Treasury Service Client Tax Associate II

4 weeks ago


Newark, United States JPMorgan Chase & Co. 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 Treasury Service Client Tax Associate II within the Client Tax Operations Utility Team, you will serve as the primary contact for tax inquiries, supporting the tax servicing needs of our clients across the Corporate & Investment Bank, Commercial Bank, and Consumer & Community Banking. You will collaborate with Product & Relationship Managers, Operations, Technology, Legal, and Corporate Tax to ensure regulatory compliance, enhance efficiency, and positively influence the client experience. You will also support a team managing significant client relationships across the firm, providing opportunities to innovate and enhance client experience while fulfilling regulatory obligations.

Job responsibilities

Provide Support and guidance on outstanding/expiring tax documentation, tax withholding, tax refunds, and tax regulatory reporting Take proactive responsibility for the resolution of clients’ enquiries within the published standards. Implement forward thinking to maintain response quality and completeness to prevent case reopening. Analyze root-cause of recurring issues through regular review of metrics and assist in developing programs for service enhancements arising from these figures. Continually review operational tax processes to identify areas for enhancement. Identify and escalate tax risks and participate in resolution. Assist in client tax account reviews and ad-hoc projects across the wider Tax Operations team.

Required qualifications, capabilities, and skills

Familiarity with . Tax documents (W8/W9 forms) and . withholding requirements (FATCA/BUW) Minimum of 3 years of professional experience Proficient in Microsoft products, including Microsoft excel Inclusive leadership skills with the ability to collaborate across teams in a client impacting function Effective client service and communication skills with attention to detail and advanced organizational skills Ability to develop innovative and creative solutions to complex issues  Advanced reconciliation and analysis skills

Preferred qualifications, capabilities, and skills

Familiarity with 1099 and 1042 reporting statements Experience using data analytics tools Understanding of the Banking Industry
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