Job Information
JPMorgan Chase Treasury Service Client Tax Associate II in Newark, Delaware
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 Treasury Service Client Tax Associate II within the Client Tax Operations Utility Team, you will serve as the primary contact for tax inquiries, supporting the tax servicing needs of our clients across the Corporate & Investment Bank, Commercial Bank, and Consumer & Community Banking. You will collaborate with Product & Relationship Managers, Operations, Technology, Legal, and Corporate Tax to ensure regulatory compliance, enhance efficiency, and positively influence the client experience. You will also support a team managing significant client relationships across the firm, providing opportunities to innovate and enhance client experience while fulfilling 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 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.
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 is an Equal Opportunity Employer, including Disability/Veterans