Client Tax Analyst

Job Description

Protect the firm and clients by validating IRS forms, tax documents, and IDs to ensure accurate federal income tax withholding certification.
Deliver timely, controlled processing while driving continuous improvement, strong data quality, and effective stakeholder partnership.

 

As a/an Tax Certification Analyst within Client Tax Operations , you review and validate IRS forms, tax documents, and identification records to certify accounts subject to U.S. federal income tax withholding. You process tax profile updates across client systems, perform due diligence across defined checkpoints, and ensure downstream data accuracy while meeting SLAs and quality standards. You strengthen a control-focused environment, serve as an escalation point, and drive process improvements and continuous enhancements with cross-LOB stakeholders.

Job Responsibilities 

• Validate IRS forms, tax documents, and IDs and complete certification for accounts subject to U.S. federal income tax withholding.
• Process tax profile updates and daily client data maintenance (e.g., address, TIN changes) across multiple client systems accurately.
• Verify that updates propagate correctly to downstream systems and are reflected accurately.
• Monitor queues, mailboxes, and databases to ensure timely clearance and SLA adherence.
• Maintain SOPs, support training material development, and deliver training on new and revised processes.
• Escalate complex/critical scenarios appropriately and serve as an escalation point for team and select cross-department issues.
• Drive process improvements, control platform execution, and continuous improvement initiatives to enhance efficiency, quality, and risk management.

Required qualifications, skills and capabilities 

• Experience in tax operations or client data processing with knowledge of IRS forms and tax documentation validation
• Strong controls and risk management mindset with ability to perform due diligence across defined checkpoints and parameters
• Strong analytical, problem-solving, and organizational skills with ability to meet deadlines in a high-volume environment
• Strong communication and stakeholder management skills with ability to work independently and in a team

Preferred qualifications, skills and capabilities 

• Knowledge of US tax forms such as W‑8 and W‑9 and related withholding/certification requirements
• Experience maintaining SOPs, delivering training, and supporting control function platform implementation
• Experience driving process improvements and system enhancements with cross-LOB stakeholders aligned to strategic end state
• Familiarity with Investment Bank businesses and knowledge of US and non-US regulations

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 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.

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.