Global Tax Withholding & Reporting VP

Fairygodboss; Newark (DE); On-site; USD 150,000 - 210,000; Full time

Job summary

JPMorgan Chase & Co. in Newark, DE seeks a Tax Manager in Securities Services to lead US tax withholding and information reporting for the global custody business.

You will guide a growing team, serve as a senior technical expert, and partner with the business to ensure accurate, audit-ready deliverables. The role emphasizes leveraging automation and analytics to improve data quality, manage year-end processes, and ensure timely reporting of forms such as 1042-S/1042 and 1099 series.

Qualifications

• Bachelor's degree in Accounting, Business, Economics, Finance or related field.
• 5+ years of tax experience focusing on US information reporting and withholding.
• Strong knowledge of IRS Chapters 3, 4, and 61.
• Experience with FATCA/CRS and year-end reporting.

Responsibilities

• Serve as a key subject matter expert on FATCA, CRS, Chapter 3, and Chapter 61 withholding and reporting obligations as they apply to the Global Custody business
• Leverage automation (workflow automation, rules-based controls, analytics) to maintain data hygiene and perform timely, accurate reconciliations of year-end tax withholding and reporting outputs
• Demonstrate end-to-end knowledge of the tax reporting lifecycle including data sourcing, validation, controls, issue management, and filing deliverables (e.g., 1042-S/1042, 1099 series, FATCA/CRS)
• Partner with the business to ensure reporting processes are executed accurately and on time
• Optimize team capacity through proactive work planning and prioritization of key deliverables, balancing deadlines and escalating risks
• Advise on documentation requirements, withholding determinations, and reporting obligations

Skills

Tax reporting

US withholding

Automation

Leadership

Data reconciliation

Education

Bachelor's degree in Accounting/Finance

Tools

Alteryx

Python

ERP systems

Job description

JPMorgan Chase & Co. in Newark, DE seeks a Tax Manager in Securities Services to lead US tax withholding and information reporting for the global custody business.

You will guide a growing team, serve as a senior technical expert, and partner with the business to ensure accurate, audit-ready deliverables. The role emphasizes leveraging automation and analytics to improve data quality, manage year-end processes, and ensure timely reporting of forms such as 1042-S/1042 and 1099 series.