Apply on Employer Site

JPMorganChase · 18 hours ago

Client Tax Operations Strategic Analyst

Newark, DE

Full-time

Onsite

Mid Level

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers and businesses. As a Client Tax Operations Strategic Analyst, you will leverage data and automation to optimize tax reporting and compliance processes while collaborating with cross-functional teams and developing dashboards to monitor key performance indicators.

Asset ManagementBankingFinancial Services

Growth Opportunities

No H1B

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

Qualification

Data analysisAutomation toolsSQLPythonTableauAlteryxMachine learningFinancial systems knowledgeTax regulations knowledgeAnalytical skillsClient service skillsCommunication skillsProblem-solving skillsCritical-thinking skillsSelf-motivatedFast-paced environment

Required

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

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

Benefits

Comprehensive health care coverage

On-site health and wellness centers

A retirement savings plan

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching

Company

JPMorganChase

Glassdoor4.0

With a history tracing its roots to 1799 in New York City, JPMorganChase is one of the world's oldest, largest, and best-known financial institutions—carrying forth the innovative spirit of our heritage firms in global operations across 100 markets.

Founded in 2000