Tax Associate, Client Tax Services and Solutions

The role

The Tax Associate will support existing tax services and contribute to growing service offerings for SMBs. This role involves assisting with tax credit calculations, reconciliations, and providing usability feedback to product teams.

What you will do

• Assist with calculations, reviews, or audits of various tax credits.
• Compile, automate, and maintain detailed customer reconciliation reports.
• Perform monthly, quarterly, and annual internal reconciliations of balances.
• Test new features and provide usability and compliance feedback to design and product teams.
• Assist with projects providing thought leadership and insights into industry needs.
• Track and compile team OKRs, KPIs, and SLA performance metrics.
• Support development and maintenance of standard operating procedures.
• Develop thought-leadership content and networking opportunities with partner firms.
• Assist with complex escalated customer issues via email or conference calls.
• Prepare, review, and submit Form 941-X amended payroll tax returns.

Required qualifications

• 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,
• 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.
• Strong communication skills.

Nice to have

• Hands-on experience with JIRA, Confluence, Gumloop, ChatGPT, Gemini, and Cursor.
• Familiarity with data querying (e.g., SQL).
• Familiarity with scripting languages (e.g., Python).

Benefits

• Welcoming and casual environment
• Great benefits
• Wellness program offerings
• Company retreats

About the company

Justworks helps businesses get off the ground by enabling them to focus on running their business and solving HR issues. They are a data-driven company that works in a supportive, entrepreneurial environment.