Client Tax Manager Vice President

JPMorgan Chase & Co. • Newark, DE

8d • Onsite

About The Position

As a Tax Compliance Vice President on 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, and guide key decisions and escalations. You will drive process transformation and operational efficiency, including automation and control enhancements, while developing a high-performing team.

The role oversees complex tax reporting and withholding obligations and works across business, product, technology, and operations teams to improve controls and modernize workflows. It includes managing the tax reporting lifecycle, developing team members, planning capacity, and using performance metrics to identify improvement opportunities and communicate progress to senior leaders. The position is full-time in office and does not support visa sponsorship.

Requirements

• Bachelor’s degree in Accounting, Finance, Law, or a related field.
• Five years of tax experience focused on U.S. information reporting, withholding, FATCA, and CRS.
• Strong working knowledge of IRS requirements under Chapters 3, 4, and 61, including in-scope year-end reporting obligations.
• Experience leading or managing a team, including coaching and talent development responsibilities.
• Experience contributing to process improvement or transformation initiatives with measurable outcomes.
• Strong 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, including advanced Excel and PowerPoint skills.

Nice To Haves

• Experience in financial services, asset management, or an equity compensation environment.
• Experience using automation and data analytics tools such as Alteryx, Tableau, or similar tools to support reporting, controls, and analysis.
• Experience 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.

Responsibilities

• Serve as a subject matter expert on FATCA, CRS, Chapter 3, and Chapter 61 withholding and reporting obligations, and support interpretation of applicable Canada-related reporting requirements.
• Manage the end-to-end tax reporting lifecycle, including data sourcing, validation, controls, issue management, and filing deliverables such as 1042-S, 1042, and 1099 series reporting.
• Partner with stakeholders to execute reporting processes accurately and on time and resolve issues that may affect delivery.
• Provide guidance on documentation requirements, withholding determinations, and reporting obligations within the scope of the role.
• Lead and develop a tax compliance team, fostering accountability, continuous learning, and technical excellence.
• Set performance expectations, provide ongoing coaching and feedback, and support team members’ career development.
• Manage capacity planning and prioritization across competing deliverables, escalating risks and constraints as needed.
• Identify, design, and implement process transformation initiatives to improve scalability, reduce risk, and enhance efficiency across compliance workflows.
• Partner with technology and operations teams to automate manual processes and improve data quality, controls, and monitoring.
• Maintain and enhance procedures and controls supporting information reporting and withholding compliance across onboarding, account opening, and servicing workflows.
• Track and communicate performance and outcomes using metrics to identify improvement opportunities and report progress to senior leaders.

Benefits

• Competitive total rewards package, including base salary determined by role, experience, skill set, and location.
• Eligible roles may receive commission-based pay and/or discretionary incentive compensation in cash and/or forfeitable equity.
• Comprehensive health care coverage.
• On-site health and wellness centers.
• Retirement savings plan.
• Backup childcare.
• Tuition reimbursement.
• Mental health support.
• Financial coaching.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager