Client Tax Analyst

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
• Research compliance issues and develop policies and procedures based on findings

About The Team

J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.