Client Tax Associate I (Manager level)

JOB DESCRIPTION

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.

The person holding this position will be primarily responsible for the quality and tracking of tax reporting files including correction cases and manual reporting. The responsibilities will include determining tax impacts cases, establishing quality procedures, completing data accuracy checks and reporting the results to management and the stakeholders. They will also be responsible for implementing process improvements by meeting with line of business partners to improve tax reporting.

As a Client Tax Associate I in our Quality Assurance team, you will be primarily responsible for ensuring the quality and accuracy of tax reporting files, including correction cases and manual reporting. You will have the opportunity to determine tax impacts, establish quality procedures, complete data accuracy checks, and report results to management and stakeholders. You will also collaborate with business partners to promote process improvements for tax reporting. This role provides an exciting opportunity to expand your knowledge, skills, and abilities in a dynamic environment.

Job responsibilities

• Participate in remediation meetings to determine if correction strategy contains a tax impact and if so identify the impact,
• Maintain focus on case correction strategies and monitor for change,
• Assist in drafting and approve remediation letters and customer service memos that contain tax language, consult on any other LOB customer letters that contain tax language as requested.
• Build and maintain job aides and audit question setup
• Maintain detailed tracking of all ongoing cases with a tax impact and those pending tax impact determination.
• Creating and delivering daily, weekly, and monthly reporting using Excel, PowerPoint, and Tableau.
• Deliver productivity and process improvements related to year end reporting.
• Monitor tax form production including form validation and reconciliation.
• Perform QA check on created tax form

Required qualifications, capabilities, and skills

• Three years of experience in the consumer financial services industry is required.
• Experience participating in process improvement/project initiatives including business requirements and script writing is required.
• Planning and decision-making ability a must with strong attention to detail is required.
• Proficient MS Excel, Project, Access and Word is required.
• Strong analytical and problem-solving skills with the ability to interpret data and its impact on business operations is required.
• Strong verbal and written communication skills is required.
• Ability to track and execute multiple tasks simultaneously 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, Recovery One or Taxport applications preferred.
• Ability to effectively utilize technology to resolve issues and increase productivity is preferred.
• Experience with AI tools such as Alteryx, UiPath or Tableau preferred.

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 recognize that our people are our strength and the diverse talents 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. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

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.