Sr. Tax Associate
Client Tax Services & Solutions
Posted on 11/9/2023
INACTIVE
Justworks

1,001-5,000 employees

Payroll and benefits facilities platform
Company Overview
Justworks’ mission is to help entrepreneurs and businesses grow with confidence. The company is building software for payroll, benefits, HR, and compliance.
Data & Analytics

Company Stage

Later Stage VC

Total Funding

$143M

Founded

2012

Headquarters

New York, New York

Growth & Insights
Headcount

6 month growth

7%

1 year growth

17%

2 year growth

63%
Locations
New York, NY, USA
Experience Level
Entry
Junior
Mid
Senior
Expert
Desired Skills
Customer Service
Marketing
SQL
Tableau
PowerPoint/Keynote/Slides
Communications
Excel/Numbers/Sheets
CategoriesNew
Product
Requirements
  • Minimum 3 years of experience at a Big 4 accounting firm providing tax consulting or tax compliance services
  • Minimum 3 years of experience working with a variety of business entity types
  • CPA license or eligibility for the CPA license required
  • Proficient with Excel, Power Point, Google Sheets, and Google Slides
  • Experience with reading, interpreting, and communicating complex federal and state legislation
  • Experience with the Employee Retention Tax Credit preferred
  • Good business partnership instincts
  • Good communication skills
  • Ability to deliver excellent customer service
Responsibilities
  • Leverage tax expertise to assist with projects that provide thought leadership and insights
  • Contribute in developing creative strategies
  • Assist with the compilation of executive reports
  • Contribute to preparing in-depth analysis and assessment of customer's needs
  • Help promote and explain the benefits of new offerings
  • Develop, implement, and maintain strong standard operating procedures
  • Work with accountant partner firms and marketing team to develop thought-leadership content
  • Handle complex escalated issues customers may have regarding taxes and Justworks products
  • Help drive tax and accounting customer awareness and education
  • Create and optimize operational processes
  • Perform detailed reviews of various tax credits and their supporting documentation
  • Perform internal audits and reviews on tax credits and tax return filings
  • Assist with responses to complex questions and requests from various teams at Justworks
  • Join customer calls to answer questions about tax credits
  • Acquire and maintain knowledge of the Justworks payroll platform
  • Lead or assist in other special projects
  • Work closely with product and engineering teams to provide insights and suggestions
Desired Qualifications
  • Familiarity with Tableau, Alteryx, or practical experience with SQL