Tax Operations Analyst – Data, Reporting & Automation

JPMorganChase

Newark (DE)

On-site

USD 65,000 - 95,000

Full time

32 hours ago

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Job summary

JPMorganChase in Newark, DE seeks a Client Tax Operations Associate to support accurate United States information reporting and withholding for clients. The role emphasizes data analysis, process control, and collaboration across teams to deliver reliable client outcomes and improved efficiency.

The position requires a Bachelor's degree, strong Excel skills, and willingness to learn Alteryx, SQL, and automation tools.

Qualifications

Bachelor's degree or equivalent practical experience in finance, accounting, business, data analytics, or related field.
Proficiency in Microsoft Excel (functions, lookups, pivot tables).
Ability to learn data analytics and automation tools (e.g., Alteryx, SQL).
Ability to analyze datasets, identify exceptions, and document findings with detail.

Responsibilities

Analyze financial and transactional data relevant to U.S. 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 maintain audit trails.
Track KPIs and SLAs, escalate risks as needed.
Apply tax rules and industry standards to support compliance.
Draft queries and assist with workflow design for automation tests.
Reconcile data across systems and investigate root causes of discrepancies.
Collaborate with cross-functional partners to communicate insights and changes.