Wealth Management - Client Tax Manager III - Vice President

Join our team to shape the future of tax compliance. Bring your expertise to ensure global conformity with IRS regulations and make your mark in the world of wealth management.

As a Vice President in the Tax Form Validation Team within Global Wealth Management, you will lead the local team in Manila and partner with US counterparts to ensure global conformity with IRS regulations. You will work with key internal stakeholders on the validation of US tax forms and oversee tax-related project deliverables.

Job Responsibilities:

• Serve as the local point of contact and team lead for the location strategy team.
• Review and validate tax forms, self-certification forms, and client documentation to ensure proper tax documentation.
• Ensure compliance with tax form-related matters by analyzing various fact patterns and situations.
• Review and analyze client tax information across various systems to support data accuracy and completeness.
• Collaborate with team members in Manila and the United States to support common goals 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, including presentation and influencing capabilities.
• Proficient computer skills with an emphasis on 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 how basic rules apply to varied circumstances.

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-210657011

Employment Type: FULL_TIME

Posted: 2025-08-15T19:13:15