Tax Operations Data Analyst: Compliance & Automation

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

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.