Client Tax Associate

Join the team that is driving domestic and international sales tax and tax compliance reporting in a changing financial environment.

As a Client Tax Associate I in the Merchant Services team, you will be part of a team working closely with the business to design, build and operate tax technology processes. You will work with the Tax Manager and other team members to assess the taxability of new products and services, and to monitor compliance with domestic and international Sales Tax, Goods and Services Tax (GST), Value-Added Tax (VAT), and similar tax regulations.

You will partner with business operations to enhance processes and procedures related to these taxes.

• 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.

• Bachelor’s degree 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.

• Experience with Vertex, Inc or other indirect tax software solutions.
• Experience with systems such as SAP, JIRA.
• Experience resolving defects with IT partners.
• Experience with AI tools such as Alteryx, UiPath, or Tableau.
• Knowledge of operations and controls of various financial systems and software applications, and the ability to extract/utilize information from these systems.
• Experience in process improvement and process mapping.
• Experience in the consumer financial services industry, or financial analysis, or technical product experience.

Final Job Grade and officer title will be determined at time of offer and may differ from this posting.

Please note this role is not eligible for employer immigration sponsorship.