Job Description
Build your career in Client Tax while working in the world's most innovative bank which values creativity and excellence.
As a Client Tax Documentation Operations Analyst within our dedicated team, you will be tasked with the verification, review, and validation of IRS Forms, Tax documents, and IDs. Your role will include certifying accounts subject to Federal Income tax withholding and validating various regulatory documents submitted by our customers. You will ensure timely completion of all customer requests by strictly adhering to our established procedures and guidelines. Your responsibilities will also encompass performing due diligence of all required processing steps and checking parameters defined in our process. Furthermore, you will be in charge of accurately processing requests for customer's tax profiles on various client systems.
Job responsibilities
- Modify customer information based on daily maintenance requests, such as updating addresses and tax identification numbers, and verify that these corrections and modifications are accurately fed into various systems.
- Assist with the creation of training documents and the training of staff on new and revised processes.
- Implement a control function platform, maintain procedure documents, and help drive a control-centric environment.
- Liaise with cross-line of business partners to achieve business result-driven improvements and system enhancements, with an emphasis on strategic end-state and controls.
- Demonstrate strong client focus and relationship-building skills across lines of business, acting as an escalation point for team and some cross-department issues.
- Manage a small staff by assessing work allocation and areas of capacity to identify bottlenecks, improve process efficiencies, and work towards process improvement activities.
- Make decisions regarding the handling of various scenarios critical to the business, ensuring the accuracy and timely completion of the Tax Certification process within the stipulated window.
- Comply with set guidelines, procedures, rules, and regulations, and work as a team to achieve SLA's for the process and individual targets.
Required qualifications, capabilities and skills
- Bachelor's or Master's degree with overall experience of minimum 6 years or relevant experience of 2 or more years
- Proficiency with MS Office applications (Word, Excel, Power Point)
- Strong knowledge of bank control policies and standards
- People management skills with proven ability to develop, manage, coach and motivate the team.
- Attention to detail and ability to work independently as well as collaborate, partner and work in a team environment
- Excellent relationship building and stakeholder management skills
- Strong analytical, data management and problem solving skills
Preferred qualifications, capabilities and skills
- Understanding of US Tax forms - W8 and W9, US and non-US Regulations (including Tax) preferred
- Understanding of Investment Bank businesses preferred
About Us
JPMorganChase, 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
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.
