US Tax Withholding Operations Analyst

Testing Site - JPMC; Newark (DE); On-site; USD 75,000 - 105,000; Full time

Job summary

Testing Site - JPMC is seeking a US Tax Withholding Associate to convert IRS rules into precise, audit-ready outcomes, driving accurate withholding and year‑end reporting at scale. The role partners across Tax, Technology, and Client Service to automate data quality, validate large datasets, and manage cross‑border withholding scenarios with attention to detail.

Candidates have 2+ years in securities services and a degree in Accounting/Finance, with strong analytical and communication skills to

Qualifications

• Bachelor’s degree in Accounting, Finance, or related field.
• 2+ years in securities services or related financial operations with US tax withholding.
• Ability to handle large multi-source data sets with data hygiene.
• Knowledge of IRS Chapters 3/4 and forms W‑8/W‑9.

Responsibilities

• Extract, transform, and reconcile large data sets from custody and tax systems.
• Validate data quality, detect outliers, and document control evidence.
• Calculate US withholding under Chapter 3/4 and apply treaty benefits.
• Support year-end reporting and ensure audit-ready trails.
• Coordinate with Tax, Technology, and Client Service to resolve queries.

Skills

Data quality

SQL

Attention to detail

Regulatory knowledge (IRS)

Problem solving

Communication

Education

Bachelor’s degree in Accounting/Finance

Tools

Excel

Job description

Testing Site - JPMC is seeking a US Tax Withholding Associate to convert IRS rules into precise, audit-ready outcomes, driving accurate withholding and year‑end reporting at scale. The role partners across Tax, Technology, and Client Service to automate data quality, validate large datasets, and manage cross‑border withholding scenarios with attention to detail.

Candidates have 2+ years in securities services and a degree in Accounting/Finance, with strong analytical and communication skills to