Client Tax Analyst

Join a high-performing team ensuring accurate and timely global tax processing for corporate events across 90+ markets.

As a Tax Operations Associate within the Client Tax Operations Utility team, you support daily tax processing for the Asset Servicing team, ensuring compliance and accuracy in a fast-paced environment. You will collaborate with internal clients, client service teams, and relationship managers to deliver high-quality service and meet regulatory requirements. Your role demands strong capital markets knowledge, effective teamwork, and the ability to manage deadlines under pressure.

Job Responsibilities

• Process transactions accurately in line with Standard Operating Procedures, ensuring error-free execution.
• Prepare and report cost basis transactions to the IRS and generate 1099 reports for regulators and clients.
• Adhere to FATCA and US Tax regimes, maintaining compliance with all relevant regulations.
• Partner closely with extended teams within Tax Operations and other departments such as Client Services, Product, and Technology.
• Identify and escalate errors or exceptions promptly, ensuring issues are addressed and resolved.
• Respond to queries and complaints, providing clear and timely communication to stakeholders.
• Maintain audit focus in all business-as-usual activities, complying with firm policies and procedures.

Required Qualifications, Skills And Capabilities

• Commerce graduate with a strong academic record and minimum 3 years of work experience.
• Proficiency in Microsoft Office products, including Excel, Word, PowerPoint, and Access.
• Excellent oral and written communication skills, with the ability to work under pressure and meet deadlines.
• Strong analytical skills, attention to detail, and the ability to resolve complex issues independently.

Preferred Qualifications, Skills And Capabilities

• Ability to quickly grasp new concepts and procedures.
• Effective problem-solving and time management skills.
• Experience working independently in a deadline-driven environment.
• Demonstrated ability to assess situations and implement process efficiencies in a controlled manner.

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 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.