Client Tax Associate I – International Consumer Banking

Are you seeking to join a team where you can thrive and grow? We have an exciting opportunity to expand your knowledge, skills, and abilities in a dynamic, global payments environment. 

 

As a Client Tax Associate I, you will play a key role in supporting tax reporting, compliance, process improvement, and change management initiatives for our ICB Chase digital retail banking products and services in a start-up environment. You will will support regulatory tax information reporting and operational tax controls for the Chase Digital Bank in Germany . The role will help ensure tax-related obligations are executed within required timeframes and with strong control discipline, including FATCA IGA, CRS, Canadian T5, and US 1099 reporting. The analyst will partner closely with stakeholders located in Germany to deliver accurate reporting, strong reconciliations, and an excellent customer experience.

 

Job Responsibilities

• Support ongoing compliance with domestic and international tax information reporting obligations relevant to the Germany retail banking business and applicable cross-border reporting regimes (including FATCA IGA, CRS, Canadian T5, and US 1099).
• Perform day-to-day operational tasks and controls to ensure regulatory tax obligations are completed accurately and within defined timelines.
• Support the entire reconciliation and preparation process ahead of reporting and/or submissions
• Execute and document control procedures, ensuring audit-ready evidence (checklists, reconciliations, approvals, and runbooks).
• Utilize JIRA and other tracking tools to manage defects, issues, and change deliverables through resolution.
• Support automation, enhancement, and maintenance of reporting, analysis, and reconciliation processes.

• Collaborate with cross-functional stakeholders across Germany and global teams to help ensure customers receive best-in-class service related to tax operations outcomes.

   

 

Required qualifications, skills and capabilities

• 2+ years of experience in financial services, operations, tax operations/reporting, financial analysis, and/or relevant technical product/process roles.
• Minimum 1 year of experience supporting FATCA / CRS / T5 / 1099 reporting (or closely related tax information reporting).
• Strong analytical and problem-solving skills; ability to interpret data and assess operational impact.
• Strong verbal and written communication skills; ability to collaborate across teams and time zones; proficiency with MS Office-products (Excel, Powerpoint and Access) and common productivity tools

 

Preferred qualifications, skills and capabilities

• Bachelor’s degree in Business, Accounting, Finance, or related field.
• Experience partnering with IT to resolve defects; familiarity with SQL/code concepts and using JIRA for defect/change tracking.
• Working knowledge of operational tax duties and processes in a German retail banking context (helpful for coverage alignment).
• German language capability is a plus; strong English communication required.

 

Shift: EMEA. Manila-based role supporting mainly stakeholders in Germany/EMEA, with flexibility for meetings and peak activity during EMEA business hours as needed; additional hours may be required during reporting cycles, testing windows, and regulatory deadline periods.