Trusts and Estates Tax Data Analyst
JPMorganChase
IT, Data Science
Newark, DE, USA · Chicago, IL, USA
Join a results-driven, collaborative data team embracing automation and AI to take our work—and your career—to the next level. As a Tax Data Analyst supporting fiduciary income tax return preparation and filing, you will strengthen control and reduce risk through rigorous data analysis, review, reconciliation, and validation. You will partner closely with internal stakeholders and our tax vendor to improve data quality and drive faster, more accurate outcomes. This role offers meaningful exposure to tax operations, strong mentorship, and clear opportunities to grow your scope over time.
As a Tax Data Analyst within the Trusts & Estates Tax Operations team, you will support the preparation and filing of fiduciary income tax returns by performing data analysis, review, reconciliation, and validation in partnership with our tax vendor. You’ll help improve data quality and strengthen controls to reduce operational risk and enable accurate, timely filings. You will work on a collaborative, detail-oriented team that values continuous improvement and thoughtful problem-solving. You will contribute to process enhancements and automation to increase efficiency and scalability. You’ll also build practical skills in tools such as Alteryx, Tableau, and Python, with opportunities to grow your scope over time.
Job Responsibilities
- Review, reconcile, and validate data to ensure integrity and support accurate tax processing and reporting
- Identify automation opportunities and recommend enhancements that improve efficiency and reduce risk
- Support process-improvement projects, including documentation, testing, and implementation activities
- Develop and maintain documentation for automation requirements, implementation, testing, and written procedures
- Produce and maintain recurring metrics and performance reporting (e.g., volume, timeliness, and quality), including dashboard updates and stakeholder-ready summaries
- Support ad hoc data requests to assist team members
Required qualifications, capabilities and skills
- Bachelor’s degree (Accounting, Finance, or related field)
- Proficiency with Microsoft applications, including Word, Excel, PowerPoint, and Teams
- Strong critical thinking and data curiosity with an automation mindset
- Highly detail-oriented with strong research skills and a commitment to quality
- Excellent communication and interpersonal skills, with the ability to clearly escalate and explain data issues to partners
- Ability to act with urgency and sound judgment to meet time-sensitive tax deadlines
- Flexibility to work extended hours, as needed, for key tax deadlines
Preferred qualifications, capabilities and skills
- Two or more years of relevant experience in operations, data analysis, or tax-related support roles
- Experience with Alteryx, Tableau, and/or Python for reporting or automation
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
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.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
Join a collaborative data team using automation and AI to deliver results—and take your career to the next level.