Tax Reporting Leader — FATCA/CRS + AI Automation

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

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.