Tax VP - Global Withholding & Reporting (Equity Options)

JP Morgan Chase; Newark (DE); On-site; USD 120,000 - 170,000; Full time

Job summary

JPMorgan Chase & Co. in Newark, Delaware seeks a Tax Manager in Securities Services to lead a high-performing team and serve as a senior technical expert in US tax withholding and information reporting.

The role focuses on end-to-end global custody tax reporting, data quality, and audit readiness, with emphasis on automation and process improvement. The ideal candidate will have extensive US tax experience, deep knowledge of IRS Chapters 3, 4, and 61, and a proven ability to drive timely

Qualifications

• 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.

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 to maintain robust data hygiene and perform timely, accurate reconciliations of year-end tax withholding and reporting outputs
• 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

Skills

Tax reporting

Automation

Data analytics

Project management

Education

Bachelor's degree in Accounting/Business/Finance

Tools

Alteryx

Python

Job description

JPMorgan Chase & Co. in Newark, Delaware seeks a Tax Manager in Securities Services to lead a high-performing team and serve as a senior technical expert in US tax withholding and information reporting.

The role focuses on end-to-end global custody tax reporting, data quality, and audit readiness, with emphasis on automation and process improvement. The ideal candidate will have extensive US tax experience, deep knowledge of IRS Chapters 3, 4, and 61, and a proven ability to drive timely