Client Tax Associate II

at JPMorgan Chase in Newark, Delaware, United States

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 the Treasury Service Client Tax Associate II, within the Client Tax Operations Utility Team you will be part of a team that will be the point of contact for tax enquiries to support our clients’ tax servicing needs across the Corporate & Investment Bank, Commercial Bank, and Consumer & Community Banking. You will partner with Product & Relationship Managers, Operations, Technology, Legal and Corporate Tax to meet regulations, maximize efficiency and to positively impact the client. You will support a team with sizeable client relationships across the firm and provide the opportunity to innovate and improve client experience while meeting 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 U.S. Tax documents (W8/W9 forms) and U.S. 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

JPMorgan Chase & Co., 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 and perspectives that 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. In accordance with applicable law, we make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as any mental health or physical disability needs. (If you are a US or Canadian applicant with a disability and wish to request an accommodation to complete the application process, please contact us by calling the Accessibility Line (US and Canada Only) 1-866-777-4690 and indicate the specifics of the assistance needed.)

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and 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.

JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans

Copy Link

Job Posting: JC247603854

Posted On: Sep 10, 2023

Updated On: Feb 01, 2024

Please Wait ...