Trusts and Estates Tax Data Analyst
Not Disclosed•Full-TimeOn-site
location_onGreater Essex Dental, 23, Branford Place, Teachers Village, The Ironbound, Newark, Essex County, New Jersey, 07102, United States
About the Team
Join a results-driven, collaborative data team embracing automation and AI to take our work—and your career—to the next level. As a member of the Trusts & Estates Tax Operations team, you will work within a collaborative, detail-oriented environment that values continuous improvement and thoughtful problem-solving.
About the Role
As a Tax Data Analyst, you will support the preparation and filing of fiduciary income tax returns by performing rigorous data analysis, review, reconciliation, and validation. Your primary mission is to strengthen controls and reduce risk while partnering closely with internal stakeholders and our tax vendor to improve data quality and drive faster, more accurate outcomes.
This role offers meaningful exposure to tax operations, strong mentorship, and clear opportunities to grow your scope over time. You will contribute to process enhancements and automation initiatives to increase efficiency and scalability, building practical skills in tools such as Alteryx, Tableau, and Python.
Hiring Process
Candidates will be evaluated based on their ability to demonstrate critical thinking, data curiosity, and a strong automation mindset. The selection process focuses on identifying individuals who can act with urgency and sound judgment to meet time-sensitive tax deadlines while maintaining a high commitment to quality.
Work location
Work model: On-site
Greater Essex Dental, 23, Branford Place, Teachers Village, The Ironbound, Newark, Essex County, New Jersey, 07102, United States
Newark, New Jersey
Key Responsibilities
- check_circleReview, reconcile, and validate data to ensure integrity and support accurate tax processing
- check_circleIdentify automation opportunities and recommend enhancements to improve efficiency and reduce risk
Similar Job Opportunities
Skills, education and keywords
Skills: Microsoft Powerpoint, Alteryx, Tableau, Python, Data Analysis, Automation.
Education: Bachelor's degree in Accounting, Finance, or related field required.
Frequently asked questions about Trusts and Estates Tax Data Analyst at JPMorganChase
What does a Trusts and Estates Tax Data Analyst at JPMorganChase do?expand_more
In this Trusts and Estates Tax Data Analyst at JPMorganChase role, you will review, reconcile, and validate data to ensure integrity and support accurate tax processing; identify automation opportunities and recommend enhancements to improve efficiency and reduce risk; support process-improvement projects including documentation, testing, and implementation activities; and develop and maintain documentation for automation requirements, implementation, and written procedures.
What are the requirements for this Trusts and Estates Tax Data Analyst role?expand_more
JPMorganChase is looking for candidates who meet the following requirements: Bachelor's degree (Accounting, Finance, or related field); Proficiency with Microsoft applications (Word, Excel, PowerPoint, Teams); Two or more years of relevant experience in operations, data analysis, or tax-related support roles; and Experience with Alteryx, Tableau, and/or Python.
Where is the Trusts and Estates Tax Data Analyst role at JPMorganChase located?expand_more
Trusts and Estates Tax Data Analyst at JPMorganChase is based in Greater Essex Dental, 23, Branford Place, Teachers Village, The Ironbound, Newark, Essex County, New Jersey, 07102, United States. This is a on-site role.