Client Tax Associate II - Tax Operations

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. You have found the right team.

As a Client Tax Associate II in the Tax Operations team, you will have the opportunity to thrive and grow by facilitating meetings with management or department subject matter experts to identify tax reporting gaps and opportunities for improvement. You will participate in multiple projects, assist in drafting business requirements, and work closely with IT partners to resolve defects. Your role will focus on delivering productivity and process improvements related to year-end reporting and monitoring tax form production.

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.
• Perform issue analysis and develop solutions to fix.
• Creating and delivering 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.
• 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 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.
  
  

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.

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