Client Tax Senior Associate

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.

• 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 escalates 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

• 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 escalates 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

• 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

JPMorgan

Chase, 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,…