Join our team as a Client Tax Analyst. If you're detail-oriented and self-motivated professional with passion for shared service operations and regulatory compliance, this role is for you.
As a Client Tax Analyst within JPMorgan Chase & Co.'s Corporate and Investment, Private Bank, and Commercial Bank clients, you will play a pivotal role in maintaining the bank's adherence to U.S Tax regulations. Your responsibilities will include optimizing withholding strategies and ensuring accurate tax withholding & reporting of client's year-end tax statements. These statements will be remitted and submitted to the U.S Internal Revenue Service and to the bank clients, respectively. This role provides an exciting opportunity to work with a dynamic team, utilize state-of-the-art artificial intelligence tools, and make a significant contribution to JPMorgan Chase & Co.'s success.
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Job responsibilities
- Perform in-depth audits of cost basis transactions to ensure accuracy and compliance with regulatory requirements.
- Conduct reconciliations of clients' transactions to identify discrepancies and resolve them efficiently.
- Understand US Tax Reporting & Withholding. Knowledge of US Tax Reporting specifically 1099 ; 1099-B ; 1042S is a plus.
- Clean and preprocess data to eliminate errors. Inconsistencies and inaccuracies. Process and manipulate data to make it usable and relevant for analysis and reporting.
- Maintain documentation of audit findings, procedures, and recommendations for improvement.
- Identify Opportunities for process automation and work on streamlining and improving existing processes for efficiency and accuracy.
Required qualifications, capabilities, and skills
- Bachelor's degree in Finance, Accounting, Business Administration, or related field
- Minimum of 3 years of experience in global shared service industry
- Proficiency in data analysis, data reconciliation and process automation
- Advanced actual experience in MS Excel is a must.
- Strong analytical and problem-solving skills with ability to identify discrepancies and execute solutions
- Excellent communication and teamwork skills to collaborate with colleagues
- Attention to detail, accuracy, and a commitment to maintaining high standard of excellence
- Self-motivated and driven to explore innovative solutions and drive process improvements.
Preferred qualifications, capabilities, and skills
- Experience with artificial intelligence tool i.e. Alteryx, XCeptor, Tableau is an advantage
- Understanding of US tax reporting with hands on experience is an advantage
ABOUT US
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. 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.
ABOUT THE TEAM
The Corporate & Investment Bank is a global leader across investment banking, wholesale payments, markets and securities services. The world's most important corporations, governments and institutions entrust us with their business in more than 100 countries. We provide strategic advice, raise capital, manage risk and extend liquidity in markets around the world.
Operations teams develop and manage innovative, secure service solutions to meet clients' needs globally. Developing and using the latest technology, teams work to deliver industry-leading capabilities to our clients and customers, making it easy and convenient to do business with the firm. Teams also drive growth by refining technology-driven customer and client experiences that put users first, providing an unparalleled experience.