Client Tax Analyst

Are you seeking to join a team where you can have the opportunity to thrive and grow? You have found the right team.

As a Client Tax Analyst within the Year End 1099 Tax team, you will be part of a team that supports all tax-related functions including reporting, payments, reconcilement, compliance adherence and other support.

you will serve as a Subject Matter Expert (SME) for internal reporting teams.

You will be responsible for required reporting /filing.

You will also perform required analysis and reconciliations

Job responsibilities


* Review of department procedures on a quarterly basis


* Monitor and complete departmental reporting to ensure service levels and quality standards are met


* Perform ancillary year end reporting related activities including TIN maintenance, loan suppressions, inbound and outbound transfer validations and other projects as assigned


* Participate in enterprise projects from a SME perspective including requirements gathering, testing and project implementation


* Deliver productivity and process improvements related to year end reporting


* Facilitate deliverables with business areas and LOBs


* Monitor tax form production including form validation and reconciliation


* Provide oversight of year end reporting areas and mitigate reporting errors


* Create and deliver current state daily, weekly and monthly reporting using MS Access and MS Excel


* Assess impact of regulatory changes and develops/communicates required procedural changes to internal teams

Required qualifications, capabilities, and skills


* 3 years experience with Card, Auto, or Overdraft collections


* Proficient MS Word and MS Excel skills are required


* Experience with Enterprise iVault


* Participation in multiple projects required, either as a participant or team lead


* A high degree of analytical ability and problem solving skills


* Strong verbal and written communication skills with an ability to develop an effective communication management plan around projects


* Ability to track and execute multiple tasks simultaneously, work independently and accurately while meeting deadlines


* Ability to coordinate the activities of other areas for department deliverables accurately and on time


* Ability to effectively utilize technology to resolve issues and increase productivity


* Ability to research compliance issues and develop policies and procedures based on findings

Preferred qualifications, capabilities, and skills


* Previous leadership or lead experience


* Familiar with IRS and banking regulations and policies


* Experience with MS Project, Access, and Alteryx


* Experience with qTest testing application


* Preferred experience supporting more than once CCB Operations Function/Line of Business

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses ...