Tax Account Registration Specialist

Required

• 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.