Tax Operations Automation Vice President

JPMorgan Chase & Co.•Newark, DE

4d•Hybrid

About The Position

As a Tax Operations Automation Vice President in the Markets and Custody Tax Reporting team, you conduct and manage advanced intelligent automation and business analysis to gather requirements from the Operational Function to translate process improvements and solutions for operations efficiencies. You gather information, execute, and implement automation and the digitization strategy to deliver the outcomes of automation to support the Operations function. You will have experience validating client tax documents (Forms W-8 series, Forms W-9). You will own the end-to-end cadence of leadership reporting, strategic messaging, and operational transparency, ensuring senior stakeholders receive clear, data-driven narratives that accurately reflect the team's performance, priorities, and risk.

Requirements

7+ years of experience in delivering intelligent automation and business analysis or equivalent experience with at least 3 years in business management, chief of staff, management consulting, or strategic communications roles within a large, matrixed organization
Bachelor's degree in Business, Tax, Finance, Communications, or a related discipline
Proven ability to gather and analyze complex data and to develop accurate conclusions with deep comprehension of the business to understand risk implications
Significant business and technical expertise and problem-solving methodologies focused on analyzing complex operating models, anticipating issues and use of appropriate technology to mitigate risk
Advanced knowledge of one or multiple intelligence automation applications and programming languages
Experience in coaching and directing less experienced team members on automation tools
Proven ability to operate independently with minimal direction while maintaining alignment with leadership priorities
Experience with analytics and reporting expertise, including the ability to interpret metrics, identify patterns, and synthesize insights from key performance indicators
Demonstrated success in strategic planning and project management, with a strong sense of urgency and commitment to timely execution
Strong knowledge and comprehension of Internal Revenue Codes Chapter 3, Chapter 4, and Chapter 61
Understanding and expert knowledge of IRS Forms W9 and W8 as well as their associated requirements: Forms 1099 series, 1042-S; Forms 945 and 1042

Nice To Haves

MBA or Master’s degree
Advanced skills and understanding of business analysis, design, development, testing, and deployment
Preferred experience supporting more than one CCB Operations Function/Line of Business

Responsibilities

Leads all aspects of process automation engagements including requirements gathering, solution architecture, solution development, testing, deployment, and continuous improvement, while adhering to the firm’s standards, controls, and intelligence automation solutions governance
Identifies, designs, and manages the operational automation strategy in partnership with key stakeholders and works with technology to create the required infrastructure to support the capability of intelligence automation
Identifies, designs, and manages the intelligent automation solutions which allow the team to automate functions and deliver benefits for capacity creation, risk reduction, and streamline operational processes
Coaches and mentors less experienced team members on the automation tools and potentially creates and delivers training courses and the curriculum around workflow automation
Manages and ensures the delivery of Objectives and Key Results (OKR), Key Performance Indicators (KPIs) and/or metrics with key stakeholders to define benefits from operational automation
Develop and deliver executive-level reports and presentations for the Management Committee and steering committees, providing strategic insights and thought leadership
Develop and maintain a working knowledge of the end-to-end business processes across all sub-teams, ensuring that reporting and communications accurately reflect operational realities rather than surface-level summaries
Coordinate the execution of strategic initiatives and department-wide deliverables in partnership with senior leaders across JPMC
Engage with sub-team leads across all functions within the organization to gather operational data, project status, KPIs, and risk indicators on a recurring basis, distilling disparate inputs into a unified, coherent picture of organizational performance
Oversee the Tax Utility Leadership Team’s operating rhythm, including strategic reviews, goal-setting sessions, and leadership offsites
Manage governance of the department’s goals, ensuring transparency through key performance metrics that measure organizational effectiveness