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Tax Associate - Tax Reporting

Req #: 170105348
Location: Plano, TX, US
Job Category: Operations
Potential Referral Amount: 0 US Dollar (USD)

Tax Associate – Tax Reporting, 602

JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $2.6 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small business, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world's most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands. Information about JPMorgan Chase & Co. is available at

Tax Operations and Oversight (TOO) is a team that works across Chase Consumer and Community Banking (CCB) to ensure compliance to tax reporting regulations by implementing and maintaining appropriate governance, oversight and controls. The organization also operates as a critical partner to Asset Management, Commercial Banking and Corporate & Investment Bank to support some of their operational tax reporting needs.  Our employees embrace the Five Keys to a Great Customer Experience. 

TOO consists of the following functions:

  • CCB Tax Governance & Oversight
  • Tax Reporting and Withholding Services
  • Business Reporting & Analytics
  • Tax Onboarding and Withholding
  • Tax Reporting Controls and Testing
  • Merchant Services Tax


Merchant Services is the global payment acceptance and merchant acquiring business of JPMorgan Chase & Co. Merchant Services is a leading provider of payment, fraud management and data security solutions, capable of authorizing transactions in more than 130 currencies. The company’s proprietary platforms provide integrated commerce solutions for all major credit and debit card payments as well as mobile payments. Merchant Services has uniquely combined proven payment technology with a long legacy of merchant advocacy that creates quantifiable value for ecommerce companies.

Job Description

Information Reporting team associate monitors compliance with domestic and foreign tax information reporting and tax withholding regulations.  The Tax Associate assists the Tax Manager in complying with Federal, State and foreign tax information requirements, including regulations related to Forms 1099K, 1099C and 1099MISC reporting and withholding.


Key Responsibilities

  • Monitor all federal, state and foreign information reporting regulations and ensure Merchant Services compliance
  • Provide tax advice, support and training to account setup and maintenance groups
  • Provide support to Sales, Customer Service, Account Executives and Partner Channel to respond to customer questions or to request accurate or updated tax documentation
  • Support annual filing of all Federal tax forms, including 1099K, 1099C and 1099MISC
  • Research and process 1099 corrections
  • Manage quarterly state filings
  • Update policies and procedures and manage recertification process
  • Manage backup withholding reporting and payment process
  • Identify, research and assess Information Reporting tax issues
  • Provide guidance and support related to Information Reporting on new projects
  • Various other duties and responsibilities as assigned


·         Bachelor Degree Business/Accounting

·         Minimum 2-5 years of relevant tax experience and demonstrated ability to positively interface with other departments, colleagues, senior management and external clients is required

·         Industry experience (financial services/payment processing) would be beneficial.

·         Knowledge of operations and controls of various financial systems and software applications such as (SAP, Enterprise Performance Mgmt System) and the ability to extract and utilize the information from these systems.

·         Excellent communication and interpersonal skills - job requires communicating tax rules/regulations in understandable ways to business teams and customers and working directly with project teams on tax functionality.

·         Strong Microsoft Office skills

·         Advanced analytical and mathematical skills


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