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Tax Analyst - Columbus, OH

Req #: 170111216
Location: Columbus, OH, US
Job Category: Operations
Potential Referral Amount: 0 US Dollar (USD)
Chase is the U.S. consumer and commercial banking business of JPMorgan Chase & Co. (NYSE: JPM), a leading global financial services firm with assets of $2.5 trillion and operations worldwide. Chase serves nearly half of America’s households with a broad range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. Customers can choose how and where they want to bank: 5,300 branches, 16,000 ATMs, mobile, online and by phone. For more information, go to
The Year End Analyst is responsible for implementing and monitoring process controls, data integrity checks and managing departmental goals and objectives. The position assists the department manager identify process gaps related to year-end reporting, SSN/TIN certification, backup withholding and legal and tax compliance issues and install related controls. The position will serve as the point of contact to the other business areas during the year end project ensuring all deliverables, testing and reporting are done on time and correctly. The position will also assist management track deliverables assigned to the Year End Analysts and seasonal contractors ensuring timely and accurate completion.
The Tax job family supports all tax-related functions including reporting, payments, reconcilement, compliance adherence and other support.
As a Tax Analyst-502 you will:
▪ Serve as SME for internal processing team
▪ Perform required analysis
▪ Assesses impact of market and other changes and develops/communicates required procedural changes to internal teams
▪ Maintaining data related to tax agreements
▪ Responsible for required reporting /filing
▪ Performing required reconciliation
Additional responsibilities include:
  • Quarterly review of department procedures.
  • Monitor and complete departmental reporting to ensure service levels and quality standards are met.
  • Perform ancillary year end reporting related activities including TIN maintenance, loan suppressions, inbound and outbound transfer validations and other projects as assigned
  • Participate in enterprise projects from a SME perspective including requirements gathering, testing and project implementation.
  • Deliver productivity and process improvements related to year end reporting. Facilitate deliverables with business areas and LOBs.
  • Monitor tax form production including form validation and reconciliation.
  • Provide oversight of year end reporting areas and mitigate reporting errors.
  • Creating and delivering current state daily, weekly and monthly reporting using MS Access and MS Excel.
  • Three years’ experience with Financial Servicing
  • Strong Knowledge of  MSP is required
  • Proficient MS Word and MS Excel skills are required
  • Experience with MS Project and Access is preferred
  • Experience with TOAD for Oracle preferred
  • A familiarity with IRS and banking regulations and policies is preferred
  • A strong knowledge of the Chase Project Methodology
  • Participation in multiple projects required, either as a participant or team lead
  • A high degree of analytical ability and problem solving skills
  • Experience with ALM testing application is preferred
  • Strong verbal and written communication skills
  • Ability to track and execute multiple tasks simultaneously
  • Ability to work independently and accurately while meeting deadlines
  • Ability to coordinate the activities of other areas for department deliverables accurately and on time
  • Ability to effectively utilize technology to resolve issues and increase productivity
  • Ability to research compliance issues and develop policies and procedures based on findings

Skills required are intermediate:

  • Issue resolution 
  • Organization skills 
  • Attention to detail 
  • Oral & written communication

Knowledge required is intermediate:

  • LOB knowledge
  • Business processes and procedures 
  • Product knowledge 
  • Industry knowledge
  • On-going self-study of tax resources to remain up-to-date with changing tax laws and current issues regarding Regulated Investment Companies and financial instruments  
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