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Justworks

Runs payroll and HR for small businesses

Tax Associate - Client Tax Services and Solutions

Tax AccountingConfirmed live in the last 24 hours
Full-timeNew York, NY, USA$82k - $99k /yr

About the Job

Requirements

  • 1-2 years of experience at a Big 4 accounting firm providing tax consulting or tax compliance services in income taxes, tax provisions, fixed assets, tax credits and incentives, state and local taxes, or mergers and acquisitions; payroll tax experience is not required.
  • 1-2 years of experience working with one or more business entity types, such as C-Corps, S-Corps, and LLCs, across multiple industries.
  • A CPA license or eligibility for the CPA license is required.
  • Working proficiency with Microsoft Office, including Excel and PowerPoint, and Google Suite, including Sheets and Slides.
  • Experience reading and learning complex federal and state legislation.
  • Ability to develop trusted relationships among functional peers.
  • Strong communication skills suitable for a fast-paced, rapid decision-making environment.
  • Apply creative thinking to analyze existing workflows, identify manual bottlenecks, and design solutions to complex, unstructured problems; leverage low/no-code platforms and AI tools to build scalable automations, reduce friction, and improve team efficiency.

Responsibilities

  • Assist with calculations, reviews, or audits of tax credits submitted by customers or their accountants.
  • Compile, automate, and maintain detailed customer reconciliation reports showing total credits issued, issue dates, and pending credits.
  • Support monthly, quarterly, and annual internal reconciliations of balances due to and from customers, and communicate outstanding customer balances cross-functionally.
  • Work with internal design and product teams to test new features and provide usability and compliance feedback from an accountant’s perspective.
  • Use tax expertise to assist with projects that provide thought leadership and insights into industry needs and business opportunities.
  • Track and compile team OKRs, KPIs, and SLA performance metrics to communicate operational insights, monitor service delivery trends, and identify process-improvement opportunities across the business and cross-functional initiatives.
  • Support the development, implementation, and maintenance of standard operating procedures for tax service offerings.
  • Work with accountant partner firms and the marketing team to develop thought-leadership content and networking opportunities.
  • Assist with complex escalated customer tax and product issues, including communicating directly with customers by email or conference call.
  • Drive tax and accounting customer awareness and education, and perform other responsibilities based on department or organizational needs.
  • Assist with complex questions and requests from teams including Customer Success, building 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 with special projects by turning ambiguous requests into clear operational plans, partnering cross-functionally to find root causes, analyzing data, and building practical, automated, durable processes.

Desired Qualifications

  • Hands-on experience with tools such as JIRA, Confluence, Gumloop, ChatGPT, Gemini, and Cursor is a plus.
  • Familiarity with data querying such as SQL and scripting languages such as Python is preferred but not required.

About the Company

Justworks

Runs payroll and HR for small businesses

Justworks runs payroll and HR software for small businesses, combining routine workforce administration with access to group health insurance. Its PEO service co-employs customer workers, taking on specified payroll, tax and benefits responsibilities while customers manage their teams. Businesses also buy payroll software separately, with tools for employee onboarding, timecards, paid time off, contractor and vendor payments, and storing employment documents. The platform connects to accounting software, and customers pay monthly subscriptions priced by employee count and selected plan. Justworks was founded in 2012 and is headquartered in New York City.

Company size
1,001-5,000
Company stage
Late Stage VC
Total funding
$159.8M
Headquarters
New York City, New York
Founded
2012

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