Sales Tax & VAT Associate (Tax Tech & Reporting)

Testing Site - JPMC; Plano (TX); On-site; USD 65,000 - 90,000; Full time

Job summary

JPMorgan Chase is seeking a Client Tax Associate I on the Merchant Services team to design, build and operate tax technology processes, assessing taxability of new products and monitoring compliance with US and international tax regulations.

You will create daily/weekly/monthly reports using Excel, PowerPoint and Tableau, collaborate to automate reports, and contribute to multiple projects from requirements to testing while maintaining data quality and controls.

Qualifications

• Bachelor’s degree in Business/Accounting/Finance or related field.
• Minimum 3 years of Sales and Use tax experience.
• Knowledge of various financial systems and software applications and the ability to extract and utilize the information from these systems for operations and internal controls.
• Experience participating in process improvement/project initiatives, including drafting business requirements and use cases, and solution testing.
• Proficient in MS Excel, Project, Access, and Word.
• Strong analytical and problem-solving skills with the ability to interpret data and its impact on business operations.
• Ability to track and execute multiple tasks simultaneously with strong attention to detail.
• Demonstrated ability to interface positively with other departments, colleagues, senior management, and external clients.
• Controls and risk management aptitude.
• Excellent multitasking and prioritization skills.
• Excellent communication and interpersonal skills explaining tax and financial issues in understandable ways to business teams and customers while working directly with project teams on tax functionality

Responsibilities

• Support business product initiatives by monitoring tax requirements, tax functionality, and operational process impacts, and assist with integrating acquired businesses into Merchant Services and JPMC Tax Operations processes and systems.
• Create and deliver daily, weekly, and monthly reporting using Excel, PowerPoint, and Tableau.
• Partner with the Operations Automation Team to automate, enhance, and maintain reports and processes that analyze tax calculations, streamline tax operations, and support reporting, analysis, and reconciliation activities.
• Participate in multiple projects by drafting business requirements, test planning, preparing test data, executing test cases, and performing reconciliations.
• Develop quality procedures, conduct data accuracy reviews, and communicate findings to management and stakeholders.
• Conduct US and international sales/VAT taxability assessments for new products and services to ensure compliance with applicable tax regulations
• Prepare and maintain state/local business license filings.
• Support salespersons, customer service, account executives and partner channels to respond to customer questions or obtain appropriate tax documentation.
• Assist the business in dealing with complex tax issues--partnering with Corporate Tax and outside advisers
• Maintain the sales tax exempt merchant database; review merchant requests for sales tax exempt status
• Draft procedures for new processes; update existing policies and procedures; perform annual certification of procedures

Skills

Sales tax

Use tax

Taxability assessments

Process improvement

Data analysis

Stakeholder communication

Compliance monitoring

Education

Bachelor's degree in Business/Accounting/Finance or related field

Tools

Vertex

SAP

JIRA

Tableau

Alteryx

UiPath

Job description

JPMorgan Chase is seeking a Client Tax Associate I on the Merchant Services team to design, build and operate tax technology processes, assessing taxability of new products and monitoring compliance with US and international tax regulations.

You will create daily/weekly/monthly reports using Excel, PowerPoint and Tableau, collaborate to automate reports, and contribute to multiple projects from requirements to testing while maintaining data quality and controls.