Client Tax Operations Strategic Analyst

Are you passionate about leveraging data and automation to drive operational excellence? As a Data Analyst in Client Tax Operations, you will play a pivotal role in transforming tax reporting and withholding processes. You will collaborate with cross‑functional teams, utilize advanced analytics and automation tools, and help ensure compliance with tax regulations. This role offers opportunities for professional growth, exposure to innovative technologies, and the chance to make a meaningful impact.

Join us and be part of a team that values accuracy, innovation, and continuous improvement.

As a Client Tax Operations Strategic Analyst within the Information Reporting, Client Tax Operations team, you will automate and optimize reporting and withholding processes using tools such as Alteryx, Python, and Tableau. You will collaborate with product, technology, and corporate tax advisory teams to integrate analytics and automation into daily operations. Your expertise will support tax planning, compliance, and process improvement initiatives.

You will develop and maintain dashboards to monitor key performance indicators and ensure data quality and integrity. Your ability to communicate complex findings and drive innovation will be essential to the team's success.

• Collaborate with cross‑functional teams to integrate data analytics, automation, and visualization into tax operations
• Provide data‑driven insights to support tax planning, optimization initiatives, and regulatory compliance
• Develop and maintain dashboards and reports using Tableau to monitor KPIs and operational metrics
• Oversee 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 improve efficiency
• Communicate complex data findings and recommendations to senior management and stakeholders
• 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
• Support the implementation of new analytics and automation initiatives
• Contribute to a culture of innovation, accuracy, and continuous improvement

• Bachelor's degree in Data Science, Statistics, Finance, Accounting, or a related field
• Proficiency in data analysis tools and programming languages such as SQL, Python, R, and Tableau
• Experience with intelligent automation tools such as Alteryx
• High level client service and communication skills
• Excellent analytical, problem‑solving, and critical‑thinking skills
• Familiarity with internal custody systems and custody product knowledge is a plus
• Experience working in a professional services or financial services firm
• Ability to manage multiple tasks and prioritize effectively
• Commitment to data integrity and operational excellence
• Self‑motivated and able to work in a fast‑paced environment
• Ability to communicate complex concepts clearly to stakeholders

• Experience with machine learning and advanced analytics techniques; advanced degree preferred
• Knowledge of financial systems and products
• Knowledge of withholding and information reporting
• Innovative mindset, driven to continuously improve processes
• Robust knowledge of tax regulations and compliance requirements
• Advanced proficiency in data visualization and automation tools
• Demonstrated commitment to diversity, equity, and inclusion

This position is not eligible for H1B or Sponsorship

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…