Justworks
Senior Payroll Tax Amendment Specialist
Join to apply for the
Senior Payroll Tax Amendment Specialist
role at
Justworks .
Who We Are At Justworks, you’ll enjoy a welcoming and casual environment, great benefits, a wellness program, 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.
Who You Are You are a highly skilled tax professional who executes and validates complex state tax amendments to drive operational excellence. You dependably execute complex and routine tasks to ensure client compliance and filing accuracy across all jurisdictions. This role involves cross‑functional collaboration to resolve complicated data issues and includes direct communication with federal, state, and local tax authorities to research and resolve amended tax return issues. You serve as the team’s subject‑matter expert on process execution and complex reconciliation, helping to ensure the integrity of the entire amendment workflow.
Your Success Profile As the Senior Payroll Tax Amendment Specialist, you will be a subject‑matter expert in the daily operations and execution of tax amendments, driving operational excellence. You will dependably execute both routine and less typical tasks to ensure client compliance. This role involves cross‑functional collaboration to resolve customer issues and communication with federal, state, and local jurisdictions, all while providing guidance and support to your team.
Data Validation and Reconciliation
Execute in‑depth tax amendments and review adjustments to justify amendment filings and validate data sources. Focus on key variances, such as dollar value discrepancies or missing employees, between original and amended returns.
Perform robust reconciliation for amended quarters, ensuring new workbooks clearly tie out to original filings and include complete employee‑level reconciliation tabs.
Reconcile original tax filings, payments, and amendment reports within the tax management software against actual state submissions, ensuring accuracy and addressing historical discrepancies.
Accurately complete standardized templates within workbooks for capturing all necessary amendment‑related information.
Collaborate closely with accounting, legal, and compliance teams to ensure all amendment filings adhere to regulatory requirements and internal policies.
Implement and maintain robust data validation checks to identify and correct discrepancies proactively, minimizing the need for future amendments.
Develop and refine reconciliation processes to ensure seamless integration of data across various systems and accurate reporting.
Regularly audit data sources and reconciliation workbooks to guarantee data integrity and compliance with evolving tax regulations.
Process Execution and Triage
Create and file amended returns as needed using the payroll tax software across all federal, state & local jurisdictions as needed, including W2C’s and amended 1099’s (NEC and MISC).
Execute the amendment filing lifecycle from end‑to‑end, including rigorous workbook review, tax management software posting, and final filing preparation and submission.
Develop and utilize a common error cheat sheet to efficiently triage and resolve the high volume of reconciliation issues and error logs from tax management and payroll software.
Manually retrieve and merge legacy multi‑file exports from payroll systems to reconstruct historical files, which are vital for tie‑outs and audit trails.
Research, resolve, and follow up on amended tax return issues with taxing jurisdictions and internal teams.
Apply embedded formulas to automatically calculate tax implications, penalties, or other financial adjustments, and to validate data entries against predefined rules.
Documentation and Compliance
Adhere to and maintain Tax Amendment Standard Operating Procedures (SOPs), including Service Level Agreements (SLAs) for work completion.
Assist the Team Lead in capturing and documenting unrecorded core logic, error handling, and reconciliation processes observed during the amendment workflow.
Ensure all workbook sections, including the dedicated tax amendment log, are accurately maintained and auditable.
Adhere to new internal policies for handling critical compliance issues.
Maintain an internal resource center for payroll tax policies and procedures by contributing documentation and best practices.
How You Will Do Your Work
Detail‑oriented: bring rigor and precision to your work. Thorough, organized, and proactive in identifying root causes and downstream impact.
Adaptability: flexible in the face of shifting priorities or ambiguity, recalibrating workflows and supporting your team through change.
Good judgment: solution‑oriented, approach challenges with curiosity, assess risks, weigh trade‑offs, and take ownership for outcomes.
Clear communication: communicate with clarity and purpose, whether in writing, pod/team meetings, or 1:1s.
Systems thinking: see the big picture, recognize how people, processes, and timelines interact, and use that understanding to optimize your pod's functioning.
Qualifications
Minimum of 2+ years in a payroll tax environment.
Advanced proficiency in Excel and/or Google Sheets, utilizing VLOOKUP and other data manipulation functions.
Strong written and verbal communication skills, with the ability to translate complex processes clearly.
Process‑driven and highly organized, with the ability to adapt in a fast‑paced environment.
Technologically savvy; experience with multiple systems and software programs to manage work and drive execution.
Experience executing on multi‑state tax accounts and tax amendments across multiple employers or a single large employer.
Demonstrating expertise with quarterly and year‑end filing cycles is a plus.
Tax compliance, licensing, auditing experience and familiarity with multi‑state tax portals, a plus.
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.
United States $120,000.00–$150,000.00
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 the author’s 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. Your comfort and success matter to us, and we’re here to ensure an inclusive experience.
Our DEIB Report
Seniority Level
Mid‑Senior level
Employment Type
Full‑time
Job Function
Human Resources
Industries
Human Resources Services
#J-18808-Ljbffr
Senior Payroll Tax Amendment Specialist
role at
Justworks .
Who We Are At Justworks, you’ll enjoy a welcoming and casual environment, great benefits, a wellness program, 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.
Who You Are You are a highly skilled tax professional who executes and validates complex state tax amendments to drive operational excellence. You dependably execute complex and routine tasks to ensure client compliance and filing accuracy across all jurisdictions. This role involves cross‑functional collaboration to resolve complicated data issues and includes direct communication with federal, state, and local tax authorities to research and resolve amended tax return issues. You serve as the team’s subject‑matter expert on process execution and complex reconciliation, helping to ensure the integrity of the entire amendment workflow.
Your Success Profile As the Senior Payroll Tax Amendment Specialist, you will be a subject‑matter expert in the daily operations and execution of tax amendments, driving operational excellence. You will dependably execute both routine and less typical tasks to ensure client compliance. This role involves cross‑functional collaboration to resolve customer issues and communication with federal, state, and local jurisdictions, all while providing guidance and support to your team.
Data Validation and Reconciliation
Execute in‑depth tax amendments and review adjustments to justify amendment filings and validate data sources. Focus on key variances, such as dollar value discrepancies or missing employees, between original and amended returns.
Perform robust reconciliation for amended quarters, ensuring new workbooks clearly tie out to original filings and include complete employee‑level reconciliation tabs.
Reconcile original tax filings, payments, and amendment reports within the tax management software against actual state submissions, ensuring accuracy and addressing historical discrepancies.
Accurately complete standardized templates within workbooks for capturing all necessary amendment‑related information.
Collaborate closely with accounting, legal, and compliance teams to ensure all amendment filings adhere to regulatory requirements and internal policies.
Implement and maintain robust data validation checks to identify and correct discrepancies proactively, minimizing the need for future amendments.
Develop and refine reconciliation processes to ensure seamless integration of data across various systems and accurate reporting.
Regularly audit data sources and reconciliation workbooks to guarantee data integrity and compliance with evolving tax regulations.
Process Execution and Triage
Create and file amended returns as needed using the payroll tax software across all federal, state & local jurisdictions as needed, including W2C’s and amended 1099’s (NEC and MISC).
Execute the amendment filing lifecycle from end‑to‑end, including rigorous workbook review, tax management software posting, and final filing preparation and submission.
Develop and utilize a common error cheat sheet to efficiently triage and resolve the high volume of reconciliation issues and error logs from tax management and payroll software.
Manually retrieve and merge legacy multi‑file exports from payroll systems to reconstruct historical files, which are vital for tie‑outs and audit trails.
Research, resolve, and follow up on amended tax return issues with taxing jurisdictions and internal teams.
Apply embedded formulas to automatically calculate tax implications, penalties, or other financial adjustments, and to validate data entries against predefined rules.
Documentation and Compliance
Adhere to and maintain Tax Amendment Standard Operating Procedures (SOPs), including Service Level Agreements (SLAs) for work completion.
Assist the Team Lead in capturing and documenting unrecorded core logic, error handling, and reconciliation processes observed during the amendment workflow.
Ensure all workbook sections, including the dedicated tax amendment log, are accurately maintained and auditable.
Adhere to new internal policies for handling critical compliance issues.
Maintain an internal resource center for payroll tax policies and procedures by contributing documentation and best practices.
How You Will Do Your Work
Detail‑oriented: bring rigor and precision to your work. Thorough, organized, and proactive in identifying root causes and downstream impact.
Adaptability: flexible in the face of shifting priorities or ambiguity, recalibrating workflows and supporting your team through change.
Good judgment: solution‑oriented, approach challenges with curiosity, assess risks, weigh trade‑offs, and take ownership for outcomes.
Clear communication: communicate with clarity and purpose, whether in writing, pod/team meetings, or 1:1s.
Systems thinking: see the big picture, recognize how people, processes, and timelines interact, and use that understanding to optimize your pod's functioning.
Qualifications
Minimum of 2+ years in a payroll tax environment.
Advanced proficiency in Excel and/or Google Sheets, utilizing VLOOKUP and other data manipulation functions.
Strong written and verbal communication skills, with the ability to translate complex processes clearly.
Process‑driven and highly organized, with the ability to adapt in a fast‑paced environment.
Technologically savvy; experience with multiple systems and software programs to manage work and drive execution.
Experience executing on multi‑state tax accounts and tax amendments across multiple employers or a single large employer.
Demonstrating expertise with quarterly and year‑end filing cycles is a plus.
Tax compliance, licensing, auditing experience and familiarity with multi‑state tax portals, a plus.
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.
United States $120,000.00–$150,000.00
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 the author’s 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. Your comfort and success matter to us, and we’re here to ensure an inclusive experience.
Our DEIB Report
Seniority Level
Mid‑Senior level
Employment Type
Full‑time
Job Function
Human Resources
Industries
Human Resources Services
#J-18808-Ljbffr