Tax Operations Analyst

Tax Operations Analyst Unlock your potential in a detail-driven operations role where your tax controls and analytical skills help deliver accurate, timely reporting and payments. As a Tax Operations Analyst in the Tax Operations team within Asset and Wealth Management, you reconcile the banking system with tax systems to support tax reporting across multiple markets. You review transaction activity for tax withholding, remittances, and reporting outputs while partnering with upstream teams to resolve breaks and improve data quality. You apply strong analytical judgment and clear communication to meet timeliness and accuracy standards as tax requirements evolve. Job Responsibilities: Reconcile the banking system with tax systems to support preparation and review of tax reports and gain/loss statements with limited supervision. Review transaction feeds across product and security types to validate tax withholding and remittances for markets including the United States, Belgium, Germany, and Sweden. Produce tax reporting outputs for markets including the United Kingdom, Indonesia, France, and Germany. Liaise with upstream operations teams to confirm transaction linkages, investigate breaks, and coordinate corrections. Interpret corporate events and fund-related movements and apply the impacts within tax systems. Monitor service level standards by tracking timeliness and accuracy of deliverables. Analyze transactional activity from a tax implications perspective and escalate risks and breaks as appropriate. Implement operational changes needed to support new or updated tax laws within defined procedures and controls. Maintain key performance indicators, standard operating procedures, and management information reporting to support day-to-day execution. Document recurring issues, root causes, and fixes to improve process clarity and reduce repeat breaks. Required qualifications, skills, and capabilities: Demonstrate experience performing reconciliations between source systems and downstream tax systems. Apply attention to detail to deliver accurate reporting, withholding reviews, and payment support. Review transactional activity across product and security types and identify potential tax impacts. Interpret corporate events and fund-related movements and reflect the impacts in operational processing. Communicate clearly in writing and verbally with upstream teams and stakeholders. Manage time effectively to meet timeliness and accuracy standards while handling multiple priorities. Solve problems by investigating breaks, validating transaction linkages, and supporting corrections. Collaborate effectively as a team player in a fast-paced operational environment. Use Microsoft Office tools including Excel, Word, and Access to support analysis and reporting. Preferred qualifications, skills, and capabilities: Demonstrate 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. 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.