This opportunity will empower you to transform our operating environment while providing exposure to the breadth of services and products across the firm. Join our team and take your career to the next level!As an Automation Lead/Program Manager - Vice President within the Governance & Oversight Team, you will work with a range of teams across the firm as part of the global Client Tax Operations Utility. You are part of the team that partners with various Corporate and Line of Business Stakeholders including senior managers to deliver key operational, control, audit and other regulatory initiatives supporting firmwide client tax activities. You will create efficiency, consistency and cohesiveness while mitigating risk to ensure regulatory compliance. You will also have the opportunity to enhance the current automation book of work while also developing new solutions and exploring potential avenues to expand our regulatory focused programs.Job responsibilities
Lead the Legal Entity Registration and Management Program responsible for the oversight of FATCA registration requirements for JPMorgan legal entities maintaining the system of record for all legal entity registrations, and ensuring accuracy via monthly reconciliations to IRS databases
Oversee requests by external counterparties for JPMorgan legal entity tax documentation (W-8s, W-9s and CRS forms) ensuring proper firm-related tax documents are distributed to business and operations teams
Manage the Inter-Affiliate Services (IAS) Charter Life-Cycle Process (e.g., On-boarding, Steady State and Disengagement) for all Client Tax Operations Utility charters acting as a subject matter expert for all IAS Charter questions and assisting with the implementation of required decisions by Charter Owners
Provide effective management and oversight of all IAS Charter Program requirements in partnership with Charter Owners ensuring accurate scope of services, impacted legal entities, inherent risk ratings, quarterly scorecards, annual re-certifications etc., as well as completion of other required Steady State and Disengagement requirements, as applicable
Maintain existing and on-going identification of automation opportunities across the team including areas for improvement focused on tax form requests, legal entity registrations, Tableau Dashboards, and Quality Assurance Testing
Analyze large datasets to identify trends, patterns, and insights that can drive operational improvements, efficiencies, and compliance while also reducing manual intervention
Communicate complex data findings, metrics, and recommendations to senior management in various formats and forums in a clear and concise manner
Maintain all program documentation including Standard Operation Procedures, Team Operating Models, Framework documents, related Tableau Dashboards and SharePoint sites for the Legal Entity and Management, Tax Control, and IAS Charters Programs
Required qualifications, capabilities, and skills
Minimum of 2 years' experience managing a team and demonstrated ability to successfully lead within a changing control/regulatory environment
Bachelor's degree in Business or related field
High-level analytical and problem-solving skills
Ability to plan, lead and execute programs in an efficient manner including tracking and completing multiple deliverables on time in collaboration with various stakeholders
Effective relationship management and able to work effectively in a multi-cultural and international environment
Proficiency with Intelligent Automation tools (e.g., Alteryx, UiPath, Tableau etc.) including the registration process with the desire to learn new tools and applications
A quick learner who is highly motivated, results oriented, collaborative with a high-level sense of integrity and attention to detail
Exceptional communication and presentation skills, with the ability to convey complex data insights to non-technical stakeholders
Preferred qualifications
Experience with tax information reporting and withholding (IRW), tax form validation, withholding determinations, year-end tax reporting or equivalent experience
Experience with data governance, data quality assurance and management
Experience with machine learning and advanced analytics techniques
Knowledge of financial systems and products
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
This position is not eligible for H1B or SponsorshipJPMorgan Chase & Co., 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. For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and 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 is an Equal Opportunity Employer, including Disability/VeteransBase Pay/SalaryBrooklyn,NY $114,000.00 - $182,000.00 / year