Tax Account Registration Specialist

Job description

# **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. [Our Values](https://www.justworks.com/careers#values) If this sounds like you, you’ll fit right in. # **Who You Are** You are a proactive, detail-oriented professional who brings structure to complexity. You excel at identifying opportunities to streamline processes and consistently drive toward greater efficiency through a mix of subject matter expertise and tech fluency. As the Tax Account Registration Specialist, you own the end-to-end health of our customers' tax profiles. You are a research-driven self-starter who loves breaking down complicated concepts into simple terms and solving problems with an automation-forward mindset. The Tax Account Registration Specialist, is responsible for the complete lifecycle management of tax registrations and third-party access (TPA) for our customers. This role involves cross-functional collaboration with the Onboarding, Payroll Tax Operation, Payroll Tax Notice and Customer Success Organization teams to gather necessary information, ensuring successful relationships with all stakeholders. A crucial function of this position is State Agency relationship management. The Specialist will combine operational expertise and problem-solving skills to efficiently resolve inquiries and issues while ensuring every tax profile is accurate, compliant, and prepared for seamless filing. # **Your Success Profile** ## **What You Will Work On** - Own the end-to-end tax registration process for new and existing customers expanding into new states. This includes: - Completing and filing all necessary Power of Attorney forms. - End-to-end implementation of new customer profiles, including registering accounts for state-level unemployment, withholding tax, paid family and medical leave, and worker’s compensation agencies, as well as all applicable local-level wage and business taxes. - Partner with state agency representatives to ensure proper account setup. - Execute and complete TPA confirmation workflows, ensuring Justworks is properly linked to customer accounts for all required state agencies. - Manage the queue of open issues to deliver timely and effective solutions regarding a customer's unemployment tax account. - Collect and disperse registration confirmations, tax rates, and account IDs internally across systems, teams, and workflows to ensure tax filing readiness. - Daily responsibilities include accurately inputting new customer and relevant tax data into the tax reporting and filing software, confirming its accuracy, and escalating any issues to senior team. - Craft outbound emails to customers regarding required account information, following up via phone as needed to meet service level agreements (SLAs). - Proactively identify opportunities to automate manual tasks, establishing new standard operating procedures to maximize efficiency. - Contribute recommendations for improving the collection and tax remittance process as applicable. - Act as a research owner by staying informed on state regulations affecting new registrations and documenting state-specific requirements to maintain compliance. - Update state requirements and setup instructions as changes occur, ensuring all information is current, streamlined, and easy to follow. - Remain informed regarding state regulations affecting new business registrations and account maintenance. - Track trends identified within each state and proactively develop relevant responses. - Conduct regular audits of account data and Third-Party Administrator (TPA) connections to identify unfiled returns or outstanding penalties before filing deadlines. - Partner with Onboarding, Customer Success, and Payroll Tax Filing teams to resolve complex inquiries and integrate regulatory changes into documentation. - Partner with the State unemployment claims team to ensure timely account updates for correct claim routing. - Perform other related duties as assigned. ## **How You Will Do Your Work** As a Tax Account Registration Specialist, *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 competencies: - **Detail-oriented:** Bring rigor and precision to your work, seeking to understand both the cause and effect of every tax profile update. - **Systems Thinking:** Recognize how people, processes, and timelines interact, using that understanding to optimize how registrations impact the larger tax supply chain. - **Solution-oriented:** Identify the source of a challenge and provide a better, more automated way of doing things. - **Consultative Communication****:** Build strong relationships by asking open-ended questions and actively listening to understand customer and internal stakeholder needs, allowing you to translate complex state requirements into simple, actionable, and tailored solutions. - **Grit & Integrity:** Dive in to get the job done well with a positive attitude and always match your words with your actions. - **Taking responsibility:** Accountable, being committed, and accepting ownership for one's decisions, actions, and behavior. - **Adaptability:** Adjust your approach or actions in response to changes in your external environment. - **Critical Thinking and Problem Solving:** Exercises critical thinking to analyze, assess, and solve problems; identifies patterns and underlying issues; connects concepts; understands risks and develops mitigation strategies; and takes ownership of outcomes. - **Curious:** the innate desire to learn, grow, understand and innovate. 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** - Minimum of 2+ years of experience in tax registration, filing, or reporting. - Strong technical proficiency in Excel or Google Sheets (VLOOKUP, data manipulation) and experience utilizing multiple software systems to drive execution. - Multi-state expertise: Experience managing tax accounts across multiple states for a large employer or PEO. - Expertise with government portals: Familiarity with online tools for registrations, Power of Attorney (POA), and TPA submissions. - Communication Skills: Proven ability to handle challenging situations with empathy and clarity. - Process-Driven: A track record of driving process improvements and thriving in a fast-paced, fluid environment. The base wage range for this position based in our New York City Office is targeted at $35.58 to $43.27 per hour. #LI-SD1 #LI-Hybrid 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](https://www.justworks.com/careers#total-reward-philosophy). # **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 [accommodations@justworks.com](mailto:accommodations@justworks.com). Your comfort and success matter to us, and we're here to ensure an inclusive experience. [Our DEIB Report](https://www.justworks.com/press/company-news/justworks-impact-report-2024)