Tax Operations Automation Vice President

Job Description

Shape the future of operational efficiencies and your career when you spearhead our intelligent automation initiatives to design the future of operational efficiencies. Coach and mentor team members, collaborate with stakeholders, design, and deliver training on workflow automation, and streamline and revolutionize the firm’s processes.

As a Tax Operations Automation Vice President in the Markets and Custody Tax Reporting team, you conduct and manage advanced intelligent automation and business analysis to gather requirements from the Operational Function to translate process improvements and solutions for operations efficiencies. You gather information, execute, and implement automation and the digitization strategy to deliver the outcomes of automation to support the Operations function.  You will have experience validating client tax documents (Forms W-8 series, Forms W-9). You will own the end-to-end cadence of leadership reporting, strategic messaging, and operational transparency, ensuring senior stakeholders receive clear, data-driven narratives that accurately reflect the team's performance, priorities, and risk.  

 

J ob responsibilities

 

• Leads all aspects of process automation engagements including requirements gathering, solution architecture, solution development, testing, deployment, and continuous improvement, while adhering to the firm’s standards, controls, and intelligence automation solutions governance
• Identifies, designs, and manages the operational automation strategy in partnership with key stakeholders and works with technology to create the required infrastructure to support the capability of intelligence automation 
• Identifies, designs, and manages the intelligent automation solutions which allow the team to automate functions and deliver benefits for capacity creation, risk reduction, and streamline operational processes
• Coaches and mentors less experienced team members on the automation tools and potentially creates and delivers training courses and the curriculum around workflow automation 
• Manages and ensures the delivery of Objectives and Key Results (OKR), Key Performance Indicators (KPIs) and/or metrics with key stakeholders to define benefits from operational automation
• Develop and deliver executive-level reports and presentations for the Management Committee and steering committees, providing strategic insights and thought leadership
• Develop and maintain a working knowledge of the end-to-end business processes across all sub-teams, ensuring that reporting and communications accurately reflect operational realities rather than surface-level summaries
• Coordinate the execution of strategic initiatives and department-wide deliverables in partnership with senior leaders across JPMC
• Engage with sub-team leads across all functions within the organization to gather operational data, project status, KPIs, and risk indicators on a recurring basis, distilling disparate inputs into a unified, coherent picture of organizational performance
• Oversee the Tax Utility Leadership Team’s operating rhythm, including strategic reviews, goal-setting sessions, and leadership offsites
• Manage governance of the department’s goals, ensuring transparency through key performance metrics that measure organizational effectiveness 

Required qualifications, capabilities, and skills

• 7+ years of experience in delivering intelligent automation and business analysis or equivalent experience with at least 3 years in business management, chief of staff, management consulting, or strategic communications roles within a large, matrixed organization
• Bachelor's degree in Business, Tax, Finance, Communications, or a related discipline
• Proven ability to gather and analyze complex data and to develop accurate conclusions with deep comprehension of the business to understand risk implications
• Significant business and technical expertise and problem-solving methodologies focused on analyzing complex operating models, anticipating issues and use of appropriate technology to mitigate risk
• Advanced knowledge of one or multiple intelligence automation applications and programming languages 
• Experience in coaching and directing less experienced team members on automation tools 
• Proven ability to operate independently with minimal direction while maintaining alignment with leadership priorities
• Experience with analytics and reporting expertise, including the ability to interpret metrics, identify patterns, and synthesize insights from key performance indicators
• Demonstrated success in strategic planning and project management, with a strong sense of urgency and commitment to timely execution
• Strong knowledge and comprehension of Internal Revenue Codes Chapter 3, Chapter 4, and Chapter 61
• Understanding and expert knowledge of IRS Forms W9 and W8 as well as their associated requirements: Forms 1099 series, 1042-S; Forms 945 and 1042

 

Preferred qualifications, capabilities, and skills

 

• MBA or Master’s degree
• Advanced skills and understanding of business analysis, design, development, testing, and deployment
• Preferred experience supporting more than one CCB Operations Function/Line of Business

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 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

About the Team

J.P. Morgan’s Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.