Client Tax Associate I

Are you seeking to join a team where you can have the opportunity to thrive and grow? We have an exciting opportunity to help expand your knowledge, skills, and abilities

As a Client Tax Associate on the Tax Reporting team, you will support tax reporting and year-end reporting activities by participating in projects and process improvements. You will draft business requirements, develop test plans and test cases, prepare test data, execute scripts, perform reconciliations, and partner closely with Technology to resolve defects. You will also draft job aids for new or updated processes, monitor process controls and data integrity checks, and serve as a tax reporting subject matter expert (SME) to troubleshoot issues and raise data quality concerns for resolution

Job responsibilities

• Participate in project and process-improvement initiatives by drafting business requirements, developing test plans and test cases, preparing test data, executing scripts, and supporting implementation activities
• Monitor tax form production, including validation, reconciliation, and investigation of exceptions
• Perform year-end reporting activities, including resolving tax control report exceptions, supporting tax file preparation, tracking deliverables, and completing other assigned reporting-related projects
• Conduct issue analysis, document findings, and develop/coordinate solutions to remediate defects and process gaps
• Partner with Technology and cross-functional stakeholders to triage defects, support root-cause analysis, and drive timely resolution
• Implement and monitor process controls and data integrity checks; escalate data quality issues with clear documentation and recommended next steps
• Draft and maintain job aids and procedural documentation for new processes and updates to existing procedures
• Create and deliver daily, weekly, and monthly reporting and status updates using Excel, PowerPoint, and Tableau

Required qualifications, capabilities, and skills

• Minimum 3 years of experience in the consumer financial services industry
• Experience participating in process improvement and/or project initiatives, including drafting business requirements and writing test scripts
• Understanding testing methodology with the ability to proactively enforce testing requirements and documentation standards
• Proficiency with Microsoft Excel, Project, Access, and Word
• Strong analytical and problem-solving skills, including the ability to interpret data and assess impact on business operations
• Strong verbal and written communication skills
• Ability to manage multiple tasks simultaneously with strong attention to detail and follow-through

Preferred qualifications, capabilities, and skills

• Experience with Consumer Bank, Mortgage Servicing, Auto, Credit Card, or Business Banking operations
• Experience partnering with Technology to resolve defects; familiarity with JIRA and basic SQL/code concepts
• Experience with AI tools such as Alteryx, UiPath, or Tableau
• Developing experience using AI-powered analytics, workflow automation, or intelligent process tools to drive efficiency gains, reduce manual effort, or improve accuracy in operational processes

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 offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

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.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans