Tax Operations Business Analyst

Posted 3 Hours Ago
2 Locations
Remote or Hybrid
Mid level
Financial Services
We’re one of the world’s biggest technology-driven companies
The Role
Analyze complex data, produce actionable reporting, and support automation and process improvements within Tax Documentation Operations. Partner with cross-functional stakeholders, assess risks and trade-offs, coordinate initiatives, and help improve operational outcomes. The role also involves coaching team members, supporting delivery and release processes, and applying AI tools and effective prompts to enhance analysis and decision-making.
Summary Generated by Built In

Help shape smarter, faster operations through data and automation. In this role, you will turn complex information into clear insights and practical improvements that make a measurable difference. You will work in a collaborative environment where your ideas, initiative, and problem-solving skills are valued. If you enjoy partnering across teams to drive change, this is a strong opportunity to grow your career.

As a Business Analysis Associate in the Tax Documentation Operations team, you will analyze complex data and help deliver automation and process improvements that strengthen operational outcomes. You will partner with cross-functional stakeholders to align priorities, support key initiatives, and improve the client experience. You will contribute to planning and execution, using sound judgment to manage risks and handle complex situations.

Job responsibilities
  • Analyze complex data sets from multiple sources to identify patterns and deliver clear, actionable reporting
  • Design and support automation opportunities to streamline workflows and improve operational efficiency
  • Coordinate with cross-functional teams to align goals, share knowledge, and support delivery of initiatives
  • Evaluate options and risks to support decision-making that improves departmental outcomes
  • Coach and support team members to promote ownership, accountability, and timely delivery
Required qualifications, capabilities and skills
  • 3 years of experience performing data analysis, including identifying patterns and producing insights through reporting
  • Experience designing, developing, or implementing automation solutions and process improvements
  • Experience collaborating with cross-functional stakeholders to deliver shared outcomes
  • Experience assessing operational risks, evaluating trade-offs, and supporting decisions with data and context
  • Experience coaching, mentoring, or delegating work to support team execution and development
  • Experience providing quality service through clear, timely, and professional communication
  • Knowledge of the software delivery lifecycle and experience working with industry-standard delivery methodologies
Preferred qualifications, capabilities and skills
  • Experience using artificial intelligence tools to enhance analysis, identify trends, and support decision-making
  • Experience implementing automation solutions to streamline business processes and improve efficiency
  • Experience applying customer service and conflict management skills to address stakeholder needs and resolve issues
  • Experience writing clear, effective prompts or instructions to guide analysis and improve consistency of outputs
  • Experience contributing to a collaborative team environment by sharing knowledge and supporting team initiatives
  • Experience supporting technology or process release management using common software applications and digital platforms
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 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. 

Skills Required

  • 3 years of experience performing data analysis, identifying patterns, and producing insights through reporting
  • Experience designing, developing, or implementing automation solutions and process improvements
  • Experience collaborating with cross-functional stakeholders to deliver shared outcomes
  • Experience assessing operational risks, evaluating trade-offs, and supporting decisions with data and context
  • Experience coaching, mentoring, or delegating work to support team execution and development
  • Experience providing quality service through clear, timely, and professional communication
  • Knowledge of the software delivery lifecycle and experience with industry-standard delivery methodologies
  • Experience using artificial intelligence tools to enhance analysis, identify trends, and support decision-making
  • Experience implementing automation solutions to streamline business processes and improve efficiency
  • Experience applying customer service and conflict management skills to address stakeholder needs and resolve issues
  • Experience writing clear, effective prompts or instructions to guide analysis and improve consistency of outputs
  • Experience contributing to a collaborative team environment by sharing knowledge and supporting team initiatives
  • Experience supporting technology or process release management using common software applications and digital platforms

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.

  • 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.
  • 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.
  • 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

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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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