Client Tax Operations Associate

JPMorgan Chase; Newark (DE); On-site; USD 70,000 - 110,000; Full time

Job summary

JPMorgan Chase in Newark, DE seeks an analyst to protect data integrity and support compliant client reporting in a fast-paced operations environment.

You will analyze financial data, build reports, and implement remediation actions while ensuring audit trails and adherence to evolving regulations. The role emphasizes learning, collaboration, and well-controlled execution to drive operational excellence.

Qualifications

• Bachelor's degree in finance, accounting, business, data analytics, or related field.
• Proficient with Excel functions, lookups, and pivot tables.
• Able to learn data analytics and automation tools (e.g., Alteryx, SQL).
• Able to analyze datasets, identify exceptions, and document findings clearly.
• Follow standardized procedures with audit trails and controlled execution.
• Prioritize daily deliverables and manage exceptions effectively.
• Strong written and verbal communication for cross-team collaboration.
• Willingness to learn evolving regulatory requirements.
• Demonstrated problem solving and root-cause analysis abilities.
• Quick learner in a fast-paced environment.

Responsibilities

• Analyze financial and transactional data related to US information reporting and withholding.
• Build and maintain reports monitoring data accuracy, timeliness, and exceptions.
• Identify trends, document findings, and recommend remediation actions.
• Execute workflows for cost basis processing and reconciliations.
• Perform daily controls, manage exceptions, and resolve breaks with audit trails.
• Track KPIs and service levels, escalate risks as needed.
• Apply tax rules and industry standards to support compliance.
• Assist with automation by drafting queries and helping with workflow design.
• Reconcile data across systems, investigate discrepancies, and implement preventive actions.
• Collaborate with cross-functional teams to communicate insights and updates.

Skills

Excel

SQL

Alteryx

Data analysis

Audit trails

Detail-oriented

Regulatory knowledge

Education

Bachelor's degree in finance, accounting, business, data analytics, or related field

Tools

Alteryx

SQL

Job description

Make an impact in a role where accuracy, curiosity, and continuous improvement matter. You will help protect data integrity and support compliant client reporting in a fast-paced operations environment. Join a team that values learning, collaboration, and well-controlled execution.

Job responsibilities

• Analyze financial and transactional data relevant to United States information reporting and withholding
• Build and maintain reports that monitor data accuracy, timeliness, and exceptions
• Identify trends and discrepancies, document findings, and recommend remediation actions
• Execute standardized workflows for cost basis processing and related reconciliations
• Perform daily controls, manage exceptions, and resolve breaks with clear audit trails
• Track key performance indicators and service level commitments, escalating risks as needed
• Apply applicable tax rules and industry standards to support ongoing compliance
• Support automation and process improvement initiatives by drafting queries, assisting with workflow design, and participating in testing
• Reconcile data across systems, investigate root causes of discrepancies, and implement preventive actions
• Collaborate with cross-functional partners to communicate insights, changes, and operational updates

Required qualifications, capabilities and skills

• Bachelor's degree in finance, accounting, business, data analytics, or a related field (or equivalent practical experience)
• Proficiency in Microsoft Excel, including functions, lookups, and pivot tables
• Ability to learn data analytics and automation tools (e.g., Alteryx, SQL) as required for the role
• Ability to analyze datasets, identify exceptions, and document findings clearly with attention to detail
• Ability to follow standardized procedures and maintain well-controlled execution with clear evidence and audit trails
• Ability to prioritize daily deliverables, manage exceptions, and escal
• Effective written and verbal communication skills for partnering across teams
• Commitment to learning and applying changing regulatory or policy requirements relevant to the role
• Demonstrated problem-sovling skills, including root-cause analysis and preventive action identification
• Demonstrated ability to learn quickly in a fast-paced environment

Preferred qualifications, capabilities and skills

• Experience supporting United States tax operations, information reporting, withholding, or cost basis processing
• Experience with reconciliation practices and control frameworks in an operations environment, including documenting procedures or contributing to process improvement initiatives
• Exposure to dashboards or operational metrics design to monitor service performance and experience with workflow tools and/or basic data querying
• 5+ years of experience delivering intelligent automation and business analysis (or equivalent experience)
• Developing experience using AI-powered analytics, workflow automation, or intelligent process tools to drive efficiency gains, reduce manual effort, or improve accuracy in operational processes