JPMorgan Chase & Co.
Are you passionate about leveraging data and automation to drive operational excellence? As a Data Analyst in Client Tax Operations, you will play a pivotal role in transforming tax reporting and withholding processes. You will collaborate with cross‑functional teams, utilize advanced analytics and automation tools, and help ensure compliance with tax regulations. This role offers opportunities for professional growth, exposure to innovative technologies, and the chance to make a meaningful impact. Join us and be part of a team that values accuracy, innovation, and continuous improvement.
As a Client Tax Operations Strategic Analyst within the Information Reporting, Client Tax Operations team, you will automate and optimize reporting and withholding processes using tools such as Alteryx, Python, and Tableau. You will collaborate with product, technology, and corporate tax advisory teams to integrate analytics and automation into daily operations. Your expertise will support tax planning, compliance, and process improvement initiatives. You will develop and maintain dashboards to monitor key performance indicators and ensure data quality and integrity. Your ability to communicate complex findings and drive innovation will be essential to the team’s success.
Job responsibilities
Collaborate with cross‑functional teams to integrate data analytics, automation, and visualization into tax operations
Provide data‑driven insights to support tax planning, optimization initiatives, and regulatory compliance
Develop and maintain dashboards and reports using Tableau to monitor KPIs and operational metrics
Oversee daily reporting activities and manage relationships with product, technology, and corporate tax advisory teams
Identify opportunities for process improvements and automation to enhance tax reporting and compliance
Utilize intelligent automation tools such as Alteryx to streamline data workflows and improve efficiency
Communicate complex data findings and recommendations to senior management and stakeholders
Establish and enforce data governance policies and procedures to ensure data integrity, accuracy, and security
Implement data quality controls and perform regular audits to maintain high standards of data quality
Support the implementation of new analytics and automation initiatives
Contribute to a culture of innovation, accuracy, and continuous improvement
Required qualifications, capabilities, and skills
Bachelor’s degree in Data Science, Statistics, Finance, Accounting, or a related field
Proficiency in data analysis tools and programming languages such as SQL, Python, R, and Tableau
Experience with intelligent automation tools such as Alteryx
High level client service and communication skills
Excellent analytical, problem‑solving, and critical‑thinking skills
Familiarity with internal custody systems and custody product knowledge is a plus
Experience working in a professional services or financial services firm
Ability to manage multiple tasks and prioritize effectively
Commitment to data integrity and operational excellence
Self‑motivated and able to work in a fast‑paced environment
Ability to communicate complex concepts clearly to stakeholders
Preferred qualifications, capabilities, and skills
Experience with machine learning and advanced analytics techniques; advanced degree preferred
Knowledge of financial systems and products
Knowledge of withholding and information reporting
Innovative mindset, driven to continuously improve processes
Robust knowledge of tax regulations and compliance requirements
Advanced proficiency in data visualization and automation tools
Demonstrated commitment to diversity, equity, and inclusion
This position is not eligible for H1B or Sponsorship
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As a Client Tax Operations Strategic Analyst within the Information Reporting, Client Tax Operations team, you will automate and optimize reporting and withholding processes using tools such as Alteryx, Python, and Tableau. You will collaborate with product, technology, and corporate tax advisory teams to integrate analytics and automation into daily operations. Your expertise will support tax planning, compliance, and process improvement initiatives. You will develop and maintain dashboards to monitor key performance indicators and ensure data quality and integrity. Your ability to communicate complex findings and drive innovation will be essential to the team’s success.
Job responsibilities
Collaborate with cross‑functional teams to integrate data analytics, automation, and visualization into tax operations
Provide data‑driven insights to support tax planning, optimization initiatives, and regulatory compliance
Develop and maintain dashboards and reports using Tableau to monitor KPIs and operational metrics
Oversee daily reporting activities and manage relationships with product, technology, and corporate tax advisory teams
Identify opportunities for process improvements and automation to enhance tax reporting and compliance
Utilize intelligent automation tools such as Alteryx to streamline data workflows and improve efficiency
Communicate complex data findings and recommendations to senior management and stakeholders
Establish and enforce data governance policies and procedures to ensure data integrity, accuracy, and security
Implement data quality controls and perform regular audits to maintain high standards of data quality
Support the implementation of new analytics and automation initiatives
Contribute to a culture of innovation, accuracy, and continuous improvement
Required qualifications, capabilities, and skills
Bachelor’s degree in Data Science, Statistics, Finance, Accounting, or a related field
Proficiency in data analysis tools and programming languages such as SQL, Python, R, and Tableau
Experience with intelligent automation tools such as Alteryx
High level client service and communication skills
Excellent analytical, problem‑solving, and critical‑thinking skills
Familiarity with internal custody systems and custody product knowledge is a plus
Experience working in a professional services or financial services firm
Ability to manage multiple tasks and prioritize effectively
Commitment to data integrity and operational excellence
Self‑motivated and able to work in a fast‑paced environment
Ability to communicate complex concepts clearly to stakeholders
Preferred qualifications, capabilities, and skills
Experience with machine learning and advanced analytics techniques; advanced degree preferred
Knowledge of financial systems and products
Knowledge of withholding and information reporting
Innovative mindset, driven to continuously improve processes
Robust knowledge of tax regulations and compliance requirements
Advanced proficiency in data visualization and automation tools
Demonstrated commitment to diversity, equity, and inclusion
This position is not eligible for H1B or Sponsorship
#J-18808-Ljbffr