Help deliver accurate, timely year-end tax reporting in a fast-paced, high-volume operations environment. In this role, you will coordinate deliverables, validate complex datasets, investigate exceptions, and strengthen reporting controls. You will partner with stakeholders across operations, reporting, and technology to improve efficiency and reporting readiness.
As a Client Tax Operations Manager, Senior Associate in the Client tax operations team, you will support execution of the annual year-end tax reporting program by coordinating deliverables, performing data validations and exception analysis, and supporting process improvements. You will help ensure reporting deliverables are completed on time, accurately, and completely, and that processes align with Internal Revenue Service requirements and internal standards. You will succeed by combining strong analytical execution, attention to detail, and the ability to manage multiple priorities in a deadline-driven environment.
Job responsibilities- Support planning and execution of the annual year-end tax reporting program, including deliverables tracking and readiness activities
- Coordinate cross-functional deliverables, identify risks and issues, and escalate with recommended corrective actions and recovery plans
- Perform data validations, reconciliations, and quality checks to support reporting accuracy and completeness across multiple business areas
- Use advanced Microsoft Excel and Alteryx to prepare, analyze, and quality-check large datasets and identify trends, anomalies, and potential reporting gaps
- Produce stakeholder-ready status reporting and analysis outputs, including written summaries and visual formats as needed
- Investigate exceptions, complete root-cause analysis, and partner with reporting and operations teams to drive timely remediation ahead of reporting deadlines
- Monitor Internal Revenue Service reporting requirements and regulatory changes and support implementation activities and updates to controls and documentation
- Maintain and update procedures, job aids, and control documentation to reflect system and process changes and support consistent execution
- Support exception reporting by assisting with intake and requirements, user acceptance testing support, release readiness, and ongoing enhancements in partnership with technology teams
- Identify and advance process improvement and automation opportunities that enhance accuracy, control strength, and operational efficiency
- 4 years of experience in tax reporting operations, consumer lending or servicing operations, collections operations, or a data and controls-focused operations role
- Demonstrated ability to coordinate cross-functional deliverables accurately and on time
- Advanced skills in Microsoft Excel, such as pivot tables, complex formulas, and reconciliation methods
- Proficiency in Alteryx, including building repeatable workflows for data preparation, validation, and analysis
- Demonstrated ability to manage large datasets with strong attention to detail and data quality discipline
- Strong analytical, problem-solving, investigative, and root-cause analysis skills
- Strong verbal and written communication skills, including the ability to communicate findings, impacts, and next steps to stakeholders
- Ability to manage multiple priorities simultaneously in a deadline-driven environment and work independently with high accuracy
- Proficiency in Microsoft Word and Microsoft PowerPoint for documentation and stakeholder communications
- Ability to organize, prioritize, and re-prioritize work as needed to meet deadlines
- Experience supporting year-end tax reporting programs and related reporting deliverables, such as Forms 1098, 1099, and Form 1042-S
- Experience supporting more than one operations function or business area
- Experience with automation and workflow tools to support validation and process efficiency, such as UiPath
- Experience supporting reporting change implementation, controls documentation, and operating procedures in a regulated environment
- Developing experience using artificial intelligence-powered analytics, workflow automation, or intelligent process tools to drive efficiency gains, reduce manual effort, or improve accuracy in operational processes
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
Skills Required
- 4 years of experience in tax reporting operations, consumer lending or servicing operations, collections operations, or data and controls-focused operations
- Ability to coordinate cross-functional deliverables accurately and on time
- Advanced Microsoft Excel skills, including pivot tables, complex formulas, and reconciliation methods
- Proficiency in Alteryx, including repeatable workflows for data preparation, validation, and analysis
- Experience managing large datasets with strong attention to detail and data quality discipline
- Strong analytical, problem-solving, investigative, and root-cause analysis skills
- Strong verbal and written communication skills
- Ability to manage multiple priorities independently in a deadline-driven environment with high accuracy
- Proficiency in Microsoft Word and Microsoft PowerPoint
- Ability to organize, prioritize, and reprioritize work to meet deadlines
- Experience supporting year-end tax reporting programs and Forms 1098, 1099, or 1042-S
- Experience supporting multiple operations functions or business areas
- Experience with automation and workflow tools such as UiPath
- Experience supporting reporting change implementation, controls documentation, and operating procedures in a regulated environment
- Developing experience using AI-powered analytics, workflow automation, or intelligent process tools
JPMorganChase Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about JPMorganChase and has not been reviewed or approved by JPMorganChase.
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Healthcare Strength — Health coverage is considered comprehensive, including medical, dental, and vision, alongside wellness and mental health resources. Some locations add onsite health centers and related wellbeing support.
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Retirement Support — Retirement offerings include a 401(k)-type savings plan and related financial benefits, with options such as employee stock purchase participation. Financial planning resources are also highlighted to support long-term savings.
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Parental & Family Support — Paid parental leave of 16 weeks for birth or adoption is available for all parents. Child care and back-up child care resources further reinforce family support.
JPMorganChase Insights
What We Do
JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $3.7 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world’s most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands. Technology fuels every aspect of our company and is at the heart of everything we do. With over 50,000 technologists globally and an annual tech spend of $12 billion, we are dedicated to improving the design, analytics, development, coding, testing and application programming that goes into creating high quality software and new products. Learn more about technology at our firm, explore resources from our Distinguished Engineers, AI & ML researchers, and other experts; access the latest episode of our TechTrends podcast, and more at www.jpmorgan.com/technology. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com. ©2023 JPMorgan Chase & Co. All rights reserved. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans.
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