Client Tax Associate II - Tax Operations

Location: Metro Manila, National Capital Region, Philippines

Job Family: Client Tax

About the Role

At JP Morgan Chase, we are a leading global financial services firm with a proud history of innovation and client focus. The Client Tax Associate II role within our Tax Operations team in Metro Manila plays a critical part in ensuring accurate and efficient tax reporting for our diverse client base, including corporations, institutions, and high-net-worth individuals. This position involves driving operational excellence by reporting key metrics to management, delivering quality audit insights to business partners, and spearheading process improvements that enhance our tax services. As part of the Client Tax category, you will contribute to JP Morgan Chase's commitment to regulatory compliance and risk management in the competitive financial services industry, supporting our mission to help clients achieve their financial goals while navigating complex tax landscapes. In this role, you will collaborate closely with tax professionals, compliance officers, and line of business teams across the Asia-Pacific region and globally. Responsibilities include analyzing tax data to identify inefficiencies, conducting thorough audits to maintain high standards of accuracy, and implementing streamlined processes that leverage technology and best practices. You will also prepare detailed reports that inform strategic decisions, ensuring our tax operations align with evolving regulations such as those from the IRS, SEC, and local Philippine authorities. This position demands a proactive approach to problem-solving, with opportunities to influence broader initiatives like digital transformation in tax reporting at JP Morgan Chase. We seek a detail-oriented professional passionate about the intersection of finance and taxation, with a solid foundation in accounting principles and experience in financial services. Joining JP Morgan Chase means becoming part of a supportive culture that values diversity, innovation, and professional growth. In Metro Manila's vibrant National Capital Region, you will have access to world-class resources and a collaborative environment that fosters career advancement within one of the world's most admired banks.

Key Responsibilities

• Prepare and deliver metrics reports on tax operations performance to senior management, highlighting key trends and variances
• Conduct quality audits on tax reporting processes and communicate results to line of business partners to ensure compliance and accuracy
• Identify opportunities for process improvements in tax reporting workflows, implementing enhancements to increase efficiency and reduce errors
• Collaborate with internal stakeholders, including tax advisors and compliance teams, to resolve complex client tax issues
• Monitor and ensure adherence to JP Morgan Chase's tax policies and regulatory requirements in a dynamic financial services landscape
• Analyze tax data to support client advisory services, providing insights that aid in risk mitigation and strategic decision-making
• Maintain accurate documentation of tax operations activities and contribute to the development of training materials for team members
• Support ad-hoc tax projects, such as system upgrades or regulatory changes impacting client tax reporting
• Liaise with external auditors and regulatory bodies to facilitate smooth tax examinations and filings

Required Qualifications

• Bachelor's degree in Accounting, Finance, Taxation, or a related field
• Minimum of 2-3 years of experience in tax operations, compliance, or financial reporting within the financial services industry
• Strong understanding of tax regulations, including US federal and state tax codes relevant to banking and investment services
• Proficiency in data analysis and reporting tools, with experience in metrics tracking and audit processes
• Excellent attention to detail and ability to handle confidential financial information
• Demonstrated ability to collaborate with cross-functional teams in a global financial environment

Preferred Qualifications

• Certified Public Accountant (CPA) or equivalent certification in taxation
• Experience working in a multinational bank like JP Morgan Chase, with exposure to client tax services
• Knowledge of tax software such as Vertex, Thomson Reuters, or similar platforms used in financial institutions
• Prior involvement in process improvement initiatives, such as Lean Six Sigma methodologies

Required Skills

• Tax compliance and reporting expertise
• Data analysis and visualization
• Process improvement and optimization
• Financial metrics tracking
• Audit and quality control
• Regulatory knowledge in banking
• Cross-functional collaboration
• Attention to detail
• Problem-solving and analytical thinking
• Communication and presentation skills
• Proficiency in Microsoft Excel and PowerPoint
• Experience with tax management software
• Time management in fast-paced environments
• Adaptability to changing regulations
• Team leadership and mentoring

Benefits

• Comprehensive health, dental, and vision insurance plans with employer contributions
• Retirement savings plan with company matching contributions up to 6% of eligible pay
• Paid time off including vacation, sick leave, and parental leave policies
• Professional development programs, including tuition reimbursement and access to internal training at JP Morgan Chase University
• Employee wellness programs with gym memberships, mental health support, and fitness challenges
• Stock purchase plan allowing employees to buy JP Morgan Chase shares at a discount
• Flexible work arrangements, including hybrid options for roles in Metro Manila
• Global mobility opportunities within JP Morgan Chase's international network

JP Morgan Chase is an equal opportunity employer.