{"id":3447146,"url":"https://alion.io/job/jpmorganchase-client-tax-operations-associate","title":"Client Tax Operations Associate","company":{"id":257,"name":"JPMorganChase","domain":"jpmorganchase.com","url":"https://alion.io/company/jpmorganchase","size_band":"5000+","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Oracle","truth_index":{"grade":"A","score":90,"open_postings":1151,"ghost_share":0.01,"stale_share":0.533,"repost_share":0.06,"time_to_fill_p50_days":12,"computed_at":"2026-10-30T05:48:23Z"}},"role":"Finance","role_family":"Finance","seniority":"senior","employment_type":null,"work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Newark, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":{"min_usd":116000,"max_usd":222000,"period":"year","method":"role_seniority_country_remote_cell","sample_n":5022},"experience_years_min":5,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Alteryx","optional":false},{"name":"Microsoft Excel","optional":false},{"name":"SQL","optional":false}],"status":"live","first_seen_at":"2026-10-27T16:30:19Z","employer_posted_date":"2026-10-27","last_verified_at":"2026-10-30T22:23:31Z","board_verified":true,"closed_at":null,"days_open":3,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":3},"description":"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.\nAs a Client Tax Operations Associate in the Brokerage Operations team, you will support accurate United States information reporting and withholding processes for our clients. You will analyze data, execute controls, and help identify opportunities to improve efficiency through process enhancements and automation. Working closely with partners across teams, you will help deliver reliable outcomes and a strong client experience.\nJob responsibilities\nAnalyze financial and transactional data relevant to United States information reporting and withholding\nBuild and maintain reports that monitor data accuracy, timeliness, and exceptions\nIdentify trends and discrepancies, document findings, and recommend remediation actions\nExecute standardized workflows for cost basis processing and related reconciliations\nPerform daily controls, manage exceptions, and resolve breaks with clear audit trails\nTrack key performance indicators and service level commitments, escalating risks as needed\nApply applicable tax rules and industry standards to support ongoing compliance\nSupport automation and process improvement initiatives by drafting queries, assisting with workflow design, and participating in testing\nReconcile data across systems, investigate root causes of discrepancies, and implement preventive actions\nCollaborate with cross-functional partners to communicate insights, changes, and operational updates\nRequired qualifications, capabilities and skills\nBachelor’s degree in finance, accounting, business, data analytics, or a related field (or equivalent practical experience)\nProficiency in Microsoft Excel, including functions, lookups, and pivot tables\nAbility to learn data analytics and automation tools (e.g., Alteryx, SQL) as required for the role\nAbility to analyze datasets, identify exceptions, and document findings clearly with attention to detail\nAbility to follow standardized procedures and maintain well-controlled execution with clear evidence and audit trails\nAbility to prioritize daily deliverables, manage exceptions, and escalate appropriately\nEffective written and verbal communication skills for partnering across teams\nCommitment to learning and applying changing regulatory or policy requirements relevant to the role\nDemonstrated problem-solving skills, including root-cause analysis and preventive action identification\nDemonstrated ability to learn quickly in a fast-paced environment\nPreferred qualifications, capabilities and skills\nExperience supporting United States tax operations, information reporting, withholding, or cost basis processing\nExperience with reconciliation practices and control frameworks in an operations environment, including documenting procedures or contributing to process improvement initiatives\nExposure to dashboards or operational metrics design to monitor service performance and experience with workflow tools and/or basic data querying\n5+ years of experience delivering intelligent automation and business analysis (or equivalent experience)\nDeveloping experience using AI-powered analytics, workflow automation, or intelligent process tools to drive efficiency gains, reduce manual effort, or improve accuracy in operational 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