Client Tax Analyst

You are a strategic thinker passionate about driving solutions. You have found the right team.

As a Client Tax Analyst in the Tax Cost team, you will be responsible for 1099 and 1042s updates related to position / lot level acquisition cost, acquisition date and tax code for securities held in client accounts. You will support specific lot allocation to transfers and trades and ensure accurate gain/loss reporting in the 1099s. You will also maintain tax data integrity for all Private Bank clients related to W8 / W9 inputs / updates. This role provides an opportunity to apply your strong knowledge on US Tax and Financial securities, and to contribute to process improvement initiatives. You will also have the chance to demonstrate your leadership skills and build effective business relationships with cross functional/geographical teams. 

Job responsibilities:

• Possess strong knowledge on US Tax and Financial securities (1099 / W8, W9 / 1042S)
• Ensure accurate and timely completion of operational procedures.
• Understand, follow and demonstrate compliance with all Risk and Control regulations.
• Identify, evaluate and deliver process improvement initiatives.
• Ensure that documentation is maintained up to date.
• Monitoring and chasing queries to ensure timely completion based on deadlines/urgency/escalations.
• Taking process trainings for new joiners.

Required qualifications, capabilities and skills:

• Knowledge of financial instruments, corporate actions/trade life cycle, security transfers
• Manage operations with minimal or no supervision.
• Strong analytical skills with high accuracy and attention to details.
• Excellent communication skills, both verbal and written.
• Strong Client Focus: adhering to response time to client and maintaining high client satisfaction.
• Demonstrated leadership skills: collaborate with and lead others by influence, to achieve objectives, with an aptitude for decision making and problem solving.
• Assertiveness: willingness and ability to challenge the status quo and express opinions, 
• Strong team player.
• Strong interpersonal skills: can build effective business relationships with cross functional/geographical teams and coordinate with teams to action items.
• Adaptability: effectively organize and prioritize work to meet stringent deadlines.

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. 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.