Client Tax Operations Specialist: Data & Compliance

JPMorgan Chase & Co.; Newark (DE); On-site; USD 65,000 - 90,000; Full time

Job summary

JPMorgan Chase & Co. in Newark seeks a Client Tax Operations Associate to support accurate United States information reporting and withholding processes within Brokerage Operations.

You will analyze data, execute controls, and drive efficiency through process improvements and automation, collaborating with partners across teams for reliable outcomes and client experience. The role emphasizes learning, attention to detail, and adherence to evolving regulatory requirements in a fast-paced

Qualifications

• Bachelor's degree or equivalent practical experience in finance, accounting, business, or data analytics.
• Proficiency in Excel with advanced functions, lookups, and pivot tables.
• Ability to learn data analytics and automation tools (e.g., Alteryx, SQL).
• Capable of analyzing data, identifying exceptions, and documenting findings with attention to detail.
• Ability to follow standardized procedures and maintain audit trails.

Responsibilities

• Analyze financial and transactional data relevant to U.S. 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.

Skills

Data analytics

Automation tools

Communication skills

Problem solving

Attention to detail

Audit trails

Prioritization

Cross-team collaboration

Regulatory compliance

Education

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

Tools

Microsoft Excel

Alteryx

SQL

Job description

JPMorgan Chase & Co. in Newark seeks a Client Tax Operations Associate to support accurate United States information reporting and withholding processes within Brokerage Operations.

You will analyze data, execute controls, and drive efficiency through process improvements and automation, collaborating with partners across teams for reliable outcomes and client experience. The role emphasizes learning, attention to detail, and adherence to evolving regulatory requirements in a fast-paced