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Wealth Management, Tax Operations Projects/Manager, Associate

Req #: 180002061
Location: Newark, DE, US
Job Category: Accounting/Finance/Audit/Risk
Job Description:

About J.P. Morgan Asset & Wealth Management


J.P. Morgan Asset & Wealth Management, with client assets of $2.4 trillion, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.

Our Business


Wealth Management Operations supports the J.P. Morgan Private Bank in J.P. Morgan’s Asset & Wealth Management line of business. The Private Bank is the world’s premier service provider for ultra-high net worth individuals. Our goal is to help these affluent individuals across the globe optimize their wealth after tax across generations. Wealth Management Operations provides end to end support for all aspects of the client experience, working with client service, fiduciary, product specialty groups, third party vendors and other internal groups


Position Summary


The Wealth Management Operations Tax Project Manager will be responsible for leading projects from initiation through implementation. The scope includes both business driven improvement projects and firm-initiated projects for Regulatory purposes. The Project Manager will be expected to develop relationships and partner with internal operations, Corporate Tax, the front office and technology teams and other LOB’s as necessary during the requirement, build and testing phases of the project as well as the support of the production implementation. In addition, the Project manager will need to communicate and track project statuses across multiple project.


The Tax Operations Associate is expected to have an understanding of the financial activity as it relates to tax withholding and reporting.  A holistic understanding of the tax cost and reporting process as it relates to specific financial instruments. The Tax Operations Associate is expected to manage the team with tax projects that impact our accounting system including system enhancements, transition of accounts from other platforms, new securities, and new services.


  • Management of staff

  • Analyze transactional activity for consistency and accuracy; liaise with appropriate team(s) and/or individual(s) to facilitate the required adjustments

  • Assess the impact of industry, legislative, and/or other changes and develop and communicate required procedural changes resulting from the industry and legislative changes

  • Perform analysis on tax and security research

  • Review and analyze the integrity of data (client, security, and transactional)

  • Perform data and tax package analysis as well as year-end controls and verification

  • Create and distribute the 1099s, 1042S forms, and tax packages

  • Ability to identify areas of improvement and recommend efficiency enhancements

  • Cross train with other team members, other operational teams, as well as Client Service

  • Document and enhance procedures and training documentation

  • Document and enhance MIS relating to data analysis, inquiries, and maintain daily MIS

  • Project lead responsible for project’s overall success, ensuring delivery is on time, on scope and on budget

  • Ensure adherence to procedures, control policies, and service level agreements

  • Ensure project is completed in accordance with Risk, Compliance, Tax Regulation and other relevant firm-wide guidelines

  • Manage, communicate, and participate in multiple operational, technological, and business projects (scope, budget, business requirements, testing, implementation, procedures, etc.)

  • Liaise with business partners to assist in the development, enhancement, and implementation of best practices (other areas of Wealth Management, Investment Bank, and the firm)

  • Serve as a subject matter expert

  • Diagnose and facilitate resolution of key issues and risks within the project

  • Ensure operational and business change readiness

  • Conduct overall project evaluations/quality control

  • Support the team’s structure and goals



  • Excellent written and verbal communication skills

  • Team player with excellent organizational, multitasking, and prioritizing skills

  • Excessive attention to detail and ability to work independently

  • Strong interpersonal and relationship building skills

  • Interest in the nuances of Tax Regulations and their impact on internal processes and client interactions

  • Licensed Series 99 or ability to obtain within 120 days

  • Demonstrated ability to successfully manage multiple complex projects simultaneously

  • Three to five years of financial/operational experience

  • Demonstrate strong leadership skills

  • Ability to multi-task, plan, and prioritize in a fast-paced environment across multiple financial instruments

  • Ability to work as a strong team member

  • Advanced problem solving and analytical skills

  • Excellent time management and strong organizational skills

  • Strong oral and written communication skills; comfortable with scheduling and facilitating discussions

  • Strong reconciliation skills

  • Tax experience

  • Flexibility to work extended hours as needed

  • Proficient with Microsoft Products – Word, Excel and Power Point

  • BS/BA required


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