Tax Associate, Client Tax Services and Solutions
Core
Support client tax service delivery, manage tax credit calculations and reconciliations, and assist with payroll tax return amendments for SMBs on the Justworks platform.
Role type
Associate tax consultant (client services)
Builds
Tax credit programs, reconciliation reports, and operational processes for SMBs
Domain
Accounting / Tax Compliance
Required skills
Tax compliance, Tax consulting, Federal/state tax law, Entity tax structures (C-Corp, S-Corp, LLC), Payroll tax returns, Financial audits, Process improvement, Data analysis, Stakeholder management, Microsoft Office/Google Suite
Preferred skills
SQL, Python, JIRA, Confluence, Low-code/AI tools (ChatGPT, Zapier)
Technologies
Microsoft Excel, Google Sheets, JIRA, Confluence, Gumloop, ChatGPT, Claude, Gemini, Cursor, SQL, Python
Responsibilities
Assist with calculations, reviews, or audits of customer tax credits; Compile and maintain customer reconciliation reports; Support internal reconciliations of balances due to/from customers; Prepare and submit Form 941-X amended payroll tax returns; Support corporate financial audits and regulatory examinations; Develop thought leadership content and insights; Track and compile team OKRs, KPIs, and SLA metrics; Work with product teams to test new features from an accountant's perspective.
Seniority
Junior to Mid-level, hands-on IC