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Are you seeking to join a team where you can have the opportunity to thrive and grow? We have an exciting opportunity to help expand your knowledge, skills, and abilities. You have found the right team.
As a Client Tax Associate II within the Client Tax Operations Team, you will be primarily responsible for facilitating meetings with management or department subject matter experts to identify tax reporting gaps and opportunities for improvement. You will deliver productivity and process improvements related to year end reporting. Facilitate deliverables with business areas and LOBs. You will monitor tax form production including form validation and reconciliation.
Job responsibilities
Required qualifications, capabilities, and skills
Preferred qualifications, capabilities, and skills
About Us
JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We recognize that our people are our strength and the diverse talents and perspectives that they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs. (If you are a US or Canadian applicant with a disability and wish to request an accommodation to complete the application process, please contact us by calling the Accessibility Line (US and Canada Only) 1-866-777-4690 and indicate the specifics of the assistance needed.)
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans
About the Team
The Corporate & Investment Bank is a global leader across investment banking, wholesale payments, markets and securities services. The world's most important corporations, governments and institutions entrust us with their business in more than 100 countries. We provide strategic advice, raise capital, manage risk and extend liquidity in markets around the world.
Operations teams develop and manage innovative, secure service solutions to meet clients' needs globally. Developing and using the latest technology, teams work to deliver industry-leading capabilities to our clients and customers, making it easy and convenient to do business with the firm. Teams also drive growth by refining technology-driven customer and client experiences that put users first, providing an unparalleled experience.
Are you seeking to join a team where you can have the opportunity to thrive and grow? We have an exciting opportunity to help expand your knowledge, skills, and abilities. You have found the right team.
As a Client Tax Associate II within the Client Tax Operations Team, you will be primarily responsible for facilitating meetings with management or department subject matter experts to identify tax reporting gaps and opportunities for improvement. You will deliver productivity and process improvements related to year end reporting. Facilitate deliverables with business areas and LOBs. You will monitor tax form production including form validation and reconciliation.
Job responsibilities
- Lead and execute enhancement initiatives in the form of business requirements, test plans, test cases, script execution, implementation, and readiness preparations.
- Serve as primary point of contact on all testing/validation responsibilities across teams.
- Provide clear/concise project updates in a weekly/monthly basis to business and management stakeholders.
- Participation in multiple projects, either as a participant or test lead.
- Assist by drafting business requirements, test planning, preparing test data, execution of test cases and working closely with IT partners to resolve defects.
- Perform issue analysis and develop solutions to fix.
- Create and deliver daily, weekly, and monthly reporting using Excel, PowerPoint, and Tableau.
- Monitor and complete departmental reporting to ensure service levels and quality standards are met.
- Develop a keen understanding of the unique business needs and lead efforts for continuous process improvement opportunities.
Required qualifications, capabilities, and skills
- Three years of experience in the consumer financial services industry is required.
- Experience leading/participating in process improvement/project initiatives including business requirements and script writing is required.
- Understanding testing methodology and proactively enforcing testing requirements is required.
- Proficient MS Excel, Project, Access and Word is required.
- Robust analytical and problem-solving skills with the ability to interpret data and its impact on business operations is required.
- Exceptional verbal and written communication skills is required.
- Ability to track and execute multiple tasks simultaneously with strong attention to detail is required.
Preferred qualifications, capabilities, and skills
- Experience with Consumer Bank, Mortgage Servicing, Auto, Credit Card, or Business Banking operations is preferred.
- Experience with Customer Assist, OUI (Operational User Interface), NAWA (New Account Web Applications), MSP, qTest, Recovery One or Taxport applications preferred.
- Experience resolving defects with IT partners including SQL/Code understanding and JIRA preferred.
- Experience with AI tools such as Alteryx, UiPath or Tableau preferred.
- Experience performing business analysis in the banking and financial services domain.
- Experience with SQL script writing.
About Us
JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We recognize that our people are our strength and the diverse talents and perspectives that they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs. (If you are a US or Canadian applicant with a disability and wish to request an accommodation to complete the application process, please contact us by calling the Accessibility Line (US and Canada Only) 1-866-777-4690 and indicate the specifics of the assistance needed.)
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans
About the Team
The Corporate & Investment Bank is a global leader across investment banking, wholesale payments, markets and securities services. The world's most important corporations, governments and institutions entrust us with their business in more than 100 countries. We provide strategic advice, raise capital, manage risk and extend liquidity in markets around the world.
Operations teams develop and manage innovative, secure service solutions to meet clients' needs globally. Developing and using the latest technology, teams work to deliver industry-leading capabilities to our clients and customers, making it easy and convenient to do business with the firm. Teams also drive growth by refining technology-driven customer and client experiences that put users first, providing an unparalleled experience.
