Client Tax Associate II

2 days ago

Manila, National Capital Region, Philippines JPMorgan Chase Full time

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.

  • Client Tax Associate II

    1 week ago

    Manila, National Capital Region, Philippines JPMorganChase Full time ₱1,200,000 - ₱2,400,000 per year

    DescriptionAre 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...

  • Tax Specialist II

    1 week ago

    Manila, National Capital Region, Philippines DEPARTMENT OF FINANCE Full time ₱30,000 - ₱60,000 per year

    Tax Specialist II in NCR For full job description please see PDF file on Civil Service Commission site by clicking on this job ad. To apply, please kindly follow the procedure described in the PDF file.

  • Client Tax Manager I – US Tax

    1 week ago

    Manila, National Capital Region, Philippines JPMorganChase Full time $50,000 - $70,000 per year

    DescriptionJoin our Global Wealth Management team and play a crucial role in ensuring compliance with IRS tax certification requirements. Unlock your potential by collaborating with key stakeholders and contributing to tax-related project deliverables.As a Tax Form Validation Associate in the Global Wealth Management team, you will ensure global conformity...

  • US Tax Supervisor/Manager

    6 days ago

    Manila, National Capital Region, Philippines Unified Accounting & Tax, LLP Full time ₱1,500,000 - ₱3,000,000 per year

    Permanent Work From Home setup Full-Time With PTO, Birthday Leave Choice of HMO and Insurance or both Annual Merit Increase Semi-annual Performance Bonus Employee Ownership ProgramJob DescriptionDuties include but are not limited to:• Responsible for the various tax compliance and planning activities for the various tax clients it will be assigned to•...

  • Tax Associate

    1 week ago

    Manila, National Capital Region, Philippines MicroSourcing Full time ₱37,500 - ₱75,000 per year

    Discover your 100% YOU with MicroSourcingPosition:Tax AssociateLocation:Global One, Eastwood, Libis, Quezon CityWork setup & shift:Hybrid | Day shiftWhy join MicroSourcing?You'll have:Competitive Rewards: Enjoy above-market compensation, healthcare coverage on day one, plus one or more dependents, paid time-off with cash conversion, group life insurance, and...

  • Associate II

    2 days ago

    Manila, National Capital Region, Philippines JPMorganChase Full time

    DescriptionThe Swap Middle Office team provides operational support for both Equities and Fixed Income swap activity, working with the business, technology and external clients to provide a positive experience. As an Associate II within Swap Middle Office, you will join an external client facing team who are primarily responsible for providing superior...

  • Associate II

    9 minutes ago

    Manila, National Capital Region, Philippines JPMorgan Chase Full time

    The Swap Middle Office team provides operational support for both Equities and Fixed Income swap activity, working with the business, technology and external clients to provide a positive experience. As an Associate II within Swap Middle Office, you will join an external client facing team who are primarily responsible for providing superior client service...

  • Tax Associate

    1 week ago

    Manila, National Capital Region, Philippines Bares Business Solutions Full time ₱30,000 - ₱60,000 per year

    Assist clients in preparing accurate and timely tax returns, ensuring compliance with local tax laws.Generate financial statements for clients in various industries.Facilitate the setup of startup companies, advising on tax implications and structuring.Utilize accounting software such as QuickBooks, Xero, and JuantaxConduct thorough reviews of tax compliance...

  • Accounting and Tax Associate

    1 week ago

    Manila, National Capital Region, Philippines TMF Group Full time ₱250,000 - ₱500,000 per year

    General InformationJob ID32618LocationManila, PhilippinesWork TypesFull TimeCategoriesClient AccountingWe never ask for payment as part of our selection process, and we always contact candidates via our corporate accounts and platforms. If you are approached for payment, this is likely to be fraudulent. Please check to see whether the role you are interested...

  • Client Service Associate II

    1 week ago

    Manila, National Capital Region, Philippines JPMorganChase Full time ₱7,500,000 - ₱15,000,000 per year

    DescriptionMake your mark as a Client Service Manager in the APAC region, where you will shape the future of client support and service delivery. Join our team to unlock your leadership potential, drive performance, and foster collaboration across global business partners. Be at the heart of a dynamic environment, ensuring high-quality service and...