Wealth Management - Client Tax Manager I - US Tax
Yesterday• Bonifacio Global City, Philippines
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:
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- 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.
Client-provided location(s): Bonifacio Global City, Philippines
Job ID: JPMorgan-210657006
Employment Type: FULL_TIME
Posted: 2025-08-15T19:13:15
Perks and Benefits
Health and Wellness
Parental Benefits
Work Flexibility
Office Life and Perks
Vacation and Time Off
Financial and Retirement
Professional Development
Diversity and Inclusion