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 Documentation (CTDO) team, you will be part of a team that processes United States (U.S.) Internal Revenue Service (IRS) tax forms and Organization for Economic Cooperation and Development (OECD) Common Reporting Standards self-certifications for the Corporate and Investment Bank (CIB), Commercial Bank (CB), and Consumer and Community Bank (CCB). You will create and manage client tax profiles and reference data, which are essential for account-level withholding tax and regulatory reporting. As part of a hybrid operational team, you will consistently deliver operational excellence by streamlining processes through intelligent automation and reorganization, and implementing strategic technology to enhance quality, speed, and client satisfaction. You will be involved in a global function with Tax Documentation teams located in Delaware, San Antonio, Bangalore, and Mumbai. You will work closely with Client On-Boarding, Middle Offices, Credit, Legal, and Tax Compliance teams to ensure accurate data capture within the JP Morgan infrastructure, providing a unique opportunity to contribute to a global function and collaborate with diverse teams to drive efficiency and accuracy in tax documentation processes.
Job responsibilities

• Design, develop, and implement automated solutions to improve data accuracy, consistency, and timeliness using AI solutions such as Alteryx, Tableau and UIPath workflows
• Create, improve, and maintain dashboards and reports using Tableau to monitor key performance indicators (KPIs) and operational metrics
• Analyze, review, and validate moderate to complex tax data forms (W9, W8-BEN, W8-BEN-E, W8-IMY, W8-EXP, W8-ECI, CRS & CRA)
• Analyze large datasets to identify trends, patterns and insights that can drive operational improvements and compliance
• Implement data quality controls and perform regular audits to maintain high standards of data quality
• Develop and keep current the readiness documentation to drive the Artificial Intelligence (AI) platform within CTDO. This includes overseeing requirements for CIB, CB and CCB
• Accurately analyze data for customer's tax profiles on various client systems including account level systems
• Learn and use multiple, complex databases and systems in a relatively short timeframe
• Verify that modifications in data are fed to various systems
• Perform User Acceptance Testing in systems as needed
• Make independent 'client-centric' and judgment decisions

Required qualifications, capabilities, and skills

• 3+ years of experience in the consumer financial services industry
• Skilled in automation tools such as Alteryx, UIPath and Tableau
• Self-starter with out-of-the box problem solving skills
• Exceptional time management skills, with the ability to multi-task and keep numerous projects on track
• Ability to meet deadlines in a high-pressure environment
• High-level of independent 'client-centric' and judgment decisions making skills
• Proficiency with MS Office applications (Word, Excel, Power Point)
• Excellent written, and verbal communication as well as organizational skills
• Excellent interpersonal skills to work with diverse personnel and stakeholders regionally and globally
• Ability to perform tasks under demanding targets and effectively manage changes in plans
• Attention to detail with the ability to work independently

Preferred qualifications, capabilities, and skills

• Knowledge of Investment Bank, Commercial Bank or Consumer & Community Bank businesses is preferred
• Knowledge of U.S. and non-U.S. Regulations (including Tax) a plus

***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.