Client Tax Associate II

4 days ago

Manila, National Capital Region, Philippines JPMC Candidate Experience page Full time ₱900,000 - ₱1,200,000 per year

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. You have found the right team. 

As a Client Tax Associate II in the Tax Operations team, you will have the opportunity to thrive and grow by facilitating meetings with management or department subject matter experts to identify tax reporting gaps and opportunities for improvement. You will participate in multiple projects, assist in drafting business requirements, and work closely with IT partners to resolve defects. Your role will focus on delivering productivity and process improvements related to year-end reporting and monitoring tax form production.

Job responsibilities

  • Lead and execute enhancement initiatives in the form of business requirements, test plans, test cases, script execution, implementation, and readiness preparations.
  • Serve as primary point of contact on all testing/validation responsibilities across teams.
  • Provide clear/concise project updates in a weekly/monthly basis to business and management stakeholders.
  • Perform issue analysis and develop solutions to fix.
  • Creating and delivering daily, weekly, and monthly reporting using Excel, PowerPoint, and Tableau.
  • Monitor and complete departmental reporting to ensure service levels and quality standards are met. 
  • Develop a keen understanding of the unique business needs and lead efforts for continuous process improvement opportunities.

Required qualifications, capabilities, and skills

  • Three years of experience in the consumer financial services industry is required.
  • Experience leading/participating in process improvement/project initiatives including business requirements and script writing is required.
  • Understanding testing methodology and proactively enforcing testing requirements is required.
  • Proficient MS Excel, Project, Access and Word is required.
  • Strong analytical and problem-solving skills with the ability to interpret data and its impact on business operations is required.
  • Strong verbal and written communication skills is required.
  • Ability to track and execute multiple tasks simultaneously with strong attention to detail is required.

Preferred qualifications, capabilities, and skills

  • Experience with Consumer Bank, Mortgage Servicing, Auto, Credit Card, or Business Banking operations is preferred.
  • Experience with Customer Assist, OUI (Operational User Interface), NAWA (New Account Web Applications), MSP, qTest, Recovery One or Taxport applications preferred. 
  • Experience resolving defects with IT partners including SQL/Code understanding and JIRA preferred.
  • Experience with AI tools such as Alteryx, UiPath or Tableau preferred.

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