Tax Associate, Client Tax Services and Solutions (opens in a new tab)

Justworks, Inc.; New York (NY); On-site; USD 82,000 - 99,000; Full time

Job summary

Justworks, Inc. in New York City seeks a Tax Associate, Client Tax Services and Solutions to help deliver tax compliance and advisory services across federal, state, and local programs for startups and SMBs.

You will work with internal teams and external customers to shape offerings and boost efficiency. The role requires 1–2 years of tax experience, CPA eligibility, strong Excel/Google skills, and clear communication with cross-functional partners.

Qualifications

• 1–2 years of tax consulting or compliance experience at a Big 4 firm across federal, state and local tax areas.
• Experience with entities: C‑Corps, S‑Corps, LLCs, partnerships, 501(c)(3)s.
• CPA license or eligibility required.
• Proficient with Microsoft Office (Excel, PowerPoint) and Google Suite (Sheets, Slides).
• Ability to read and interpret complex federal/state tax legislation.
• Strong collaboration and relationship-building across teams.
• Clear, proactive communication suitable for fast-paced environments.
• Hands-on experience with JIRA, Confluence, Gumloop, ChatGPT, Gemini, Cursor a plus.
• Familiarity with SQL and Python is a plus but not required.

Responsibilities

• Assist with calculations, reviews, or audits of tax credits submitted by customers or their accountants.
• Compile, automate, and maintain detailed customer reconciliation reports (credits issued, dates, pending).
• Support monthly, quarterly, and annual reconciliations of balances due to/from customers with cross-functional teams.
• Test new features with internal design/product teams and provide accountant-focused feedback.
• Apply tax expertise to projects offering insights into industry needs and opportunities.
• Track and present team OKRs, KPIs, and SLA metrics to drive operational insights.
• Develop, implement, and maintain strong standard operating procedures around tax offerings.
• Collaborate with accountant partner firms and marketing to develop thought leadership content.
• Address complex tax questions from customers via email or conference calls.
• Educate team members on Justworks payroll platform; support regulatory examinations and audits.
• Contribute to special projects: turn ambiguous requests into actionable plans; drive data-driven improvements.

Skills

Communication skills

Partnership instincts

Microsoft Office

Google Suite

JIRA

Confluence

Gumloop

ChatGPT

Gemini

Cursor

SQL

Python

Education

CPA license or eligibility

Tools

JIRA

Confluence

Gumloop

ChatGPT

Gemini

Cursor

Job description

Tax Associate, Client Tax Services and Solutions

New York, New York

Who We Are

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.

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

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.

Actual compensation is based on multiple factors that are unique to each candidate, including and not limited to skill set, level of relevant experience, and specific work location. Salary ranges for positions based in other locations may differ based on the cost of labor in that location.

For more information about Justworks’ Total Reward Philosophy, including all of the perks and benefits we are proud to offer our team members, please visit Total Rewards @ Justworks .

Diversity At Justworks

Justworks is committed to maintaining a workplace where diversity of identity, culture, and life experience is the norm and is celebrated authentically and respected consistently. Diversity in our work, our people, and our product drives creativity and innovation, entrepreneurial leadership and integrity, competitiveness, and collaboration throughout our business and in the market. We depend on our differences to make our team stronger, our workplace more dynamic, and our product accessible to all of our customers.

We’re proud to be an equal opportunity employer open to all qualified applicants regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital or familial status, disability, pregnancy, gender identity or expression, veteran status, genetic information, or any other legally protected status. Justworks is fully dedicated to providing necessary support to candidates with disabilities who may require reasonable accommodations. We also provide reasonable accommodations to employees based on their sincerely held religious beliefs, as well as for other covered reasons consistent with applicable federal, state, and local laws. If you're in need of a reasonable accommodation, please reach out to us at [e-mail] . Your comfort and success matter to us, and we're here to ensure an inclusive experience.

Just Be You

We’re committed to building a culture where everyone feels welcome, supported, and empowered to thrive. We believe that a wide range of perspectives, experiences, and identities strengthens our team and helps us create the kind of workplace—and world we want to see.

We believe that in order to gather accurate demographic information we need to move beyond traditional questions about gender, race and ethnicity, and sexual orientation in favor of more inclusive and open-ended approaches. Of course, thinking around these areas is ever-evolving so, wherever applicable please feel free to select "I prefer to self-describe" and then elaborate so we can use your feedback to inform survey selections in the future.

Participation in this survey is completely optional. Any responses you choose to share will not be associated with your application and will not in any way be used in any hiring decision. We are collecting this information to deepen our understanding of our candidate pool and to continue to foster a welcoming and equitable hiring experience for all.

At Justworks, we are building an open, inclusive, and collaborative culture that values each person’s unique potential. We strive to help every Justworker grow with confidence in the collective service of our company, our community, and our customers.

We know that creating a truly inclusive workplace where everyone thrives is an ongoing journey—one that requires consistency, accountability, and shared commitment. We’re proud of the company we’re building together, one great Justworker at a time.