Client Tax Manager Vice President
JPMorganChase · Newark, DE · 4 days ago
On-siteFull-time
Job Description Step into a leadership role where your tax expertise and operational mindset can make a measurable impact. You will lead a growing team and strengthen day-to-day execution across complex tax reporting and withholding obligations. You will partner across business, product, and technology teams to improve controls and modernize workflows. Join a collaborative environment that supports continuous learning and meaningful career growth As a Tax Compliance Vice President in the Asset Wealth Management team, you will lead the day-to-day tax compliance function and partner with stakeholders to deliver accurate, timely, well-controlled reporting. You will provide technical leadership across information reporting, withholding, and applicable regulatory obligations while guiding key decisions and escalations. You will drive process transformation and operational efficiency, including automation and control enhancements, while developing a high-performing team Job responsibilities Serve as a subject matter expert on FATCA, CRS, Chapter 3, and Chapter 61 withholding and reporting obligations and support interpretation of Canada-related reporting requirements as applicableManage end-to-end execution of the tax reporting lifecycle including data sourcing, validation, controls, issue management, and filing deliverables such as 1042-S, 1042, and 1099 series reportingPartner with stakeholders to execute reporting processes accurately and on time and to resolve issues that may impact deliveryProvide guidance on documentation requirements, withholding determinations, and reporting obligations within the scope of the roleLead and develop a tax compliance team, fostering accountability, continuous learning, and technical excellenceSet performance expectations, provide ongoing coaching and feedback, and support career development across the teamManage capacity planning and prioritization across competing deliverables and escalate risks and constraints as neededIdentify, design, and implement process transformation initiatives to improve scalability, reduce risk, and enhance efficiency across compliance workflowsPartner with technology and operations teams to automate manual processes and improve data quality, controls, and monitoringMaintain and enhance procedures and controls supporting information reporting and withholding compliance across onboarding, account opening, and servicing workflowsTrack and communicate performance and outcomes using metrics to identify improvement opportunities and report progress to senior leaders Required Qualifications, Capabilities, And Skills Bachelor's degree in Accounting, Finance, Law, or a related field5 years of tax experience with a focus on US information reporting, withholding, FATCA, and CRSStrong working knowledge of IRS requirements under Chapters 3, 4, and 61, including year-end reporting obligations within scopeExperience leading or managing a team, including coaching and talent development responsibilitiesExperience contributing to process improvement or transformation initiatives with measurable outcomesStrong written and verbal communication skills, including the ability to translate complex tax concepts into clear guidance for non-technical audiencesStrong organizational and analytical skills, with the ability to manage multiple priorities in a fast-paced environmentProficiency in Microsoft Office, including advanced Excel and PowerPoint skills Preferred Qualifications, Capabilities, And Skills Experience in financial services, asset management, or an equity compensation environmentExperience using automation and data analytics tools such as Alteryx, Tableau, or similar tools to support reporting, controls, and analysisExperience leading teams through the adoption of AI-enabled analytics, workflow automation, or intelligent process tools to improve operational efficiency and accuracy, reduce manual effort, and support consistent, well-controlled execution through coaching, change adoption, and continuous improvement Work schedule Full time in office Additional information This position does not support visa sponsorship 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 offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. 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. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans About The Team J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.