Tax Analyst - Client Tax Reporting and Reconciliation

Client Tax Analyst

 

Deliver accurate tax reporting and reconciliation for multiple global markets. Ensure compliance and efficiency in tax operations.

 

Job Summary 

As a Tax Operations Team Member within the IPB Tax team, you reconcile banking and tax systems to produce tax reports for UK, Indonesia, France, and Germany. You review transaction feeds, manage tax withholding and payments for Germany, Belgium, and Sweden, and collaborate with upstream operations teams for transaction corrections. This role requires strong analytical skills, attention to detail, and the ability to interpret complex tax laws.

 

 Job Responsibilities 

• Perform reconciliation between banking and tax systems for tax report preparation and review.
• Review transaction feeds and conduct tax withholding reviews and remittance for various markets.
• Liaise with upstream operations teams for transaction corrections and issue resolution.
• Interpret and apply corporate events, hedge fund, and mutual fund movements to tax processes.
• Meet service level standards for timeliness and accuracy in all deliverables.
• Analyze transactional activity from a tax implication perspective.
• Maintain KPI, SOP, and other MIS documentation to support operational excellence.

 

 Required Qualifications, Skills and Capabilities 

• Experience using MS Office products such as Excel, Word, and Access.
• Strong accuracy and attention to detail in all tasks.
• Good communication, time management, and problem-solving skills.
• Ability to work under pressure and as part of a team.

 

Preferred Qualifications, Skills and Capabilities 

• Ability to learn and interpret new types of tax laws.
• Clear understanding of changes in tax laws and their implications.
• Analytical mindset for reviewing transactional activity.
• Experience in tax reporting and reconciliation across multiple markets.

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.

Experience Level

Mid Level