Client Tax Ops Senior: Data, Automation & Compliance

JPMorgan Chase; Plano (TX); On-site; USD 75,000 - 107,000; Full time

Job summary

JPMorgan Chase is seeking a Client Tax Operations Senior Associate in the Newark, DE and Plano, TX area to help protect data integrity and support compliant client reporting in a fast-paced operations environment. You will analyze data, run controls, and contribute to continuous improvement.

The role emphasizes collaboration across teams, automation, and strong audit trails. Bachelor's degree and 5+ years in automation or analysis are preferred, with proficiency in Excel and Alteryx/SQL.

Qualifications

• Bachelor’s degree or equivalent practical experience in a related field.
• 5+ years delivering intelligent automation and business analysis.
• Proficiency with Excel and data analysis.
• Ability to learn Alteryx and SQL.
• Strong data analysis and documenting findings with audit trails.
• Ability to follow standardized procedures and prioritize deliverables.
• Excellent written and verbal communication.
• Commitment to learning regulatory requirements.
• Proactive problem solving and curiosity.

Responsibilities

• Analyze US information reporting and withholding data.
• Build and maintain reports tracking data accuracy and timelines.
• Identify trends, document findings, and recommend remediation.
• Execute cost basis processing workflows and related reconciliations.
• Perform daily controls and manage exceptions with audit trails.
• Track KPIs and service levels; escalate risks as needed.
• Apply tax rules and industry standards to compliance.
• Assist with workflow design and testing for automation.
• Reconcile data across systems and investigate root causes.
• Collaborate with cross-functional teams to communicate insights.

Skills

Automation experience

Data analysis

Excel proficiency

Regulatory knowledge

Communication skills

Problem solving

Fast-paced adaptation

Attention to detail

Cross-team collaboration

Education

Bachelor’s degree in Finance, Accounting, Business, Data Analytics, or related field

Tools

Alteryx

SQL

Job description

JPMorgan Chase is seeking a Client Tax Operations Senior Associate in the Newark, DE and Plano, TX area to help protect data integrity and support compliant client reporting in a fast-paced operations environment. You will analyze data, run controls, and contribute to continuous improvement.

The role emphasizes collaboration across teams, automation, and strong audit trails. Bachelor's degree and 5+ years in automation or analysis are preferred, with proficiency in Excel and Alteryx/SQL.