Client Tax Documentation Operations | Manager

As a Client Tax Documentation Operations Manager, you will be responsible for managing a team that will be responsible for the verification of reviewing and validating IRS Forms, Tax documents & IDs. Certification of accounts subject to Federal Income tax withholding.

Job responsibilities
Modify customer information based on daily maintenance requests (address, tax identification number) and Verify that corrections and modifications in data are fed to various systems
Assist with training documents and training staff on new and revised processes. Implement a control function platform, maintain procedure documents and help facilitate control-centric environment
Liaise with cross line of business partners to achieve business result, improvements/ system enhancements with emphasis on strategic end state and controls
Strong client focus and relationship-building skills across lines of business, act as an escalation point for team and some cross department issues.
Management of small staff, assessing each work allocation and areas of capacity to identify bottlenecks, process efficiencies and work towards process improvement activities.
Responsible for handling of various types of scenarios critical for the business and for accuracy and timely completion of the Tax Certification process within the stipulated window.
Comply with set guidelines, procedures, rules and regulations; work as a team to achieve Service Level Agreement for the process and personal 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)
JPMorgan 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 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, ****** orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.