Benefit Payment Services Client Tax Associate II

ortunities to innovate and enhance client experiences while fulfilling regulatory obligations. This position is based at the Newark Corporate Center.

Job responsibilities

• Manage tax-related aspects of benefit payments

• Ensure compliance with tax regulations specific to benefit payments

• Prepare and review tax reports related to benefit payments

• Provide support and guidance regarding tax documentation, tax withholding, tax refunds, and tax regulatory reporting

• Take proactive responsibility for resolving clients' inquiries within the published standards

• Implement forward-thinking strategies to maintain response quality and completeness, preventing case reopening

• Analyze the root cause of recurring issues through regular review of metrics and assist in developing programs for service enhancements based on these figures

• Continually review operational tax processes to identify areas for enhancement

• Identify and escalate tax risks and participate in their resolution

• Assist in client tax account reviews and ad-hoc projects across the wider Tax Operations team

Required qualifications, capabilities, and skills

• Experience in the benefit payment services industry

• Familiarity with tax software used in benefit payment services

• Familiarity with U.S. tax documents (W8/W9 forms) and U.S. withholding requirements

• Minimum of 5 years of professional experience

• Proficient in Microsoft products, including Microsoft Excel

• Inclusive leadership skills with the ability to collaborate across teams in a client-impacting function

• Effective client service and communication skills, with attention to detail and advanced organizational skills

• Ability to develop innovative and creative solutions to complex issues

• Advanced reconciliation and analysis skills

Preferred qualifications, capabilities, and skills

• Experience in the benefit payment services industry

• Familiarity with tax software used in benefit payment services

• Familiarity with 1099, W-2, and 1042 reporting statements

• Experience using data analytics tools

• Understanding of the benefit payment services industry

This position is not eligible for H1B or Sponsorship

ABOUT US

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 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 offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

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.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

ABOUT THE TEAM

J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.