The Client Tax Manager I validates US tax forms, ensures compliance with IRS regulations, and collaborates with team members while managing deadlines.
Job Description
Join our Global Wealth Management team and play a crucial role in ensuring compliance with IRS tax certification requirements. Unlock your potential by collaborating with key stakeholders and contributing to tax-related project deliverables.
As a Tax Form Validation Associate in the Global Wealth Management team, you will ensure global conformity with IRS regulations for the Private Bank. You will work closely with internal stakeholders to validate US tax forms and oversee tax-related project deliverables.
Job Responsibilities:
Required qualifications, capabilities, and skills:
Preferred qualifications, capabilities, and skills:
About Us
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.
About the Team
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
Join our Global Wealth Management team and play a crucial role in ensuring compliance with IRS tax certification requirements. Unlock your potential by collaborating with key stakeholders and contributing to tax-related project deliverables.
As a Tax Form Validation Associate in the Global Wealth Management team, you will ensure global conformity with IRS regulations for the Private Bank. You will work closely with internal stakeholders to validate US tax forms and oversee tax-related project deliverables.
Job Responsibilities:
- Review and validate tax forms, self-certification forms, and client documentation to ensure proper tax documentation.
- Ensure compliance with supporting documentation for tax form-related matters.
- Analyze client tax information across various systems, supporting data accuracy and completeness.
- Collaborate with team members in Manila and the United States to meet common goals and deadlines.
- Self-direct and manage personal tasks and deadlines.
Required qualifications, capabilities, and skills:
- Knowledge of IRS requirements, focusing on tax documentation and due diligence rules.
- Undergraduate degree in accounting, finance, economics, or related field.
- Highly organized and detail-oriented with strong analytical skills.
- Excellent written and verbal communication skills.
- Proficient computer skills, especially in Microsoft Office tools: Excel, PowerPoint, and Word.
- Ability to work US hours during training and extended hours during high-volume periods.
Preferred qualifications, capabilities, and skills:
- Advanced degree in accounting, finance, economics, or related field.
- Flexibility in handling different tasks and understanding varied circumstances.
- Ability to work independently and influence others effectively.
About Us
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.
About the Team
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
Top Skills
Microsoft Office (Excel
PowerPoint
Word)
Similar Jobs at JPMorganChase
Financial Services
Support process improvements and the Nationwide Multistate Licensing System registration process. Collaborate on requirements gathering, data analysis, reporting, and project planning while advancing skills in business analytics.
Top Skills:
AlteryxExcelSQLTableau
Financial Services
Lead the Tax Form Validation Team, ensure compliance with IRS tax regulations, validate client tax forms, and collaborate with teams in the US and Manila.
Top Skills:
ExcelMS OfficePowerPointWord
Financial Services
As a Performance and Risk Analyst, support institutional clients with performance analyses, implement objectives, manage client reporting, and lead a team in investment analytics.
Top Skills:
Factset
What you need to know about the Melbourne Tech Scene
Home to 650 biotech companies, 10 major research institutes and nine universities, Melbourne is among one of the top cities for biotech. In fact, some of the greatest medical advancements were conceptualized and developed here, including Symex Lab's "lab-on-a-chip" solution that monitors hormones to predict ovulation for conception, and Denteric's vaccine for periodontal gum disease. Yet, the thousands of people working in the city's healthtech sector are just getting started, to say nothing of the tech advancements across all other sectors.
