Job Description

This Client Tax Documentation Team is a part of the CIB organization and provides tax form validation functions across three lines of business including the Corporate Investment Bank (CIB), the Commercial Bank (CB) and the Consumer & Community Bank (CCB). The team processes U.S. IRS tax forms and OECD Common Reporting Standards self-certifications for the CIB, CB, and CCB. The team creates the client tax profile and reference data to drive account level withholding tax and regulatory reporting. The Client Tax Documentation Team is a hybrid operational team, consistently delivering operationally, streamlining processes through intelligent automation and reorganization and implementing strategic technology to increase quality, speed and client satisfaction. Tax Documentation is a global function across locations such as Delaware, San Antonio, Bangalore and Mumbai. The team works in close partnership with Client On-Boarding, Middle Offices, Credit, Legal and Tax Compliance to ensure accurate data is captured in the JP Morgan infrastructure.

The team is looking for a Senior Associate to develop and support the client solicitation for tax documentation including executing daily work and implementing changes to comply to tax regulations including FATCA and Common Reporting Standard (CRS). Key responsibilities include:

Developing and overseeing the operating model and execution plan to drive the annual solicitation process. This includes executing to BAU requirements, data sourcing and analysis, reconciliations and key data integrity controls.

Coordinating the production of the current years solicitation populations across CIB, CB and CCB globally including account level solicitations. This includes completing adhoc analysis as needed to meet regulatory requirements by agreed upon deadlines. Additionally, this role includes facilitating signoffs by senior stakeholders prior to client contact.

Partnering with internal data source providers and stakeholders across all lines of business to complete data investigations and resolve data quality issues with the goal of improving the timeliness and accuracy of the solicitation as well as the response rate from clients on a continual basis.

Addressing to closure internal or regulatory requests to complete ad hoc data analysis or produce custom reports as needed.

Maintaining annual expiry procedure documentation (runbook) required to help drive control-centric environment

Develop a method to collect and present meaningful Metrics to leaders.

Communicate directly to clients as required

Role Description:

The Senior Associate will be a part of a small Change Management team responsible for transforming and executing the managing the Annual Tax Expiry end to end process. In addition to completing the ongoing solicitation activities, the Senior Associate will innovate within the function across Tax Transformation teams and with internal technology teams as well as support direct contact with clients, business partners, client/customer representatives and our global team. The Associate will be expected to:

* Collaborate with cross line of business partners CIB, CB and CCB including sales and service teams and stakeholders to agree on roles and responsibilities, population and contact data, messaging, and process to complete the solicitation effectively

Execute the end-to-end annual expiry process and provide key metrics to be shared with leadership.

Maintain/Create and own solicitation procedure documents including runbook, FAQ documents and external website and help drive control-centric environment

* Improve remediation outcome through sourcing of email addresses and the utilization of the Markit tool to assist with tax form collection

Become proficient in using JPMC Intelligent Automation (IA) to design simple and efficient solutions to streamline the solicitation process end to end and automate management reporting

Work with technology teams to innovate and leverage Agile best practices to ensure the most efficient solution is built and in the most expedited way

Drive technology requirements and participate in business readiness for technology releases including documenting the end-to-end process and solutions so they can be easily understood and configured as needed by business process owners after development is completed.

Providing requirements, conducting UAT and performing production validation

About you:

We're looking for highly motivated team players with the initiative and insight to develop innovative analytic solutions. The candidate must be a self starter who is able to work in a fast paced, results driven environment.

Additional qualifications:

* Self-starter with out-of-the box problem solving skills
* Strong time management skills, with the ability to multi-task and keep numerous projects on track
* Proficiency with MS Office applications (Word, Excel, Power Point)
* Experience of working with Agile Development teams a plus
* Knowledge of Investment Bank, Commercial Bank or Consumer & Community Bank businesses would be an advantage
* Knowledge of US and non-US Regulations (including Tax) a plus.
* Excellent written and verbal communication and organizational skills
* Excellent interpersonal skills to work with diverse personnel and stakeholders regionally and globally
* Attention to detail and ability to work independently
* Ability to execute tasks under aggressive targets and effectively manage to change in plan
* Promote a strong control culture throughout the team
* Must be available to cover nights or weekends to meet with global teams or assist with tech releases
* Flexible to work overtime daily on weekends including holidays
* 7+ years of overall experience, preferred
* 5+ years business process and project management experience, preferred
* College degree or equivalent work experience