Tax Reporting & Process Improvement Associate

JP Morgan Chase

Tampa (FL)

On-site

USD 65,000 - 90,000

Full time

2 days ago

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Job summary

JP Morgan Chase in Tampa seeks a Client Tax Associate to support tax reporting and year-end activities. You will draft requirements, create test data, execute scripts, and partner with Technology to resolve defects.

You’ll also document processes and monitor data integrity while delivering essential reporting using Excel, PowerPoint, and Tableau. The role emphasizes cross-functional collaboration, process improvements, and timely completion of reporting projects within the consumer financial

Qualifications

Minimum 3 years in consumer financial services or related areas.
Experience participating in process improvements and project work.
Understanding testing methods with documentation standards.
Proficient with Excel, Project, Access, and Word.

Responsibilities

Draft business requirements, develop test plans/cases, prepare test data, and run scripts.
Support year-end reporting and monitor tax form production and exceptions.
Perform reconciliations and resolve defects with Technology partners.
Draft job aids and document updated processes; ensure data integrity checks.
Provide SME input to troubleshoot issues and escalate data quality concerns.
Triage defects with cross-functional teams and drive root-cause analysis.
Produce daily/weekly/monthly reporting using Excel, PowerPoint, and Tableau.
Coordinate with stakeholders to ensure timely delivery of reporting projects.