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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 in the Tax and Home Lending Reporting team, you will be a trusted partner to several Consumer Bank lines of business to ensure accurate and complete year-end reporting as well as compliance with IRS and regulatory standards while meeting quality and productivity targets in a timely manner. You will be responsible for implementing and monitoring process controls, data integrity checks and managing departmental goals and objectives. You will assist the department manager to identify process gaps related to year-end reporting, Social Security Numbers/ Taxpayer Identification Numbers (SSN/TIN) certification, backup withholding and legal and tax compliance issues and install related controls. You will serve as the point of contact to other business areas during the year end project ensuring all deliverables, testing, and reporting are done on time and correctly. You will also assist management track deliverables assigned to the Year End Analysts and Subject Matter Experts (SMEs) ensuring timely and accurate completion.Job responsibilities
Serve as the SME to internal reporting teams to deliver productivity and process improvements related to year end reporting
Assess the impact of regulatory changes and communicate required procedural changes to internal teams
Complete IRS reporting and filing activities
Perform required reconciliation of production activity
Perform quarterly reviews of department procedures
Complete customer complaints, data exceptions and widget functions to ensure service levels, productivity and quality standards are met
Delivery of automation solutions to increase accuracy, efficiency, and productivity via Alteryx, Xceptor, Tableau, UIPath and other tools as appropriate
Required qualifications, capabilities, and skills
Three years' experience in Financial Services
A high degree of analytical ability and problem-solving skills
Excellent verbal and written communication skills with an ability to develop an effective communication management plan around projects
Ability to track and deliver multiple tasks simultaneously
Ability to work independently and accurately while meeting deadlines
Ability to coordinate the activities of other areas for department deliverables accurately and on time
Ability to research compliance issues and develop policies and procedures based on findings
Preferred qualifications, capabilities, and skills
Previous experience working in MSP, VLS and Recovery One servicing systems is preferred
Experience with SQL language is preferred
Experience with Alteryx, Xceptor, Tableau, UIPath automation solutions
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 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.The health and safety of our colleagues, candidates, clients and communities has been a top priority in light of the COVID-19 pandemic. JPMorgan Chase was awarded the "WELL Health-Safety Rating" for all of our 6,200 locations globally based on our operational policies, maintenance protocols, stakeholder engagement and emergency plans to address a post-COVID-19 environment.As a part of our commitment to health and safety, we have implemented various COVID-related health and safety requirements for our workforce. Employees are expected to follow the Firm's current COVID-19 or other infectious disease health and safety requirements, including local requirements. Requirements include sharing information including your vaccine card in the firm's vaccine record tool, and may include mask wearing. Requirements may change in the future with the evolving public health landscape. JPMorgan Chase will consider accommodation requests as required by applicable law.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, discretionary incentive compensation which may be 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.Equal Opportunity Employer/Disability/Veterans
Full-time