Make your mark by helping deliver accurate, compliant reporting outcomes that protect customers and the firm. In this role, you will connect business needs to technology delivery through clear requirements, disciplined testing, and evidence-based validation. You will work with cross-functional partners to surface defects early, improve data quality, and accelerate remediation. If you enjoy owning execution details while keeping an end-to-end view, this role offers meaningful impact and variety.
Job summary
As a Business Analyst, Tax Reporting and Withholding in our Tax reporting and withholding team, you will translate business needs into clear requirements and validate solutions through hands-on testing and evidence capture. You will partner closely with Technology, Operations, and business stakeholders to confirm calculations, data integrity, and system outputs align with approved requirements. You will help drive timely remediation of defects and support continuous improvement initiatives.
Job responsibilities
- Elicit, document, and maintain business requirements and end-to-end process flows
- Create and maintain process documentation to support delivery and steady-state operations
- Develop testing deliverables for new functionality and enhancements, including test plans, test cases, and test scripts
- Execute tests, document results, and produce complete, audit-ready testing evidence
- Validate data integrity, system outputs, and critical calculations against approved requirements
- Identify, log, and escalate defects and data-quality concerns, and support triage and remediation activities
- Coordinate re-testing cycles and confirm resolution outcomes meet defined acceptance criteria
- Partner with Technology, Operations, and business stakeholders to refine requirements and resolve issues
- Maintain job aids, procedures, and required supporting documentation
- Monitor and communicate testing status, risks, and outcomes using standard tracking tools
- Identify opportunities to improve quality and efficiency, including process and automation improvements
Required qualifications, capabilities and skills
- Experience eliciting and documenting business requirements and end-to-end process flows
- Experience creating and maintaining process documentation in a regulated or control-focused environment
- Experience designing and maintaining test plans, test cases, and test scripts for system changes and enhancements
- Experience executing tests end-to-end, documenting results, and capturing clear supporting evidence
- Ability to validate data integrity, system outputs, and calculations against approved requirements
- Ability to identify, document, and communicate defects and data-quality issues through to resolution
- Proficiency with Microsoft Excel, Word, PowerPoint, and SharePoint
- Effective written and verbal communication skills, including the ability to align cross-functional stakeholders
- Ability to manage competing priorities, meet deadlines, and adapt in a changing environment
- Ability to work independently with limited day-to-day supervision while collaborating effectively in a team
Preferred qualifications, capabilities and skills
- Knowledge of deposit products and/or deposit operations
- Experience supporting account opening, customer servicing, or deposit operations platforms
- Familiarity with tax reporting and withholding processes and related controls
- Experience with reporting, reconciliation, and/or regulatory-driven processes
- Experience supporting multiple concurrent projects or initiatives
- Exposure to testing governance practices, including evidence standards and audit readiness expectations
All application requirements (including updated resume - please include specifics of your career) should be posted, submitted and completed in the Oracle tool.
About UsJPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
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.
Skills Required
- Experience eliciting and documenting business requirements and end-to-end process flows
- Experience creating and maintaining process documentation in a regulated or control-focused environment
- Experience designing and maintaining test plans, test cases, and test scripts for system changes and enhancements
- Experience executing tests end-to-end, documenting results, and capturing clear supporting evidence
- Ability to validate data integrity, system outputs, and calculations against approved requirements
- Ability to identify, document, and communicate defects and data-quality issues through to resolution
- Proficiency with Microsoft Excel, Word, PowerPoint, and SharePoint
- Effective written and verbal communication skills, including the ability to align cross-functional stakeholders
- Ability to manage competing priorities, meet deadlines, and adapt in a changing environment
- Ability to work independently with limited day-to-day supervision while collaborating effectively in a team
- Knowledge of deposit products and/or deposit operations
- Experience supporting account opening, customer servicing, or deposit operations platforms
- Familiarity with tax reporting and withholding processes and related controls
- Experience with reporting, reconciliation, and/or regulatory-driven processes
- Experience supporting multiple concurrent projects or initiatives
- Exposure to testing governance practices, including evidence standards and audit readiness expectations
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 — Medical, dental, vision, and mental-health coverage are broad, with wellness incentives, on-site or virtual care, and an EAP offering coaching and counseling. Plan materials emphasize accessible options, including multiple medical choices and tools to manage costs.
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Parental & Family Support — Paid parental leave extends up to 16 weeks for all parents, supplemented by paid Critical Caregiver Leave. Family resources include backup childcare via Bright Horizons, lactation support and milk-shipping, family-building assistance, and even a free five-month SNOO rental for newborns.
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Retirement Support — Retirement programs include a 401(k) with an annual company match and automatic pay credits for most employees, with a legacy pension available to earlier hires. An Employee Stock Purchase Plan at a 5% discount further supports long-term savings.
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.
Why Work With Us
Our technologists work on a diverse range of solutions that include strategic technology initiatives, big data, mobile, electronic payments, machine learning, cybersecurity, enterprise cloud development, and other state-of-the-art technologies.
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