
at J.P. Morgan
Bulge Bracket Investment BanksPosted 3 days ago
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**Vice President Project Manager (Plano, TX)** leads complex tax operations initiatives, driving compliance and optimizing processes. Translate intricate tax requirements into executable roadmaps, enhancing data quality, governance, and cross-functional collaboration. Key responsibilities include end-to-end delivery management, risk oversight, and stakeholder communication. Requires a Bachelor's degree in financerelated field, 5+ years in financial services tax ops PM, and working knowledge of US tax withholding and reporting. Influence stakeholders with excellent communication skills. Preferred: MBA & AI/automation experience.
- Compensation
- Not specified
- City
- Not specified
- Country
- United States
Currency: Not specified
Full Job Description
Location: Plano, TX, United States
Job responsibilities
- Lead end-to-end delivery of tax operations initiatives, including scope, roadmap, budget, and governance to achieve on-time and within-budget outcomesBuild and maintain a dependency-driven project plan with milestones, resourcing, and delivery metrics; keep plans current and execution transparentFacilitate working group meetings by setting agendas, driving decisions, documenting actions and owners with due dates, and escalating issues through governance when neededDesign and implement target operating models and re-engineered processes, embedding controls, service level agreements, and key performance indicators to support accurate withholding, documentation, and reportingManage risks, issues, and dependencies; enforce change control; maintain audit evidence and readiness for internal controls over financial reporting and other applicable control requirementsDrive stakeholder communications and change management by preparing governance updates and ensuring standard operating procedures are developed and adopted
Required qualifications, capabilities and skills
- Bachelors degree in Business Administration, Finance, Accounting, or a related fieldMinimum of 5 years of project management experience within financial services, with a focus on tax operationsWorking knowledge of U.S. tax withholding and reporting requirements (e.g., Foreign Account Tax Compliance Act (FATCA), Nonresident Alien (NRA), backup withholding, Forms 1099 and 1042S)Demonstrated experience delivering complex, cross-functional initiatives from initiation through closureUnderstanding of tax operations controls, regulatory requirements, and operational best practicesStrong written and verbal communication skills, with the ability to influence and align stakeholders
Preferred qualifications, capabilities and skills
- Master of Business Administration (MBA) or other advanced degree
- Demonstrated ability to identify opportunities for AI and automation integration within operational workflows, including experience evaluating, implementing, or governing AI-driven solutions to achieve scalable process improvements and strategic objectives
Lead tax operations programs end to end, modernize controls, and deliver audit-ready regulatory outcomes.
Vice President Project Manager
Compensation
Not specified
City: Not specified
Country: United States
ExperiencedNo visa sponsorship**Vice President Project Manager (Plano, TX)** leads complex tax operations initiatives, driving compliance and optimizing processes. Translate intricate tax requirements into executable roadmaps, enhancing data quality, governance, and cross-functional collaboration. Key responsibilities include end-to-end delivery management, risk oversight, and stakeholder communication. Requires a Bachelor's degree in financerelated field, 5+ years in financial services tax ops PM, and working knowledge of US tax withholding and reporting. Influence stakeholders with excellent communication skills. Preferred: MBA & AI/automation experience.
Full Job Description
Location: Plano, TX, United States
Help shape how a critical tax operations function delivers accurate, timely, and well-controlled outcomes. You will lead programs that translate complex requirements into practical execution plans and sustainable processes. Join a collaborative environment that values strong governance, clear communication, and continuous improvement. Your work will directly support operational integrity and regulatory readiness.As a Vice President Project Manager in Client Tax Operations team, you will lead regulatory and strategic programs end to endturning complex tax requirements into actionable roadmaps, modernizing processes and controls, and delivering audit-ready results. You will drive cross-functional execution, governance discipline, data quality, and on-time delivery across withholding, documentation, and reporting activities.Job responsibilities
- Lead end-to-end delivery of tax operations initiatives, including scope, roadmap, budget, and governance to achieve on-time and within-budget outcomesBuild and maintain a dependency-driven project plan with milestones, resourcing, and delivery metrics; keep plans current and execution transparentFacilitate working group meetings by setting agendas, driving decisions, documenting actions and owners with due dates, and escalating issues through governance when neededDesign and implement target operating models and re-engineered processes, embedding controls, service level agreements, and key performance indicators to support accurate withholding, documentation, and reportingManage risks, issues, and dependencies; enforce change control; maintain audit evidence and readiness for internal controls over financial reporting and other applicable control requirementsDrive stakeholder communications and change management by preparing governance updates and ensuring standard operating procedures are developed and adopted
Required qualifications, capabilities and skills
- Bachelors degree in Business Administration, Finance, Accounting, or a related fieldMinimum of 5 years of project management experience within financial services, with a focus on tax operationsWorking knowledge of U.S. tax withholding and reporting requirements (e.g., Foreign Account Tax Compliance Act (FATCA), Nonresident Alien (NRA), backup withholding, Forms 1099 and 1042S)Demonstrated experience delivering complex, cross-functional initiatives from initiation through closureUnderstanding of tax operations controls, regulatory requirements, and operational best practicesStrong written and verbal communication skills, with the ability to influence and align stakeholders
Preferred qualifications, capabilities and skills
- Master of Business Administration (MBA) or other advanced degree
- Demonstrated ability to identify opportunities for AI and automation integration within operational workflows, including experience evaluating, implementing, or governing AI-driven solutions to achieve scalable process improvements and strategic objectives
Lead tax operations programs end to end, modernize controls, and deliver audit-ready regulatory outcomes.




