Vice President – Tax Reporting & Transformation Manager

Are you looking for a leadership opportunity where you can guide a growing team, deepen your tax expertise, and build your capabilities in automation, analytics, and AI? In this role, you will champion tax reporting excellence for a global custody business and help protect clients through accurate, timely, audit-ready reporting. You will also have the opportunity to develop and apply emerging AI and intelligent automation capabilities within a highly innovative financial institution. Working at the intersection of tax, data, technology, and operations, you will identify opportunities to modernize established processes, develop new skills, and help shape how emerging technologies are responsibly applied to tax reporting and controls.

As a Vice President – Tax Reporting & Transformation Manager in the Tax Reporting team, you will lead the delivery of accurate, timely, and audit-ready tax withholding and information reporting that supports clients and the integrity of the financial system. You will apply deep technical expertise, strong operational discipline, and people leadership to improve data quality, strengthen controls, and execute critical year-end deliverables with confidence.

This role offers a unique opportunity for an experienced tax professional to expand their technology skill set, gaining practical exposure to automation, analytics, and AI-enabled capabilities while remaining grounded in a highly technical tax leadership position.

Job responsibilities

• Serve as a key subject matter expert on FATCA, CRS, and U.S. Internal Revenue Code Chapters 3, 4, and 61 withholding and reporting obligations as they apply to a global custody business
• Demonstrate end-to-end knowledge of the tax reporting lifecycle, including data sourcing, validation, controls, issue management, reconciliations, and filing deliverables (e.g., Forms 1042-S/1042, the 1099 series, and global tax reports)
• Partner with stakeholders across Tax, Operations, Technology, Product, and other functions to ensure reporting processes are executed accurately, consistently, and on time
• Advise on documentation requirements, withholding determinations, and reporting obligations in accordance with applicable regulations and policies
• 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
• Identify opportunities to transform tax processes through intelligent automation, workflow redesign, analytics, and AI-enabled capabilities, while maintaining appropriate controls, governance, and human oversight
• Apply analytics, automation, and responsibly governed AI-enabled capabilities to solve complex tax and operational challenges, identify anomalies, improve controls, and reduce manual work, partnering with technology and data specialists to move opportunities from concept through implementation
• Leverage workflow automation, rules-based controls, and analytics to maintain strong data quality and integrity and perform timely, accurate reconciliations, ensuring completeness, consistency, and audit-ready support
• Champion a culture of continuous learning by evaluating new tools and approaches and helping the broader Tax Reporting organization build appropriate automation, data, and AI capabilities

 

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 U.S. information reporting, withholding, FATCA, and CRS
• Strong technical knowledge of IRS requirements under Chapters 3, 4, and 61, with particular focus on year-end reporting requirements
• Demonstrated experience improving processes through automation, analytics, data-driven solutions, or other technology-enabled approaches
• Strong organizational and analytical skills with the ability to manage multiple priorities in a fast-paced environment
• Curiosity and willingness to develop new skills in AI, automation, analytics, and emerging technologies with the ability to apply them responsibly to tax and operational challenges

Preferred qualifications, capabilities, and skills

• Prior experience in financial services with specialization in global custody
• Advanced knowledge of automation and analytics tools such as Alteryx, Python, or similar platforms
• Experience identifying opportunities to apply technology, automation, analytics, or AI to operational workflows
• Interest in expanding practical knowledge of AI-enabled solutions, including how they can be evaluated, implemented, governed, and scaled within a complex financial-services environment
• Demonstrated ability to partner across Tax, Operations, Technology, Data, and Product functions to deliver process improvements

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. 

About the company

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