JP Morgan Chase - Team Leader - Client Tax Analyst - Wealth Management

Responsibilities:


- Performing reconciliation between the banking system & tax system for Preparation and review of tax returns/accounting with limited supervision.


- Liaising with OPS teams like Pricing & Coding team, Corporate Action team etc.


- Interpretation and applying of Corporate Events and fund related movements.


- Ensure global conformity with the IRS Regulations as it relates to client tax information reporting and withholding


- Assist the team with year-end tax withholding and reporting processes, understand controls, and participate in reviews to provide consistent and accurate tax reporting in accordance with regulatory requirements


- Meet service level standards for timeliness and accuracy.


- Analysis of transactional activity from tax implication perspective.


- Ability to learn new types of tax laws.


- Clear understanding of changes in tax laws and its implication to the return.


This role requires a wide variety of strengths and capabilities, including:


- BS/BA degree or equivalent experience


- Advanced degree or certification in tax or related discipline preferred


- Knowledge of IRS requirements preferred


- Interest in the nuances of tax regulations and their impact on internal processes and client interactions


- Strong communication and interpersonal skills; able to collaborate with and influence people at various levels


- Detail oriented and committed to consistent work quality


- Proactive and inquisitive


- Strong analytical and problem solving ability


- Advanced skills in Microsoft Excel, Access, and PowerPoint


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. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.

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