experience with JIRA, Confluence, Gumloop, ChatGPT, Gemini, and Cursor (a plus)
- Familiarity with data querying (SQL) and scripting languages (Python) preferred but not required
