JP Morgan Chase & Co.

Securities Services - Tax Manager - Vice President

JP Morgan Chase & Co. • $120K — $150K *
Newark, DE 19713In-Person
Finance & Insurance
5 - 7 years of experience
2 days ago
Be an Early Applicant
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Accounting, Business, Economics, Finance or related field
  • 5+ years of tax experience focusing on US information reporting, withholding, FATCA, and CRS
  • Strong technical understanding of IRS Chapters 3, 4, and 61, especially year-end reporting
  • Track record of using intelligent automation to enhance process efficiency
  • Strong organizational and analytical skills for managing multiple tasks

Responsibilities

  • Serve as a subject matter expert on FATCA, CRS, and Chapter 61 requirements for Global Custody
  • Leverage automation and analytics for maintaining data hygiene and timely reconciliations
  • Demonstrate knowledge of the entire tax reporting lifecycle and operational processes
  • Partner with business to ensure accurate and timely tax reporting
  • Optimize team capacity through effective planning and prioritization
  • Advise on documentation and reporting obligations including withholding determinations

Benefits

  • Opportunity to work in a high-impact role that contributes to the financial system's integrity
  • Possibility to engage with and implement cutting-edge intelligent automation technologies
  • Exposure to global tax reporting regimes and complex financial products
  • Collaboration with various departments enhancing teamwork and communication skills
  • Potential for professional growth in the financial services sector, especially in global custody
Full Job Description
JOB DESCRIPTION

As a Tax Manager in Securities Services, you will help us deliver accurate, timely, and audit-ready tax withholding and information reporting for our global custody business—work that protects our clients and supports the integrity of the financial system. You’ll be a subject matter expert on U.S. tax withholding and reporting requirements and global tax reporting regimes, including the Foreign Account Tax Compliance Act, the Common Reporting Standard, and U.S. Internal Revenue Code Chapters 3, 4, and 61. You’ll partner closely with the business to strengthen end-to-end reporting processes—from data sourcing and validation through controls, issue management, reconciliations, and filing deliverables (such as Forms 1042-S/1042, the 1099 series, and global tax reports). You’ll also use intelligent automation and analytics to improve data quality, reduce manual work, and help our team plan and execute year-end deliverables with confidence.

Job responsibilities

  • Serve as a key subject matter expert on FATCA, CRS, Chapter 3, and Chapter 61 withholding and reporting obligations as they apply to the Global Custody business
  • Leverage intelligent automation (e.g., workflow automation, rules-based controls, and analytics) to maintain robust data hygiene and perform timely, accurate reconciliations of year-end tax withholding and reporting outputs, ensuring completeness, consistency, and audit-ready support.
  • Demonstrate strong end-to-end knowledge of the tax 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
  • Optimize team capacity through proactive work planning and prioritization of key deliverables, balancing competing deadlines while escalating risks, bottlenecks, and resourcing needs in a timely manner to ensure on-time execution and quality outcomes.
  • Advise on documentation requirements, withholding determinations, and reporting obligations

Required qualifications, capabilities, and skills

  • Bachelor's degree in Accounting, Business, Economics, Finance 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
  • Demonstrated track record of leveraging intelligent automation to streamline and standardize processes, enhance control effectiveness, and reduce manual touchpoints through measurable automation outcomes.
  • Strong organizational and analytical skills with the ability to manage multiple priorities in a fast-paced environment

Preferred qualifications, capabilities, and skills

  • Prior experience in financial services, with specialization in global custody
  • Advanced knowledge of intelligent automation and analytics tools such as Alteryx, Python and similar platforms

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
Finance & Insurance
Net Income
$29.1 billion
Founded
1823
5 Year Trend
+0.7%
Revenue
$261.5 million
NASDAQ
CCF
* Ladders Estimates

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