Make an impact in a role where accuracy, curiosity, and continuous improvement matter. You will help protect data integrity and support compliant client reporting in a fast-paced operations environment. Join a team that values learning, collaboration, and well-controlled execution.
As a Client Tax Operations Associate in Brokerage Operations, you play a vital role in supporting accurate United States information reporting and withholding processes for our clients. You analyze data, execute controls, and help identify opportunities to improve efficiency through process enhancements and automation. Working closely with partners across teams, you help deliver reliable outcomes and a strong client experience.
Job responsibilities
- Analyze financial and transactional data relevant to United States information reporting and withholding
- Build and maintain reports that monitor data accuracy, timeliness, and exceptions
- Identify trends and discrepancies, document findings, and recommend remediation actions
- Execute standardized workflows for cost basis processing and related reconciliations
- Perform daily controls, manage exceptions, and resolve breaks with clear audit trails
- Track key performance indicators and service level commitments and escalate risks as needed
- Apply applicable tax rules and industry standards to support ongoing compliance
- Support automation and process improvement initiatives by drafting queries, assisting with workflow design, and participating in testing
- Reconcile data across systems, investigate root causes of discrepancies, and implement preventive actions
- Collaborate with cross-functional partners to communicate insights, changes, and operational updates
Required qualifications, capabilities, and skills
- Bachelor’s degree in Finance, Accounting, Business, Data Analytics, or a related field (or equivalent practical experience)
- 5+ years of experience in delivering intelligent automation and business analysis or equivalent experience
- Proficiency with Microsoft Excel, including functions, lookups, and pivot tables
- Ability to learn data analytics and automation tools such as Alteryx and SQL
- Ability to analyze datasets, identify exceptions, and document findings clearly with attention to detail
- Ability to follow standardized procedures and maintain well-controlled execution with clear evidence and audit trails
- Ability to prioritize daily deliverables, manage exceptions, and escalate appropriately
- Effective written and verbal communication skills for partnering across teams
- Commitment to learning and applying changing regulatory or policy requirements relevant to the role
- Demonstrated problem-solving ability and intellectual curiosity
- Drive to learn quickly in a fast-paced environment
Preferred qualifications, capabilities, and skills
- Experience supporting United States tax operations, information reporting, withholding, or cost basis processing
- Familiarity with reconciliation practices and control frameworks in an operations environment
- 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 documenting procedures or contributing to process improvement initiatives
- Exposure to dashboards or operational metrics design to monitor service performance
- Preferred experience supporting more than one CCB Operations Function/Line of Business
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
- Bachelor's degree in Finance, Accounting, Business, Data Analytics, or a related field, or equivalent practical experience
- 5+ years of experience delivering intelligent automation and business analysis, or equivalent experience
- Proficiency with Microsoft Excel, including functions, lookups, and pivot tables
- Ability to learn data analytics and automation tools such as Alteryx and SQL
- Ability to analyze datasets, identify exceptions, and document findings clearly with attention to detail
- Ability to follow standardized procedures and maintain controlled execution with evidence and audit trails
- Ability to prioritize daily deliverables, manage exceptions, and escalate appropriately
- Effective written and verbal communication skills for cross-functional collaboration
- Commitment to learning and applying changing regulatory or policy requirements
- Demonstrated problem-solving ability and intellectual curiosity
- Drive to learn quickly in a fast-paced environment
- Experience supporting U.S. tax operations, information reporting, withholding, or cost basis processing
- Familiarity with reconciliation practices and control frameworks in an operations environment
- Experience using AI-powered analytics, workflow automation, or intelligent process tools
- Experience documenting procedures or contributing to process improvement initiatives
- Exposure to dashboards or operational metrics design
- Experience supporting more than one CCB Operations function or line of business
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
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