Tax Associate: Startup Tax Services & Solutions

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

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.