Are you looking for an exciting opportunity to lead a dynamic and growing team in a fast-paced and technically challenging environment? This is a unique opportunity to drive tax compliance excellence within our Workplace Solutions business, building and developing a high-performing team while serving as a senior technical authority on FATCA/CRS, US information reporting, and withholding compliance.
As a Tax Compliance Vice President within the Workplace Solutions team, you will play a central leadership role in running the day-to-day tax compliance function, leading a team of tax professionals, and partnering closely with business, product, and technology stakeholders. You will be responsible for ensuring adherence with Internal Revenue Service regulations, intergovernmental agreement obligations, and country-specific reporting requirements, while driving process transformation and operational efficiency across the function. You will work closely with senior management to escalate key decisions and ensure alignment with broader business and compliance objectives.
Job responsibilities
- Serve as a key subject matter expert on FATCA, CRS, Canadian, Chapter 3, and Chapter 61 withholding and reporting obligations as they apply to the Workplace Solutions business
- 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
- Advise on documentation requirements, withholding determinations, and reporting obligations
- Lead and develop a high-performing tax compliance team, fostering a culture of accountability, continuous learning, and technical excellence
Set clear performance expectations, provide ongoing coaching and mentorship, and support career development for team members at all levels
- Support team capacity and prioritization across competing deliverables, escalating to senior management as appropriate
- Support the identification, design, and implementation of process transformation initiatives across tax compliance workflows, with a focus on scalability, risk reduction, and efficiency
- Partner with technology and operations teams to drive automation of manual processes, leveraging tools such as Alteryx, Tableau, and other workflow solutions
- Maintain and enhance policies, procedures, and controls for continuous information reporting and withholding compliance across client onboarding, account opening, and servicing workflows
- Track key performance indicators for the team, using data-driven insights to identify improvement opportunities and report progress to senior leadership
Required qualifications, capabilities, and skills
- Bachelor's degree in Accounting, Finance, Law, 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
- Experience leading or managing a team, with a track record of developing talent and contributing to team performance
- Demonstrated ability to contribute to process improvement or transformation initiatives, with measurable outcomes
- Excellent written and verbal communication skills, including the ability to translate complex tax concepts into clear guidance for non-technical audiences
- Strong organizational and analytical skills with the ability to manage multiple priorities in a fast-paced environment
- Proficiency in Microsoft Office Suite, with advanced Excel and PowerPoint capabilities
Preferred qualifications, capabilities, and skills
- Prior experience in financial services, asset management, or an equity compensation environment
- Familiarity with automation and data analytics tools, such as Alteryx, Tableau, and others
Work schedule
- Full time in office
This position does not support any Visa sponsorship now or in the future
About UsWe 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
Skills Required
- Bachelor's degree in Accounting, Finance, Law, or related field
- 5+ years of tax experience focused on US information reporting, withholding, FATCA, and CRS
- Subject matter expertise on FATCA, CRS, Chapter 3 and Chapter 61 withholding and reporting
- Strong technical knowledge of IRS requirements under Chapters 3, 4, and 61, including year-end reporting
- Experience leading or managing a team and developing talent
- Demonstrated ability to contribute to process improvement or transformation initiatives
- Excellent written and verbal communication skills; translate complex tax concepts for non-technical audiences
- Strong organizational and analytical skills; ability to manage multiple priorities
- Proficiency in Microsoft Office Suite, with advanced Excel and PowerPoint capabilities
- Prior experience in financial services, asset management, or an equity compensation environment
- Familiarity with automation and data analytics tools such as Alteryx and Tableau
JPMorganChase Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about JPMorganChase and has not been reviewed or approved by JPMorganChase.
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Healthcare Strength — Medical, dental, vision, and mental-health coverage are broad, with wellness incentives, on-site or virtual care, and an EAP offering coaching and counseling. Plan materials emphasize accessible options, including multiple medical choices and tools to manage costs.
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Parental & Family Support — Paid parental leave extends up to 16 weeks for all parents, supplemented by paid Critical Caregiver Leave. Family resources include backup childcare via Bright Horizons, lactation support and milk-shipping, family-building assistance, and even a free five-month SNOO rental for newborns.
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Retirement Support — Retirement programs include a 401(k) with an annual company match and automatic pay credits for most employees, with a legacy pension available to earlier hires. An Employee Stock Purchase Plan at a 5% discount further supports long-term savings.
JPMorganChase Insights
What We Do
JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $3.7 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world’s most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands. Technology fuels every aspect of our company and is at the heart of everything we do. With over 50,000 technologists globally and an annual tech spend of $12 billion, we are dedicated to improving the design, analytics, development, coding, testing and application programming that goes into creating high quality software and new products. Learn more about technology at our firm, explore resources from our Distinguished Engineers, AI & ML researchers, and other experts; access the latest episode of our TechTrends podcast, and more at www.jpmorgan.com/technology. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com. ©2023 JPMorgan Chase & Co. All rights reserved. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans.
Why Work With Us
Our technologists work on a diverse range of solutions that include strategic technology initiatives, big data, mobile, electronic payments, machine learning, cybersecurity, enterprise cloud development, and other state-of-the-art technologies.
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