Client Tax Analyst - Documentation & Onboarding

Help deliver a seamless client onboarding experience while supporting global tax compliance. In this role, you will validate tax documentation, maintain high-quality tax data, and improve operational outcomes through disciplined execution and smart automation. You will join a collaborative team focused on risk management, continuous improvement, and service excellence. Your work will directly support accurate tax treatment and strong client outcomes. As a Client Tax Analyst - Documentation and Onboarding in International Tax Operations, you will manage tax onboarding activities and validate client tax documentation to support compliant processing and a strong client experience. You will work with partners across operations, product, technology, controls, and compliance to keep processes scalable, consistent, and well-controlled. We value accuracy, thoughtful risk escalation, and a data-driven approach to improving how we deliver. Job responsibilitiesProcess client onboarding activities from a tax documentation and data perspectiveValidate client tax documentation accurately and within defined service timelinesReview documentation for completeness and alignment to applicable tax requirementsMaintain and update tax-related client data to support accuracy and integrityPartner with global teams to ensure consistent processing and handoffsIdentify process gaps, inefficiencies, and recurring documentation issuesImplement or support automation solutions that reduce manual effort and errorsPerform routine data analysis to support documentation, controls, and compliance needsMonitor process controls and escalate issues and risks in a timely mannerTrack work against service level expectations and manage competing prioritiesDocument procedures and contribute to continuous improvement of operating practicesRequired qualifications, capabilities, and skillsDemonstrated administrative and organizational capability in an operations environmentProven ability to deliver high-accuracy work with strong attention to detailAbility to review and validate client documentation against defined requirementsAbility to analyze data, identify exceptions, and communicate findings clearlyClient service mindset with a focus on timely, high-quality deliveryAbility to plan, prioritize, and meet deadlines in a high-volume workflowAbility to manage multiple tasks simultaneously while maintaining qualityDemonstrated risk awareness, sound judgment, and timely escalation of issuesClear written and verbal communication skills for internal partner engagementProficiency with spreadsheets and basic data tools used for tracking and analysisAbility to collaborate effectively across functions and global teamsPreferred qualifications, capabilities, and skillsExperience in tax operations, client onboarding, or documentation processingFamiliarity with tax documentation workflows supporting withholding or preferential tax treatmentDeveloping experience using AI-powered analytics, workflow automation, or intelligent process tools to drive efficiency gains, reduce manual effort, or improve accuracy in operational processesExperience working with global stakeholders across time zones and functionsDemonstrated focus on data quality management and control-minded processingFamiliarity with regulated operating environments and related control practicesExperience using workflow, case management, or ticketing tools to manage tasks and service levelsJ.P. Morgan is a global leader in financial services, providing strategic advice and products to the world’s most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.

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.

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. Full timePosting Date: 2026-08-28

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