US Tax Operations Analyst: Data, Controls & Automation

J.P. Morgan Chase & Co.; Newark (DE); Presencial; USD 70 000 - 95 000; Tempo integral

Resumo da oferta

JP Morgan Chase is seeking a Client Tax Operations Analyst in Brokerage Operations to help ensure accurate US information reporting and withholding, supporting compliant client reporting in a fast-paced operations environment.

You will analyze data, execute controls, and drive improvements through automation, collaborating with cross-functional partners to deliver reliable outcomes and a strong client experience.

Qualificações

• Bachelor’s degree in Finance, Accounting, Business, Data Analytics, or related field.
• Proficiency with Excel (functions, lookups, and pivot tables).
• Ability to learn Alteryx and SQL for data analytics and automation.
• Able to analyze datasets, identify exceptions, and document findings with detail.
• Follow standardized procedures with clear audit trails.
• Prioritize daily deliverables and manage exceptions.
• Strong written and verbal communication for cross-team collaboration.
• Willingness to learn changing regulatory requirements relevant to the role.
• Demonstrated problem-solving ability and intellectual curiosity.
• Drive to learn quickly in a fast-paced environment.

Responsabilidades

• Analyze financial and transactional data relevant to US information reporting and withholding.
• Build and maintain reports that monitor data accuracy, timeliness, and exceptions.
• Identify trends, 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 audit trails.
• Track key performance indicators and service levels, Escaping risks when needed.
• Apply applicable tax rules and industry standards to support ongoing compliance.
• Support automation and process improvements by drafting queries and assisting with testing.
• Reconcile data across systems, investigate root causes, and implement preventive actions.
• Collaborate with cross-functional partners to communicate insights and updates.

Conhecimentos

Data analysis

Attention to detail

Regulatory compliance

Effective communication

Problem solving

Fast-paced learning

Prioritization

Collaboration

Process improvement

Documentation

Formação académica

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

Ferramentas

Excel

Alteryx

SQL

Descrição da oferta de emprego

JP Morgan Chase is seeking a Client Tax Operations Analyst in Brokerage Operations to help ensure accurate US information reporting and withholding, supporting compliant client reporting in a fast-paced operations environment.

You will analyze data, execute controls, and drive improvements through automation, collaborating with cross-functional partners to deliver reliable outcomes and a strong client experience.