Data Analyst - Information Reporting, Client Tax Associate

Sorry, this job was removed at 04:15 p.m. (CST) on Friday, Jul 25, 2025
Fort Worth, TX
Hybrid
Financial Services
We’re one of the world’s biggest technology-driven companies
The Role
Job Description
Are you looking for an exciting opportunity to join a dynamic and growing team in a fast-paced and challenging area? This unique opportunity will empower you to transform our operating environment while providing exposure to the breadth of services and products across the firm. Join our team and take your career to the next level!
As a Data Analyst - Information Reporting, Client Tax Associate within the Client Tax Operations team, you will utilize your expertise in intelligent automation to enhance information reporting support within Client Tax Operations. You will be instrumental in leading data-driven decision-making processes, ensuring adherence to tax regulations, and optimizing our tax operations through sophisticated data analytics. By leveraging intelligent automation tools such as Alteryx and Python, along with data visualization platforms like Tableau, you will enhance operational efficiency and strategic implementation. Your expertise will be vital in transforming and advancing our approach to tax management, driving innovation and excellence in compliance and reporting.
Job responsibilities
  • Collaborate with cross-functional teams to integrate data analytics, automation, and visualization into tax operations seamlessly
  • Provide data-driven insights to support tax planning, optimization initiatives, and regulatory compliance
  • Develop and maintain dashboards and reports using Tableau to monitor key performance indicators (KPIs) and operational metrics
  • Oversee the execution of 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 enhance data processing efficiency
  • Communicate complex data findings and recommendations to senior management and stakeholders in a clear and concise manner
  • 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

Required qualifications, capabilities, and skills
  • Bachelor's degree in Data Science, Statistics, Finance, Accounting, or a related field. Advanced degree (Master's or Ph.D.) preferred
  • Proficiency in data analysis tools and programming languages such as SQL, Python, R, and data visualization tools like Tableau
  • Experience with intelligent automation tools such as Alteryx
  • Advanced client service and communication skills
  • Excellent analytical, problem-solving, and critical-thinking skills
  • Experience working in a professional services firm or financial services firm

Preferred qualifications, capabilities, and skills
  • Experience with machine learning and advanced analytics techniques
  • Knowledge of financial systems and products
  • Knowledge of withholding and information reporting
  • Innovative mindset, driven to continuously improve processes
  • High-level knowledge of tax regulations and compliance requirements
  • Familiarity with internal custody systems and custody product knowledge is a plus

Optional additional information:
This position is not eligible for H1B or Sponsorship
About Us
JPMorganChase, 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 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
About the Team
J.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.

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The Company
HQ: New York, NY
289,097 Employees
Year Founded: 1799

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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