Tax Associate, Client Tax Services and Solutions

Justworks · Operations, Payments & Tax

Where: New York, New York
Posted: 3 days ago

At Justworks, you’ll enjoy a welcoming and casual environment, great benefits, wellness program offerings, company retreats, and the ability to interact with and learn from leaders in the startup community. We work hard and care about our most prized asset - our people.

We’re helping businesses get off the ground by enabling them to focus on running their business. We solve HR issues. We’re data-driven and never stop iterating. If you’d like to work in a supportive, entrepreneurial environment, are interested in building something meaningful and having fun while doing it, we’d love to hear from you.

We're united by shared goals and shared motivations at Justworks. These are best summed up in our company values, which are reflected in our product and in our team.

Our Values

If this sounds like you, you’ll fit right in.

What you'd do

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.

What they want

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).