You are a strategic thinker passionate about driving solutions. You have found the right team
As a Client Tax Documentation Operations Manager within our dedicated verification team, you will be responsible for leading the review, validation, and verification of IRS Forms, Tax documents & IDs. This role offers a challenging and rewarding environment where you will have the opportunity to certify accounts subject to Federal Income tax withholding, ideal for those with a keen eye for detail.
Job responsibilities
- Modify customer information based on daily maintenance requests, such as address and tax identification number, and verify that corrections and modifications are updated in various systems.
- Assist with creating training documents and training staff on new and revised processes.
- Implement a control function platform, maintain procedure documents, and help drive a control-centric environment.
- Liaise with cross-line business partners to achieve business result-driven improvements and system enhancements, emphasizing strategic end state and controls.
- Demonstrate strong client focus and relationship-building skills across lines of business, acting as an escalation point for team and some cross-department issues.
- Manage a small staff, assessing work allocation and areas of capacity to identify bottlenecks, process efficiencies, and work towards process improvement activities.
- Make decisions about handling various scenarios critical for the business, ensuring accuracy and timely completion of the Tax Certification process within the stipulated window.
- Comply with set guidelines, procedures, rules, and regulations, and work as a team to achieve Service Level Agreements for the process and individual targets.
Required qualifications, capabilities and skills
- Over 10 years of experience with 5+ years in a People Manager role and/or 3+ years Business Process and Managerial experience
- Proficiency with MS Office applications (Word, Excel, Power Point)
- Demonstrates clear understanding of the importance of effective customer service, internally and externally
- Demonstrates high standards of integrity and openness
- Attention to detail and ability to work independently as well as collaborate, partner and work in a team environment
- Excellent relationship building and stakeholder management skills
- Strong analytical, data management and problem solving skills
Preferred qualifications, capabilities and skills
- Post Graduate and/or MBA (Finance) and related industry benchmark certifications as example - asset servicing, KYC, Doc Management
- Knowledge of Investment Bank businesses
- Knowledge of US Tax forms, CRS, and FATCA regimes
- Knowledge of US and non-US Regulations (including Tax)
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 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.
