JPMorgan Client Tax Associate 

United States, Florida, Tampa 

244054985

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