Client Tax Operations Associate

JPMorganChase•Newark, NJ

About The Position

The Client Tax Operations Associate is part of the Brokerage Operations team and supports accurate United States information reporting and withholding processes for clients. The role analyzes data, executes controls, and identifies opportunities to improve efficiency through process enhancements and automation. It works with cross-functional partners to deliver reliable outcomes and a strong client experience in a fast-paced operations environment.

Requirements

Bachelor’s degree in finance, accounting, business, data analytics, or a related field, or equivalent practical experience.
Proficiency in Microsoft Excel, including functions, lookups, and pivot tables.
Ability to learn data analytics and automation tools, such as Alteryx and SQL, as required.
Ability to analyze datasets, identify exceptions, and clearly document findings with attention to detail.
Ability to follow standardized procedures and maintain controlled execution with clear evidence and audit trails.
Ability to prioritize daily deliverables, manage exceptions, and escalate appropriately.
Effective written and verbal communication skills for partnering across teams.
Commitment to learning and applying changing regulatory or policy requirements relevant to the role.
Demonstrated problem-solving skills, including root-cause analysis and identifying preventive actions.
Demonstrated ability to learn quickly in a fast-paced environment.

Nice To Haves

Experience supporting United States tax operations, information reporting, withholding, or cost basis processing.
Experience with reconciliation practices and control frameworks in an operations environment, including documenting procedures or contributing to process improvement initiatives.
Exposure to dashboard or operational-metric design for monitoring service performance, workflow tools, and/or basic data querying.
Five or more years of experience delivering intelligent automation and business analysis, or equivalent experience.
Developing experience using AI-powered analytics, workflow automation, or intelligent process tools to improve efficiency, reduce manual effort, or improve accuracy in operational processes.

Responsibilities

Analyze financial and transactional data relevant to United States information reporting and withholding.
Build and maintain reports monitoring data accuracy, timeliness, and exceptions.
Identify trends and discrepancies, document findings, and recommend remediation actions.
Execute standardized workflows for cost basis processing and related reconciliations.
Perform daily controls, manage exceptions, and resolve breaks while maintaining clear audit trails.
Track key performance indicators and service-level commitments, escalating risks as needed.
Apply applicable tax rules and industry standards to support ongoing compliance.
Support automation and process improvement initiatives by drafting queries, assisting with workflow design, and participating in testing.
Reconcile data across systems, investigate root causes of discrepancies, and implement preventive actions.
Collaborate with cross-functional partners to communicate insights, changes, and operational updates.