Client Tax Associate I

2 weeks ago

Tampa, United States JPMorganChase Full time

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 I within the Client Tax Operations team, you are primarily responsible to participate in multiple projects by drafting business requirements, test planning, preparing test data, execution of test cases, perform reconciliation, and work closely with IT partners to resolve defects. You will draft job aids for any new processes or updates to existing procedures. You will implement process improvements, monitor process controls, and data integrity checks. You will also serve as a tax reporting subject matter expert to troubleshoot issues, partner with tax group on projects, process improvements, and raise data quality issues for resolution.

Job responsibilities
  • Attend and participate in project and process improvement meetings in the form of drafting business requirements, test plans, test cases, script execution, and project implementation
  • Monitor tax form production including form validation and reconciliation
  • Perform year-end reporting related activities, including resolve tax control report exceptions, tax file preparation, tracking and other projects as assigned
  • Deliver productivity and process improvements related to year-end reporting
  • Perform issue analysis and develop solutions to resolve them
  • Create and deliver daily, weekly, and monthly reporting using Excel, PowerPoint, and Tableau
Required qualifications, capabilities, and skills
  • 3+ years of experience in the consumer financial services industry
  • Experience participating in process improvement and project initiatives including business requirements and script writing
  • Understanding of testing methodology and proactively enforcing testing requirements
  • Proficient in MS Excel, Project, Access, and Word
  • High level of analytical and problem-solving skills, with the ability to interpret data and its impact on business operations
  • Exceptional verbal and written communication skills
  • Ability to track and execute multiple tasks simultaneously with meticulous attention to detail
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
  • Experience resolving defects with IT partners including SQL/Code understanding and JIRA
  • Experience with AI tools such as Alteryx, UiPath, or Tableau

This position is not eligible for H1B or Sponsorship

ABOUT US
JPMorganChase, 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 offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility.

ABOUT THE TEAM

J.P. Morgan’s Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.

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