Client Tax Manager - Vice President

JPMorganChase•Columbus, OH

About The Position

As a Client Tax Manager III - Vice President within the Client Tax Operations team supporting the Consumer & Community Banking (CCB) division, you will be responsible for managing the year-end project for tax reporting, including Forms 1098, 1099, and 1042 across various lines of business such as lending, card, mortgage, auto, and business banking. You will ensure policies and procedures align with IRS regulations and internal year-end reporting standards, and partner with reporting areas to remediate gaps promptly and accurately. You will share accountability for successful delivery of the annual year-end project by ensuring all reporting areas deliver data on time, accurately, and completely. You also perform regulatory monitoring, stay current on IRS reporting changes, and assist with implementation of changes. You will work closely with Compliance, Legal, and Corporate Tax to monitor system and regulatory updates, identify impacts to the tax reporting process, and communicate impacts to applicable stakeholders.

Requirements

5+ years of Mortgage Servicing or Card/Overdraft/Collections experience
Proven ability to coordinate cross-functional deliverables accurately and on time
Demonstrated ability to research compliance issues and develop/refresh policies and procedures based on findings
Strong analytical, problem-solving, investigative, and root-cause analysis skills while having a continuous‑improvement mindset with the ability to apply technology and AI to enhance accuracy, control strength, and throughput
Strong verbal and written communication skills, including the ability to build and manage a communication plan for projects/initiatives
Ability to manage and execute multiple priorities simultaneously in a deadline-driven environment and also work independently with high accuracy while meeting deadlines
Strong knowledge of Home Lending or Card/Overdraft/Auto systems (MSP, VLS, C3, Alfa/CARS, RCV1)
Proficiency in Microsoft Word and Excel
Experience coordinating cross‑functional year‑end deliverables with strict timelines; skilled at-risk identification, escalation, and recovery planning
Process and Risk minded with the ability to identify operational and compliance risks and implement appropriate compensating controls to mitigate or offset those risks

Nice To Haves

Strong working knowledge of CCB Home Lending Servicing or Card/Auto/Overdraft Collections systems and work processes
Proficiency with automation and workflow tools to support validation and process efficiency (e.g., Alteryx, UIPath) and with advanced Excel/visualization for audit reporting and graphics
3+ years of leadership experience (manager preferred)
MS Project and Access experience preferred
Preferred experience supporting more than one CCB Operations Function/Line of Business

Responsibilities

Lead, coach, and develop a team of Analysts; ensure appropriate training, coverage, and performance management
Coordinate administrative responsibilities, staffing, and work distribution to meet deadlines and quality standards
Implement procedures and strategies to meet goals for functional areas with year-end reporting responsibility
Execute internal quality audits and ad hoc validations; evaluate processes, controls, and work products for completeness and accuracy
Analyze audit results and communicate findings through clear written reporting and visual/graphic formats
Partner with audited functional areas to address issues, drive corrective actions, and verify sustainable remediation
Monitor IRS reporting requirements and regulatory changes; support implementation and ongoing control updates
Produce and maintain departmental reporting to track service levels, quality standards, and historical performance
Ensure procedures are documented, current, followed consistently, and updated to reflect system or procedural changes
Own the end-to-end lifecycle for Year-End Tax portfolio Exception Reports—from intake and requirements through prioritization, UAT, release coordination, ongoing enhancements, and retirement—serving as the accountable report owner while partnering with technology teams responsible for development and delivery
Ensure exceptions flagged by Exception Reports are reviewed, worked, and resolved by Operations within established SLAs and ahead of the Year-End Tax reporting season, maintaining clean and accurate data to support timely Tax Form delivery