Client Tax Associate

Join a high-impact operations team that delivers critical tax reporting for clients and regulators globally. Lead end-to-end production with strong governance, quality, and control discipline. Drive smarter, faster delivery through process improvement and automation.

As a Tax Reporting Operations Associate within Tax Reporting Operations, you lead the day-to-day production of U.S. and international tax reporting outputs across multiple regimes. You ensure accurate, timely, and well-controlled reporting through rigorous validation, reconciliation, and audit-ready documentation. You partner across Operations, Tax, Compliance, Technology, and Data to resolve breaks, manage change, and advance automation and continuous improvement.

Job Responsibilities

• Manage daily tax reporting operations across 1099, 1042-S, FATCA, CRS, BBSI, and USWA activities.
• Own end-to-end production and delivery of tax reporting outputs to meet accuracy, completeness, and timeliness standards.
• Oversee data validation and QA routines, including exception monitoring, reconciliations, and upstream input verification.
• Maintain a strong control environment through documented procedures, evidence retention, and audit-ready artifacts.
• Coordinate internal and regulatory reporting requirements by managing inputs, resolving breaks, and meeting deadlines.
• Advise as an SME on CRS requirements and U.S. tax documentation (W-9 and W-8 series) impacts to onboarding and refresh cycles.
• Drive root-cause analysis and defect elimination to reduce rework and prevent recurring issues.
• Standardize workflows and operating procedures to improve consistency, governance, and execution quality.
• Implement automation and control enhancements to reduce manual touchpoints and strengthen end-to-end reporting.
• Partner with Operations, Tax, Compliance, Technology, and Data teams to deliver change and manage escalations.
• Leverage tools such as Alteryx, Python, and Tableau to produce insights, dashboards, and operational reporting.

Required qualifications, capabilities and skills

• Demonstrate experience of at least 4 years managing tax reporting operations across U.S. and international regimes (1099, 1042-S, FATCA, CRS).
• Apply strong working knowledge of CRS requirements and U.S. tax documentation standards (W-9 and W-8 series forms).
• Execute time-sensitive production processes with high accuracy and strong attention to detail.
• Operate with a strong risk and control mindset in regulated environments, including reconciliations, QA, and governance.
• Deliver process improvement through root-cause analysis, standardization, and automation/control uplift.
• Communicate effectively across stakeholders and escalate issues with clarity and appropriate urgency.
• Analyze operational data to investigate exceptions/breaks and validate reporting outputs and metrics.

Preferred qualifications, capabilities and skills

• Bring exposure to BBSI and/or USWA reporting activities.
• Lead teams directly or through matrixed structures to prioritize work and meet deadlines.
• Build control evidence packs and remediation tracking suitable for audit and regulatory review.
• Design automated exception monitoring and reconciliation routines to reduce defect leakage.
• Create dashboards and management reporting in Tableau to monitor timeliness, quality, and risk indicators.
• Develop repeatable workflows in Alteryx and/or Python to reduce manual processing and improve traceability.
• Influence cross-functional delivery across Operations, Tax, Compliance, Technology, and Data to improve end-to-end service.

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.