Business Analysis Associate II

Job Description

Help deliver accurate, timely year-end tax reporting in a fast-paced, high-volume operations environment. In this role, you will coordinate deliverables, validate complex datasets, investigate exceptions, and strengthen reporting controls. You will partner with stakeholders across operations, reporting, and technology to improve efficiency and reporting readiness.

  As a Client Tax Operations Manager, Senior Associate in the Client tax operations team, you will support execution of the annual year-end tax reporting program by coordinating deliverables, performing data validations and exception analysis, and supporting process improvements. You will help ensure reporting deliverables are completed on time, accurately, and completely, and that processes align with Internal Revenue Service requirements and internal standards. You will succeed by combining strong analytical execution, attention to detail, and the ability to manage multiple priorities in a deadline-driven environment.

Job responsibilities

• Support planning and execution of the annual year-end tax reporting program, including deliverables tracking and readiness activities
• Coordinate cross-functional deliverables, identify risks and issues, and escalate with recommended corrective actions and recovery plans
• Perform data validations, reconciliations, and quality checks to support reporting accuracy and completeness across multiple business areas
• Use advanced Microsoft Excel and Alteryx to prepare, analyze, and quality-check large datasets and identify trends, anomalies, and potential reporting gaps
• Produce stakeholder-ready status reporting and analysis outputs, including written summaries and visual formats as needed
• Investigate exceptions, complete root-cause analysis, and partner with reporting and operations teams to drive timely remediation ahead of reporting deadlines
• Monitor Internal Revenue Service reporting requirements and regulatory changes and support implementation activities and updates to controls and documentation
• Maintain and update procedures, job aids, and control documentation to reflect system and process changes and support consistent execution
• Support exception reporting by assisting with intake and requirements, user acceptance testing support, release readiness, and ongoing enhancements in partnership with technology teams
• Identify and advance process improvement and automation opportunities that enhance accuracy, control strength, and operational efficiency

Required qualifications, capabilities and skills

• 4 years of experience in tax reporting operations, consumer lending or servicing operations, collections operations, or a data and controls-focused operations role
• Demonstrated ability to coordinate cross-functional deliverables accurately and on time
• Advanced skills in Microsoft Excel, such as pivot tables, complex formulas, and reconciliation methods
• Proficiency in Alteryx, including building repeatable workflows for data preparation, validation, and analysis
• Demonstrated ability to manage large datasets with strong attention to detail and data quality discipline
• Strong analytical, problem-solving, investigative, and root-cause analysis skills
• Strong verbal and written communication skills, including the ability to communicate findings, impacts, and next steps to stakeholders
• Ability to manage multiple priorities simultaneously in a deadline-driven environment and work independently with high accuracy
• Proficiency in Microsoft Word and Microsoft PowerPoint for documentation and stakeholder communications
• Ability to organize, prioritize, and re-prioritize work as needed to meet deadlines

Preferred qualifications, capabilities and skills

• Experience supporting year-end tax reporting programs and related reporting deliverables, such as Forms 1098, 1099, and Form 1042-S
• Experience supporting more than one operations function or business area
• Experience with automation and workflow tools to support validation and process efficiency, such as UiPath
• Experience supporting reporting change implementation, controls documentation, and operating procedures in a regulated environment
• Developing experience using artificial intelligence-powered analytics, workflow automation, or intelligent process tools to drive efficiency gains, reduce manual effort, or improve accuracy in operational processes

About Us

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 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

About the Team

J.P. Morgan’s Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.