Senior Client Tax Operations Analyst

Next Frontier Capital; Newark (DE); On-site; USD 85,000 - 110,000; Full time

Benefits offered by this job

Health benefits

On-site wellness centers

Retirement plan

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching

Job summary

JPMorgan Chase in Newark, Delaware seeks a Client Tax Operations Associate in Brokerage Operations to support U.S. information reporting and withholding, focusing on accuracy, learning, and controlled execution.

You will analyze data, build and maintain reports, run daily controls, draft queries, and assist with automation, collaborating across teams to identify improvements and deliver reliable outcomes and a strong client experience in a fast-paced environment.

Qualifications

• Bachelor’s degree in Finance, Accounting, Business, Data Analytics or related field, or equivalent experience.
• Experience delivering intelligent automation and business analysis.
• Proficiency with Excel, including lookups and pivot tables.

Responsibilities

• Analyze data for US information reporting and withholding.
• Build and maintain reports monitoring data accuracy and timeliness.
• Identify trends, document findings, and propose remediation actions.
• Execute workflows for cost basis processing and reconciliations.
• Perform daily controls, manage exceptions, and maintain audit trails.
• Collaborate across teams to communicate insights and updates.
• Support automation and process improvement through queries and testing.

Skills

Data analytics

Automation

Cross-functional collaboration

Communication

Attention to detail

Problem solving

Education

Bachelor's degree

Tools

Alteryx

SQL

Excel

Job description

JPMorgan Chase in Newark, Delaware seeks a Client Tax Operations Associate in Brokerage Operations to support U.S. information reporting and withholding, focusing on accuracy, learning, and controlled execution.

You will analyze data, build and maintain reports, run daily controls, draft queries, and assist with automation, collaborating across teams to identify improvements and deliver reliable outcomes and a strong client experience in a fast-paced environment.