Vice President Tax Reporting Manager – AI & Intelligent Automation

JPMorgan Chase · Newark

Are you looking for a leadership opportunity where you can guide a growing team in a fast-paced, technically complex environment? 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 serve as a senior technical expert across U.S. tax withholding and information reporting requirements and relevant global tax reporting regimes. You will partner across stakeholders to strengthen end-to-end processes and controls. You will also help modernize reporting through intelligent automation and analytics.

As a Vice President Tax Reporting Manager – AI & Intelligent Automation 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.

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 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
Leverage intelligent automation (e.g., workflow automation, rules-based controls, and analytics) to maintain strong data hygiene and perform timely, accurate reconciliations, ensuring completeness, consistency, and audit-ready support
Apply analytics and responsibly governed AI-enabled capabilities to identify anomalies, improve controls, and reduce manual work while maintaining appropriate oversight and documentation

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 track record of leveraging intelligent automation to streamline and standardize processes, enhance control effectiveness, and reduce manual touchpoints through measurable 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 automation and analytics tools such as Alteryx, Python, or similar platforms
Demonstrated ability to identify opportunities for AI and automation integration within operational workflows, including experience evaluating, implementing, or governing AI-driven solutions to achieve scalable process improvements and strategic objectives

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

Lead U.S. tax withholding and information reporting for a global custody business, strengthening controls and automation.

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