Data Analyst – Information Reporting, Client Tax Associate

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

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 ar