Trusts Data Jobs

1 job found

2mo ago

Trusts and Estates Tax Data Analyst

JPMorganChase Newark, DE

Newark, DE

2mo ago Closed

$58k - $80k/yr Full time Alteryx Analyst Analytics

This position is no longer accepting applications (closed Jun 20, 2026).

Job Description

This role supports fiduciary income tax return preparation and filing by analyzing, validating, reconciling, and reviewing data to strengthen controls and reduce operational risk, with collaboration across internal stakeholders and external vendors, and exposure to Alteryx, Tableau, and Python.

Responsibilities

Review, reconcile, and validate data to preserve integrity for tax processing and reporting
Identify automation opportunities and propose enhancements that boost efficiency and reduce risk
Assist with process improvement initiatives, including documenting requirements, performing testing, and supporting rollout activities
Develop and maintain documentation for automation requirements, implementation steps, testing, and standard operating procedures
Produce and maintain recurring metrics and performance reporting, including dashboards, volume, timeliness, and quality, with stakeholder-ready summaries
Support ad hoc data requests from team members to satisfy urgent analysis needs

Requirements

Bachelor's degree in Accounting, Finance, or a related field
Proficiency with Microsoft Word, Excel, PowerPoint, and Teams
Strong critical thinking and data curiosity with an automation-minded approach
Highly detail-oriented with solid research skills and a commitment to quality
Excellent communication and interpersonal abilities, able to clearly escalate and explain data issues to partners
Ability to act with urgency and exercise sound judgment to meet time-sensitive fiduciary tax deadlines
Flexibility to work extended hours as needed for key tax deadlines

Technologies

Alteryx
Tableau
Python
Microsoft Word
Microsoft Excel
Microsoft PowerPoint
Microsoft Teams

Benefits

Comprehensive health care coverage
On-site health and wellness centers
Retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching

Location

Newark, DE (onsite)

Compensation

USD 58,200 - 79,500 per year

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