JPMorgan Chase Tax Sr. Specialist II - Mortgage Banking - Columbus, OH (Easton) in Columbus, Ohio

The Tax Sr. Specialist II is responsible for completing various duties: daily workflow routes, researching and responding to customer inquiries regarding year end reporting related issues, investigating the need for adjustments to tax forms, processing incoming mail/emails, and performing ancillary year end reporting related activities including: Taxpayer Identification Number maintenance, calculating amounts reportable on tax forms, loan suppressions on tax forms and tracking of suppressed accounts, and other projects as assigned.


  • Minimum 1 year of mortgage servicing experience.

  • Research experience is required.

  • Knowledge of year end processing and practices preferred.

  • Planning and decision making ability a must with strong attention to detail.

  • Excellent verbal, written and listening communication skills.

  • Strong knowledge of MSP is required.

  • Proficient MS Word and Excel skills are required.

  • A familiarity with IRS and banking regulations and policies is preferred.

  • Experience with MBWS application.

  • Experience with i-Vault application.

  • Effective time management, flexible and able to adapt to a changing and dynamic environment.

  • Strong analytical and problem solving skills with the ability to interpret data to complete customer inquiries.

  • Strong interpersonal skills to interact at all staffing levels, including senior management team.

Hours are Monday through Friday 8am - 5pm with some flexibility

JPMorgan Chase is an equal opportunity and affirmative action employer Disability/Veteran.