Client Tax Associate

Tax Documentation is a global function across locations such as Delaware, San Antonio, Bangalore and Mumbai. The team works in close partnership with Client On-Boarding, Middle Offices, Credit, Legal and Tax Compliance to ensure accurate data is captured in the JP Morgan infrastructure. As part of the CTDO Operational Analytics team, this role will be responsible for reengineering Access databases and creating flows in modernized tools such as Alteryx. They would also be responsible for developing KPIs and OKR, reports and visualizations in dashboards using Tableau.

This is an Analyst / Developer role, candidates need to build good relationships with business stakeholders to gather requirements and document manual reporting procedures before automating these processes. The Tableau dashboards require maintenance to existing flows as well as new builds. Therefore, extensive experience with data extraction and transformation scripts using Alteryx for complex data sets is essential.

Experience using UI-Path RPA/Xceptor are advantageous for this role.

Candidates need a flair for intuitive design using Tableau and have the confidence to demonstrate their applications to large audiences and senior management.

Job Responsibilities:

• Modernize all workflows that reside within Access Database. Pitch different concepts offered by JPMC to management, seek approval, create a project plan and execute the delivery of the new tool
• Work with management to identify and deliver Analytics and report automation solutions
• Develop best in class Dashboards/visualizations to generate actionable insights
• Develop scalable data preparation, maintenance, and reporting procedures that can be leveraged by business units and functional areas across the firm
• Implement data evaluation techniques aimed at measuring business risks and control issues
• Develop re-usable tools that can be leveraged by business units across the firm
• Perform data deep dives as needed using various techniques such as machine learning and text mining.
• Collaborate with business managers and developers to integrate the results with existing systems
• Comply with JPMC procedures and QA best practices to ensure the quality of data, models and outputs
• Stay abreast of new tools and technologies to practice up-to-date data evaluation strategies
• Collaborate with stakeholders across the firm to integrate results with existing systems and processes

Required qualification, skills and capabilities:

Graduate or post graduate in computer science or related discipline.

Experience and Technical Skills:

• 3+  SQL knowledge – demonstrated through active usage of SQL to query and engineer data
• Strong Visual Basic (VBA) knowledge 
• 3+ years Tableau Analyst Developer experience in a large, matrix structured, mission-critical (preferably financial services) environment.
• Proven ability to strategically develop complex, highly-visible analytical dashboards from concept through implementation
• 2+ year’s experience leveraging data automation applications and environments (e.g. Xceptor, Alteryx etc)
• Detailed knowledge and track record of delivery in Tableau
• Demonstrated ability to effectively manage all facets of the analytical project lifecycle (data exploration, hypothesis testing, code development, testing/validation, model deployment, etc.)
• Ability to build relationships and leverage subject matter expertise to driving conversations and/or influence decisions/direction with Business and Technology areas
• Get-it-done mindset with a strong bias towards action.
• Ability to translate ambiguous business problems into a conceptual analytical and technical architecture
• Proficient in conducting advanced statistical analyses, working with large data sets.  Has demonstrated ability to apply statistical methodologies to identify value add to the business

Essential Skills:

• Tableau / Qlik View / Power BI  Development Experience
• SQL Queries
• VBA
• Alteryx Designer
• Alteryx Server

Preferred Skills:

• Visual Basic (VBA), MS SQL Server, Oracle, Hadoop
• GIT, JIRA, Confluence
• other Big Data Technologies

JPMorgan Chase & Co., 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.