JP Morgan Chase & Co.

Client Tax Manager- Vice President

JP Morgan Chase & Co.$135K — $160K *
Legal & Accounting
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Accounting, Finance, Law, or a related field
  • 5+ years of tax experience focusing on US information reporting, withholding, FATCA, and CRS
  • Strong technical knowledge of IRS requirements under Chapters 3, 4, and 61
  • Experience leading or managing a team with a focus on talent development
  • Demonstrated ability to contribute to process improvement initiatives
  • Excellent communication skills for translating complex tax concepts
  • Strong organizational and analytical skills with multitasking ability

Responsibilities

  • Serve as a subject matter expert on FATCA, CRS, and withholding obligations
  • Demonstrate comprehensive knowledge of the tax reporting lifecycle and operational process
  • Partner with the business for accurate and timely reporting processes
  • Advise on documentation requirements and reporting obligations
  • Lead and develop a high-performing tax compliance team
  • Support team capacity and manage priorities across deliverables
  • Drive automation of manual processes partnering with technology and operations teams

Benefits

  • Fostering a culture of continuous learning and accountability
  • Opportunities for career development at all levels
  • Focus on process transformation and operational efficiency
  • Access to advanced automation and data analytics tools
  • Dynamic and fast-paced work environment
Full Job Description
JOB DESCRIPTION

Are you looking for an exciting opportunity to lead a dynamic and growing team in a fast-paced and technically challenging environment? This is a unique opportunity to drive tax compliance excellence within our Workplace Solutions business, building and developing a high-performing team while serving as a senior technical authority on Foreign Account Tax Compliance Act (FATCA)/Common Reporting Standard(CRS), US information reporting, and withholding compliance.

As aTax Compliance Vice Presidentwithin the Workplace Solutions team, you will play a central leadership role in running the day-to-day tax compliance function, leading a team of tax professionals, and partnering closely with business, product, and technology stakeholders. You will be responsible for ensuring adherence with Internal Revenue Service regulations, intergovernmental agreement obligations, and country-specific reporting requirements, while driving process transformation and operational efficiency across the function. You will work closely with senior management to escalate key decisions and ensure alignment with broader business and compliance objectives.

Job responsibilities

  • Serve as a key subject matter expert on FATCA, CRS, Canadian, Chapter 3, and Chapter 61 withholding and reporting obligations as they apply to the Workplace Solutions business
  • Demonstrate strong end-to-end knowledge of thetax reporting lifecycle and operational process, including data sourcing, validation, controls, issue management, and filing deliverables (e.g., 1042-S/1042, 1099 series, FATCA/CRS reporting)
  • Partner with the business to ensure reporting processes are executed accurately and on time
  • Advise on documentation requirements, withholding determinations, and reporting obligations
  • Lead and develop a high-performing tax compliance team, fostering a culture of accountability, continuous learning, and technical excellence
  • Set clear performance expectations, provide ongoing coaching and mentorship, and support career development for team members at all levels
  • Support team capacity and prioritization across competing deliverables, escalating to senior management as appropriate
  • Support the identification, design, and implementation of process transformation initiatives across tax compliance workflows, with a focus on scalability, risk reduction, and efficiency
  • Partner with technology and operations teams to drive automation of manual processes, leveraging tools such as Alteryx, Tableau, and other workflow solutions
  • Maintain and enhance policies, procedures, and controls for continuous information reporting and withholding compliance across client onboarding, account opening, and servicing workflows
  • Track key performance indicators for the team, using data-driven insights to identify improvement opportunities and report progress to senior leadership

Required qualifications, capabilities, and skills

  • Bachelor's degree in Accounting, Finance, Law, or a related field
  • 5+ years of tax experience, with a strong focus on US information reporting, withholding, FATCA, and CRS
  • Strong technical knowledge of IRS requirements under Chapters 3, 4, and 61, with a particular focus on the year end reporting requirements
  • Experience leading or managing a team, with a track record of developing talent and contributing to team performance
  • Demonstrated ability to contribute to process improvement or transformation initiatives, with measurable outcomes
  • Excellent written and verbal communication skills, including the ability to translate complex tax concepts into clear guidance for non-technical audiences
  • Strong organizational and analytical skills with the ability to manage multiple priorities in a fast-paced environment
  • Proficiency in Microsoft Office Suite, with advanced Excel and PowerPoint capabilities

Preferred qualifications, capabilities, and skills

  • Prior experience in financial services, asset management, or an equity compensation environment
  • Familiarity with automation and data analytics tools, such as Alteryx, Tableau, and others
  • Preferred experience supporting more than one CCB Operations Function/Line of Business

Work schedule

  • Full time in office

About JP Morgan Chase & Co.

JP Morgan Chase & Co. stands at the forefront of the global financial services industry. They offer an expansive array of products and services to a diverse clientele, including individuals, corporations, governments, and institutions. Ever since the merger of J.P. Morgan & Co. and Chase Manhattan Corporation in 2000, this industry-leading entity has become renowned for its comprehensive portfolio encompassing consumer and community banking, corporate and investment banking, commercial banking, as well as asset and wealth management. Headquartered in the vibrant city of New York, JP Morgan Chase & Co. boasts a formidable presence across over 100 countries worldwide.

Unveiling Employment Opportunities at JP Morgan Chase & Co.

Vacancies and Hiring Initiatives

JP Morgan Chase & Co. is continuously on the lookout for talented individuals eager to contribute to its legacy of excellence. The company's recruitment efforts are geared towards identifying candidates with the right blend of skills and qualifications to drive forward its various business segments. Whether you are a seasoned professional or a recent graduate, JP Morgan Chase offers a plethora of job openings across multiple disciplines.

High-Demand Positions

Among the myriad of roles, certain positions stand out for their attractive compensation packages and career advancement prospects. Notably, high-paying jobs at JP Morgan Chase & Co. include Relationship Manager, Branch Manager, and Software Engineer. These roles are critical to the firm's operations and offer lucrative opportunities for those with the requisite expertise.

Navigating the Job Market at JP Morgan Chase & Co.

Leveraging Job Portals and Job Alerts

For job seekers aiming to tap into the opportunities at JP Morgan Chase, staying updated through job portals and subscribing to job alerts is crucial. These tools can provide timely information about job openings, job fairs, and recruitment events, enabling candidates to apply promptly and prepare adequately for interviews.

Preparing Your Job Application

Your job application, comprising your resume and cover letter, is your ticket to securing an interview at JP Morgan Chase. Highlight your qualifications, skills, and experiences that align with the job listing, ensuring you stand out in the competitive job market.

Acing the Interview

Preparation is key to succeeding in your interview with JP Morgan Chase. Familiarize yourself with the company's business segments, values, and recent achievements. Demonstrating how your background and aspirations match the company's goals can significantly increase your chances of employment. A World of Job Opportunites in the Financial Services Industry JP Morgan Chase & Co. offers a world of job opportunities for those seeking to make their mark in the financial services industry. With competitive salaries, comprehensive benefits, and endless possibilities for growth, positions at JP Morgan Chase are highly coveted. By staying informed through job sites, tailoring your applications, and preparing thoroughly for interviews, you can enhance your prospects of joining the esteemed ranks of JP Morgan Chase employees. Explore the job board, seize the job opportunities, and embark on a rewarding career journey with one of the world's leading financial institutions.
Learn more about JP Morgan Chase & Co.
Size
661 employees
Market Cap
$384.5 billion
Industry
Net Income
$29.1 billion
Founded
1823
5 Year Trend
+0.7%
Revenue
$261.5 million
NASDAQ

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