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