Client Tax Associate I

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 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
• Monitor tax form production including form validation and reconciliation
• 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

***Note to job seekers: This is a hybrid role which requires going into the office 3 days a week with 2 days flexibility to work from home. Keeping in mind this is subject to change at any time per JP Morgan guidelines.
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. 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.
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.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
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.