Client Tax Analyst
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Job Location:
Newark, DE - USA
Monthly Salary:
Not Disclosed
Posted on:
Yesterday
Vacancies:
1 Vacancy
Department:
Job Summary
Step into a role where your analytical skills and attention to detail directly impact the accuracy of client reporting and regulatory compliance. As a Cost Basis Associate youll help shape the future of financial data operations while building a strong foundation for your career. Join a team that values innovation collaboration and continuous improvement. This is your opportunity to grow with hands-on experience structured training and mentorship. Make a difference for clients and the firm from day one.
As a Cost Basis Analyst in our Brokerage Operations team you play a vital role in ensuring the accuracy and integrity of cost basis reporting for our clients. You will analyze financial data support process automation and help maintain compliance with evolving regulations. We work together to deliver exceptional service foster a culture of learning and drive operational excellence. Your curiosity drive and collaborative spirit will help us continuously improve and innovate.
Job Responsibilities:
- Analyze and interpret financial and transactional data related to cost basis and tax lots.
- Build and maintain reports and dashboards to monitor data accuracy timeliness and exceptions.
- Identify trends and discrepancies document findings and recommend remediation steps.
- Execute standardized workflows and procedures for cost basis processing and reconciliations.
- Perform daily controls manage exceptions and resolve breaks with clear audit trails.
- Track and report on key performance indicators and service level agreements.
- Apply cost basis regulations tax rules and industry standards to ensure compliance.
- Support accurate adjustments for corporate actions such as stock splits mergers and dividends.
- Contribute to automation initiatives by drafting queries building workflows and assisting with testing.
- Perform reconciliations between systems investigate and resolve discrepancies and implement preventive actions.
- Collaborate with cross-functional teams to communicate analytical insights and process changes.
Required Qualifications Capabilities and Skills:
- Bachelors degree in Finance Accounting Business Data Analytics or a related field (or equivalent practical experience).
- Proficiency with Microsoft Excel including functions lookups and pivot tables.
- Ability to learn data analytics and automation tools such as Alteryx and SQL.
- Strong attention to detail and a demonstrated controls mindset.
- Clear written and verbal communication skills.
- Ability to work effectively under deadlines.
- Demonstrated problem-solving ability and intellectual curiosity.
- Drive to learn quickly in a fast-paced environment.
Preferred Qualifications Capabilities and Skills:
- Experience with financial data analysis corporate actions or cost basis concepts through coursework projects or internships.
- Exposure to tax lot accounting systems or exception management processes.
- Basic scripting skills such as Python or VBA to support automation and process improvement.
- Familiarity with data visualization tools.
- Experience drafting business requirements or test cases for process automation.
- Participation in knowledge sharing or training initiatives.
- Experience working in a collaborative cross-functional team environment.
Required Experience:
IC
Key Skills
- Customer Service
- Client Expectations
- Client Requirements
- Client Support
- Action Plans
- Issue Resolution
- Account Management
- Client Relationships
- Service Delivery
- Client Service
- Client Satisfaction
- Client Management
- Procedures
- Service Level Agreements
- New Clients
About Company
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 ov ... View more
