Client Tax Analyst - Documentation & Onboarding

Help deliver a seamless client onboarding experience while supporting global tax compliance. In this role, you will validate tax documentation, maintain high-quality tax data, and improve operational outcomes through disciplined execution and smart automation. You will join a collaborative team focused on risk management, continuous improvement, and service excellence. Your work will directly support accurate tax treatment and strong client outcomes.

As a Client Tax Analyst - Documentation and Onboarding in International Tax Operations, you will manage tax onboarding activities and validate client tax documentation to support compliant processing and a strong client experience. You will work with partners across operations, product, technology, controls, and compliance to keep processes scalable, consistent, and well-controlled. We value accuracy, thoughtful risk escalation, and a data-driven approach to improving how we deliver.

Job responsibilities

• Process client onboarding activities from a tax documentation and data perspective
• Validate client tax documentation accurately and within defined service timelines
• Review documentation for completeness and alignment to applicable tax requirements
• Maintain and update tax-related client data to support accuracy and integrity
• Partner with global teams to ensure consistent processing and handoffs
• Identify process gaps, inefficiencies, and recurring documentation issues
• Implement or support automation solutions that reduce manual effort and errors
• Perform routine data analysis to support documentation, controls, and compliance needs
• Monitor process controls and escalate issues and risks in a timely manner
• Track work against service level expectations and manage competing priorities
• Document procedures and contribute to continuous improvement of operating practices

Required qualifications, capabilities, and skills

• Demonstrated administrative and organizational capability in an operations environment
• Proven ability to deliver high-accuracy work with strong attention to detail
• Ability to review and validate client documentation against defined requirements
• Ability to analyze data, identify exceptions, and communicate findings clearly
• Client service mindset with a focus on timely, high-quality delivery
• Ability to plan, prioritize, and meet deadlines in a high-volume workflow
• Ability to manage multiple tasks simultaneously while maintaining quality
• Demonstrated risk awareness, sound judgment, and timely escalation of issues
• Clear written and verbal communication skills for internal partner engagement
• Proficiency with spreadsheets and basic data tools used for tracking and analysis
• Ability to collaborate effectively across functions and global teams

Preferred qualifications, capabilities, and skills

• Experience in tax operations, client onboarding, or documentation processing
• Familiarity with tax documentation workflows supporting withholding or preferential tax treatment
• Developing experience using AI-powered analytics, workflow automation, or intelligent process tools to drive efficiency gains, reduce manual effort, or improve accuracy in operational processes
• Experience working with global stakeholders across time zones and functions
• Demonstrated focus on data quality management and control-minded processing
• Familiarity with regulated operating environments and related control practices
• Experience using workflow, case management, or ticketing tools to manage tasks and service levels

About UsJ.P. Morgan is a global leader in financial services, providing strategic advice and products to the world’s most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.
About the TeamJ.P. Morgan’s Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.