Client Tax Associate

Manila - Philippines

Monthly Salary: Not Disclosed

Posted on: 10 hours ago

Vacancies: 1 Vacancy

Department:

Operations

Job Summary

Description

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.

The person holding this position will be primarilyresponsible to participate in multiple projects by drafting business requirements test planning preparing test data execution of test cases perform reconciliation and working closely with IT partners to resolve job aids for any new processes or updates to existing procedures. Implement process improvementsmonitor process controls and data integrity role will also serve as a tax reporting subject matter expert to troubleshoot issues partner with tax group on projects process improvements and raise data quality issues for resolution.

Job responsibilities

Attend/Participate in project/process improvement meetings in the form of drafting business requirements test plans test cases script execution and project implementation.
Monitor tax form production including form validation and reconciliation.
Perform year end reporting related activities including resolve tax control report exceptions tax file preparation tracking and other projects as assigned.
Deliver productivity and process improvements related to year end reporting.
Monitor tax form production including form validation and reconciliation.
Perform issue analysis and develop solutions to fix.
Creating and delivering daily weekly and monthly reporting using Excel PowerPoint and Tableau.

Required qualifications capabilities and skills

Three years of experience in the consumer financial services industry is required.
Experience 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 MBWS 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.

Required Experience:

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.The person holding this position will be primarilyresponsible to participate in multiple p...

Description

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.

Job responsibilities

Attend/Participate in project/process improvement meetings in the form of drafting business requirements test plans test cases script execution and project implementation.
Monitor tax form production including form validation and reconciliation.
Perform year end reporting related activities including resolve tax control report exceptions tax file preparation tracking and other projects as assigned.
Deliver productivity and process improvements related to year end reporting.
Monitor tax form production including form validation and reconciliation.
Perform issue analysis and develop solutions to fix.
Creating and delivering daily weekly and monthly reporting using Excel PowerPoint and Tableau.

Required qualifications capabilities and skills

Three years of experience in the consumer financial services industry is required.
Experience 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 MBWS 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.

Required Experience:

Key Skills

Customer Service
Client Expectations
Client Requirements
Client Support
Action Plans
Issue Resolution
Account Management
Client Relationships
Service Delivery
Client Service
Client Satisfaction
Client Management
Procedures
Service Level Agreements
New Clients

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About Company

JPMorganChase

JPMorganChase, 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 ov ... View more

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