JPMorgan Client Tax Manager III - Vice President 

United States, Ohio, Columbus 

196210003

Job responsibilities

• Lead and manage the year-end tax reporting project, ensuring timely and accurate issuance of Forms 1098, 1099, and 1042
• Oversee tax operations across multiple lines of business, including lending, card, mortgage, auto, and business banking within CCB
• Collaborate with internal stakeholders, including compliance, legal, and technology teams, to ensure adherence to regulatory requirements and internal policies
• Develop and implement strategies to improve tax reporting processes and enhance operational efficiency
• Serve as the primary point of contact for customer inquiries related to tax reporting, providing exceptional service, and resolving issues promptly
• Monitor and analyze tax reporting data to identify trends, discrepancies, and areas for improvement
• Ensure compliance with federal, state, and local tax regulations and reporting requirements.
• Prepare and present regular reports to senior management on the status of tax operations and year-end projects
• Manage and mentor a team of tax operations professionals, fostering a culture of continuous improvement and professional development

Required qualifications, capabilities, and skills

• Bachelor's degree in Accounting, Finance, Business Administration, or a related field
• 8+ years of experience in tax operations, with a focus on year-end tax reporting (Forms 1098, 1099, and 1042)
• Proven experience in managing large-scale tax reporting projects within a financial services environment
• High-level knowledge of federal, state, and local tax regulations and reporting requirements.
• Excellent leadership and team management skills, with the ability to motivate and develop a high-performing team
• Exceptional analytical and problem-solving abilities, with a keen attention to detail
• Advanced communication and interpersonal skills, with the ability to effectively interact with internal and external stakeholders
• Proficiency in tax reporting software and financial systems
• Ability to work under pressure and meet tight deadlines in a fast-paced environment

Preferred qualifications, capabilities, and skills

• Advanced degree or professional certification (e.g., CPA, MBA) is preferred

Work schedule

• This hybrid role requires going into the office three days a week with two days' flexibility to work from home, subject to change