Tax Analyst

DESCRIPTION

Tax Operations – Global Shares Team

RESPONSIBILITIES

• Ensure consistency in information reporting practices within JPMorgan’s accounting systems
• Prepare and maintain procedure documentation.
• Mapping process flow for transaction information and recipient information for CIB clients.
• Prepare communication on status of tax document preparation, progress, accuracy, and correction, and present to Management.
• Maintain metrics on account filings and corrections.
• Research, communicate, and resolve questions for key stakeholder(s).
• Perform preliminary checks on tax reporting information, before Tax Season and Print Day validations.
• Assist in overall needs of the team and provide support in areas of specialty as well as during peak periods.

QUALIFICATIONS

Must Have

• 3-6 years of US Tax experience (FATCA, 871M, withholding)
• Financial Services/Banking experience (Custody product knowledge a PLUS)
• Strong Microsoft Excel (Pivot Tables, VLOOKUP) for Data Reconciliation
• College degree or relevant work experience
• Reporting Specifics:
• AEOI – FATCA and CRS reporting for an entity regarded as a custodial financial institution
• 1042S reporting
• T5/T5008 reporting (Canada)
• W form validation, US Indicia and the subsequent application of back up withholding
• 1099 B and 1099 Div reporting as well as 1099 copy to IRS filing
• Ability to perform tax reconciliations
• Project Management/Analytic experience
• Demonstrated Communication skills with Senior Management
• Ability to adhere to procedures, controls, and deadlines.

Nice-to-Have

• Client Service experience
• Alteryx, Visual Basic, or other technical skills a PLUS
• Familiarity with internal custody systems a PLUS

Dexian is a leading provider of staffing, IT, and workforce solutions with over 12,000 employees and 70 locations worldwide. As one of the largest IT staffing companies and the 2nd largest minority-owned staffing company in the U.S., Dexian was formed in 2023 through the merger of DISYS and Signature Consultants. Combining the best elements of its core companies, Dexian’s platform connects talent, technology, and organizations to produce game-changing results that help everyone achieve their ambitions and goals.

Dexian’s brands include Dexian DISYS, Dexian Signature Consultants, Dexian Government Solutions, Dexian Talent Development and Dexian IT Solutions. Visit https://dexian.com/ to learn more.

Dexian is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status.