Tax Manager - AI & Intelligent Automation, Tax Reporting

JPMorgan Chase & Co.; Newark (DE); On-site; USD 140,000 - 190,000; Full time

Benefits offered by this job

Health care coverage

On-site health and wellness centers

Retirement savings plan

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching

Job summary

JPMorgan Chase & Co. is seeking a Tax Manager in Securities Services to lead a growing team in complex tax withholding and reporting for global custody. You will act as a senior technical expert on FATCA, CRS, and IRS Chapters 3, 4, and 61, driving end-to-end reporting improvements and controls.

You will mentor a high-performing team, partner with the business to ensure timely deliverables, and leverage automation to enhance data quality and efficiency across the reporting lifecycle.

Qualifications

• Bachelor's degree in Accounting, Business, Economics, Finance or a related field.
• 5+ years of tax experience with focus on US information reporting, withholding, FATCA and CRS.
• Strong knowledge of IRS Chapters 3, 4, and 61 and year-end reporting requirements.
• Experience leveraging intelligent automation to streamline processes and improve controls.
• Strong organizational and analytical skills with ability to manage multiple priorities.

Responsibilities

• Serve as SME on FATCA, CRS, Chapter 3 and Chapter 61 withholding and reporting for Global Custody.
• Use automation and analytics to maintain data hygiene and perform timely reconciliations of tax outputs.
• Demonstrate end-to-end knowledge of tax reporting lifecycle from data sourcing to filing deliverables (e.g., 1042-S/1042, 1099).
• Partner with the business to ensure reporting processes are accurate and timely.
• Plan and prioritize work to optimize team capacity and manage risks and bottlenecks.
• Advise on documentation requirements, withholding determinations, and reporting obligations.

Skills

US tax withholding

Tax automation

Data analysis

Multitasking

Leadership

Education

Bachelor's degree in Accounting/Finance/Economics

Tools

Alteryx

Python

Job description

Are you seeking an exciting leadership role where you can guide a dynamic, expanding team in a fast-paced, technically complex environment? This position offers a unique chance to champion tax reporting excellence within our Security Services business, develop and mentor a high-performing team, and act as a senior technical expert in US tax withholding and information reporting.

As a Tax Manager in Securities Services, you will help us deliver accurate, timely, and audit-ready tax withholding and information reporting for our global custody business-work that protects our clients and supports the integrity of the financial system. You'll be a subject matter expert on U.S. tax withholding and reporting requirements and global tax reporting regimes, including the Foreign Account Tax Compliance Act, the Common Reporting Standard, and U.S. Internal Revenue Code Chapters 3, 4, and 61. You'll partner closely with the business to strengthen end-to-end reporting processes-from data sourcing and validation through controls, issue management, reconciliations, and filing deliverables (such as Forms 1042-S/1042, the 1099 series, and global tax reports). You'll also use intelligent automation and analytics to improve data quality, reduce manual work, and help our team plan and execute year-end deliverables with confidence.

Job 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 intelligent automation (e.g., workflow automation, rules-based controls, and analytics) to maintain robust data hygiene and perform timely, accurate reconciliations of year-end tax withholding and reporting outputs, ensuring completeness, consistency, and audit-ready support.
• Demonstrate strong end-to-end knowledge of the tax reporting lifecycle and operational process, including data sourcing, validation, controls, issue management, and filing deliverables (e.g., 1042-S/1042, 1099 series, FATCA/CRS reporting)
• 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 competing deadlines while escalating risks, bottlenecks, and resourcing needs in a timely manner to ensure on-time execution and quality outcomes.
• Advise on documentation requirements, withholding determinations, and reporting obligations

Required qualifications, capabilities, and skills

• Bachelor's degree in Accounting, Business, Economics, Finance or a related field
• 5+ years of tax experience, with a strong focus on US information reporting, withholding, FATCA, and CRS
• Strong technical knowledge of IRS requirements under Chapters 3, 4, and 61, with a particular focus on the year end reporting requirements
• Demonstrated track record of leveraging intelligent automation to streamline and standardize processes, enhance control effectiveness, and reduce manual touchpoints through measurable automation outcomes.
• Strong organizational and analytical skills with the ability to manage multiple priorities in a fast-paced environment

Preferred qualifications, capabilities, and skills

• Prior experience in financial services, with specialization in global custody
• Advanced knowledge of intelligent automation and analytics tools such as Alteryx, Python and similar platforms

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.