Vice President – Tax Reporting & Transformation Manager

JPMorgan Chase & Co. • Newark, DE

7d

About The Position

As a Vice President in the Tax Reporting team, you will lead accurate, timely, and audit-ready tax withholding and information reporting for a global custody business. The role combines deep technical tax expertise, operational discipline, and people leadership to improve data quality, strengthen controls, and deliver critical year-end reporting. You will work across tax, data, technology, and operations, advising on regulatory obligations while modernizing processes through automation, analytics, workflow redesign, and responsibly governed AI-enabled capabilities. This position offers practical exposure to emerging technology while remaining grounded in technical tax leadership.

Requirements

• Bachelor’s degree in Accounting, Business, Economics, Finance, or a related field.
• 5+ years of tax experience, with a strong focus on U.S. information reporting, withholding, FATCA, and CRS.
• Strong technical knowledge of IRS requirements under Chapters 3, 4, and 61, particularly year-end reporting requirements.
• Demonstrated experience improving processes through automation, analytics, data-driven solutions, or other technology-enabled approaches.
• Strong organizational and analytical skills, with the ability to manage multiple priorities in a fast-paced environment.
• Curiosity and willingness to develop skills in AI, automation, analytics, and emerging technologies, and to apply them responsibly to tax and operational challenges.

Nice To Haves

• Prior financial services experience specializing in global custody.
• Advanced knowledge of automation and analytics tools such as Alteryx, Python, or similar platforms.
• Experience identifying opportunities to apply technology, automation, analytics, or AI to operational workflows.
• Interest in expanding practical knowledge of AI-enabled solutions, including evaluation, implementation, governance, and scaling in a complex financial-services environment.
• Demonstrated ability to partner across Tax, Operations, Technology, Data, and Product functions to deliver process improvements.

Responsibilities

• Serve as a subject matter expert on FATCA, CRS, and U.S. Internal Revenue Code Chapters 3, 4, and 61 withholding and reporting obligations as applied to a global custody business.
• Oversee the tax reporting lifecycle, including data sourcing and validation, controls, issue management, reconciliations, and filing deliverables such as Forms 1042-S, 1042, the 1099 series, and global tax reports.
• Partner with stakeholders across Tax, Operations, Technology, Product, and other functions to ensure reporting processes are executed accurately, consistently, and on time.
• Advise on documentation requirements, withholding determinations, and reporting obligations in accordance with applicable regulations and policies.
• Plan and prioritize team work and key deliverables, balance competing deadlines, and escalate risks, bottlenecks, and resourcing needs in a timely manner.
• Identify and implement opportunities to transform tax processes through intelligent automation, workflow redesign, analytics, and AI-enabled capabilities while maintaining controls, governance, and human oversight.
• Use analytics, automation, and responsibly governed AI-enabled capabilities to address tax and operational challenges, identify anomalies, improve controls, and reduce manual work in partnership with technology and data specialists.
• Use workflow automation, rules-based controls, and analytics to maintain data quality and integrity and perform accurate, timely reconciliations with complete, consistent, audit-ready support.
• Promote continuous learning by evaluating new tools and approaches and helping the broader Tax Reporting organization develop appropriate automation, data, and AI capabilities.

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: Senior