Client Tax Analyst

Client Tax Analyst

Are you seeking to join a team where you can have the opportunity to thrive and grow? You have found the right team.

As a Client Tax Analyst within the Year End 1099 Tax team, you will be part of a team that supports all tax-related functions including reporting, payments, reconcilement, compliance adherence and other support. You will serve as a Subject Matter Expert (SME) for internal reporting teams. You will be responsible for required reporting/filing. You will also perform required analysis and reconciliations.

Job responsibilities

• Review of department procedures on a quarterly basis
• Monitor and complete departmental reporting to ensure service levels and quality standards are met
• Perform ancillary year end reporting related activities including TIN maintenance, loan suppressions, inbound and outbound transfer validations and other projects as assigned
• Participate in enterprise projects from a SME perspective including requirements gathering, testing and project implementation
• Deliver productivity and process improvements related to year end reporting
• Facilitate deliverables with business areas and LOBs
• Monitor tax form production including form validation and reconciliation
• Provide oversight of year end reporting areas and mitigate reporting errors
• Create and deliver current state daily, weekly and monthly reporting using MS Access and MS Excel
• Assess impact of regulatory changes and develops/communicates required procedural changes to internal teams

Required qualifications, capabilities, and skills

• 3 years experience with Card, Auto, or Overdraft collections
• Proficient MS Word and MS Excel skills are required
• Experience with Enterprise iVault
• Participation in multiple projects required, either as a participant or team lead
• A high degree of analytical ability and problem solving skills
• Strong verbal and written communication skills with an ability to develop an effective communication management plan around projects
• Ability to track and execute multiple tasks simultaneously, work independently and accurately while meeting deadlines
• Ability to coordinate the activities of other areas for department deliverables accurately and on time
• Ability to effectively utilize technology to resolve issues and increase productivity
• Ability to research compliance issues and develop policies and procedures based on findings

Preferred qualifications, capabilities, and skills

• Previous leadership or lead experience
• Familiar with IRS and banking regulations and policies
• Experience with MS Project, Access, and Alteryx
• Experience with qTest testing application
• Preferred experience supporting more than once CCB Operations Function/Line of Business

About Us

JPMorgan Chase, 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.