Corporate Finance - Tax Asset Class Controller Analyst

Location: Newark, DE, United States

Job Family: Controller

About the Role

JPMorgan Chase & Co. is a leading global financial services firm with assets of $3.7 trillion and operations worldwide. Within the Corporate Finance - Tax Asset Class Controller team in the Firmwide Financial Control organization, this Analyst role plays a critical part in maintaining the integrity of our financial reporting. Based in Newark, DE, you will contribute to the accurate valuation, reconciliation, and reporting of tax assets, ensuring compliance with US GAAP, IFRS, and regulatory standards. This position offers exposure to complex financial instruments and tax strategies unique to a top-tier investment bank, while collaborating with cross-functional teams to support strategic decision-making. As a Tax Asset Class Controller Analyst, your primary focus will be on the end-to-end control of tax-related financial assets, including deferred tax positions and related provisions. You will perform detailed reconciliations, variance analyses, and forecasting to provide actionable insights for senior leadership. This role involves close interaction with the tax department, business controllers, and external auditors, emphasizing the need for precision and proactive issue resolution. At JPMorgan Chase, you will leverage cutting-edge financial systems and participate in initiatives that drive operational excellence in a dynamic, high-stakes environment. We value professionals who thrive in collaborative settings and demonstrate a commitment to ethical financial practices. This position provides opportunities for career growth within JPMorgan's renowned Controller function, with potential pathways to senior analyst or management roles. Join us to advance your expertise in financial services while contributing to the stability and innovation that define JPMorgan Chase.

Key Responsibilities

• Oversee the monthly, quarterly, and annual close processes for tax asset classes, ensuring accurate financial reporting within the Firmwide Financial Control organization
• Perform detailed analysis and reconciliation of tax asset balances, including deferred tax assets and liabilities, to support JPMorgan Chase's consolidated financial statements
• Collaborate with tax, treasury, and business line partners to validate tax asset valuations and ensure compliance with internal controls
• Identify and implement process improvements to enhance the efficiency and accuracy of tax asset controlling activities
• Support regulatory filings and disclosures related to tax positions, including SOX compliance and SEC reporting requirements
• Conduct variance analysis on tax asset portfolios and provide insights to senior management on financial impacts
• Assist in the preparation of management reporting and forecasting for tax-related financial metrics
• Participate in ad-hoc projects, such as system implementations or responses to internal/external audits
• Monitor changes in tax laws and accounting standards, assessing their impact on JPMorgan Chase's financial reporting
• Ensure adherence to JPMorgan's risk management frameworks in all tax asset controlling activities

Required Qualifications

• Bachelor's degree in Accounting, Finance, or a related field
• Minimum of 2-3 years of experience in financial controlling, tax accounting, or asset management within the financial services industry
• Strong understanding of US GAAP and IFRS accounting standards, particularly as they relate to tax assets and financial reporting
• Proficiency in financial modeling and analysis using tools like Excel
• Experience with regulatory reporting requirements for financial institutions
• Ability to handle confidential information with the highest level of integrity
• CPA certification or progress towards certification

Preferred Qualifications

• Advanced degree (MBA or Master's in Taxation) from an accredited institution
• Prior experience at a major financial institution like JPMorgan Chase or similar
• Knowledge of tax asset valuation methodologies and impairment testing
• Familiarity with JPMorgan's internal financial systems and processes
• Experience in audit support or interaction with external auditors such as Deloitte or PwC

Required Skills

• Financial analysis and modeling
• Tax accounting principles
• Excel proficiency (advanced functions, pivot tables, VBA)
• Regulatory compliance knowledge (SOX, SEC)
• Attention to detail
• Analytical thinking
• Communication skills (verbal and written)
• Problem-solving abilities
• Team collaboration
• Time management in fast-paced environments
• Understanding of financial statements
• Risk assessment
• Data reconciliation
• Project management basics
• Adaptability to changing regulations

Benefits

• Comprehensive health care coverage including medical, dental, and vision plans
• Retirement savings plan with generous company matching contributions
• Paid time off, including vacation, sick days, and parental leave
• Professional development programs and tuition reimbursement for further education
• Employee stock purchase plan and performance-based bonuses
• Wellness programs with gym memberships and mental health support
• Flexible work arrangements, including hybrid options in Newark, DE
• Access to JPMorgan Chase's global mobility opportunities and career advancement paths

JP Morgan Chase is an equal opportunity employer.