Client Tax Manager III - Vice President

Job Description
Are you seeking to join a team where you can have the opportunity to thrive and grow? We have an exciting opportunity to help expand your knowledge, skills, and abilities. You have found the right team!
As a Client Tax Manager III - Vice President within the Client Tax Operations team supporting the Consumer & Investment Bank (CIB) as well as 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 also service customer inquiries related to tax operations.
Job responsibilities

• Lead and manage the year-end tax reporting project, ensuring timely and accurate issuance of Forms 1098, 1099, and 1042
• Oversee tax operations across multiple lines of business, including lending, card, mortgage, auto, and business banking within CIB & CCB
• Collaborate with internal stakeholders, including compliance, legal, and technology teams, to ensure adherence to regulatory requirements and internal policies
• Develop and implement strategies to improve tax reporting processes and enhance operational efficiency
• Serve as the primary point of contact for customer inquiries related to tax reporting, providing exceptional service, and resolving issues promptly
• Monitor and analyze tax reporting data to identify trends, discrepancies, and areas for improvement
• Ensure compliance with federal, state, and local tax regulations and reporting requirements.
• Prepare and present regular reports to senior management on the status of tax operations and year-end projects
• Manage and mentor a team of tax operations professionals, fostering a culture of continuous improvement and professional development

Required qualifications, capabilities, and skills

• Bachelor's degree in Accounting, Finance, Business Administration, or a related field
• 8+ years of experience in tax operations, with a focus on year-end tax reporting (Forms 1098, 1099, and 1042)
• Proven experience in managing large-scale tax reporting projects within a financial services environment
• High-level knowledge of federal, state, and local tax regulations and reporting requirements.
• Excellent leadership and team management skills, with the ability to motivate and develop a high-performing team
• Exceptional analytical and problem-solving abilities, with a keen attention to detail
• Advanced communication and interpersonal skills, with the ability to effectively interact with internal and external stakeholders
• Proficiency in tax reporting software and financial systems
• Ability to work under pressure and meet tight deadlines in a fast-paced environment

Preferred qualifications, capabilities, and skills

• Advanced degree or professional certification (e.g., CPA, MBA) is preferred

About Us
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
About the Team
J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.