Are you seeking to join a team where you can have the opportunity to thrive and grow? We have an exciting opportunity to help expand your knowledge, skills, and abilities. You have found the right team. 

As the Treasury Service Client Tax Associate II, within the Client Tax Operations Utility Team you will be part of a team that will be the point of contact for tax enquiries to support our clients’ tax servicing needs across the Corporate & Investment Bank, Commercial Bank, and Consumer & Community Banking. You will partner with Product & Relationship Managers, Operations, Technology, Legal and Corporate Tax to meet regulations, maximize efficiency and to positively impact the client. You will support a team with sizeable client relationships across the firm and provide the opportunity to innovate and improve client experience while meeting regulatory obligations. This position is located at the Newark Corporate Center. 

Job responsibilities

• Provide Support and guidance on outstanding/expiring tax documentation, tax withholding, tax refunds, and tax regulatory reporting
• Take proactive responsibility for the resolution of clients’ enquiries within the published standards.
• Implement forward thinking to maintain response quality and completeness to prevent case reopening.
• Analyze root-cause of recurring issues through regular review of metrics and assist in developing programs for service enhancements arising from these figures.
• Continually review operational tax processes to identify areas for enhancement.
• Identify and escalate tax risks and participate in resolution.
• Assist in client tax account reviews and ad-hoc projects across the wider Tax Operations team.

Required qualifications, capabilities, and skills

• Familiarity with U.S. Tax documents (W8/W9 forms) and U.S. withholding requirements (FATCA/BUW)
• Minimum of 3 years of professional experience
• Proficient in Microsoft products, including Microsoft excel
• Inclusive leadership skills with the ability to collaborate across teams in a client impacting function
• Effective client service and communication skills with attention to detail and advanced organizational skills
• Ability to develop innovative and creative solutions to complex issues 
• Advanced reconciliation and analysis skills

Preferred qualifications, capabilities, and skills

• Familiarity with 1099 and 1042 reporting statements
• Experience using data analytics tools
• Understanding of the Banking Industry