Executive Director, Client Tax Operations - Control Management - JPMorgan Chase
Newark, DE
About the Job
Join the Operations Control Management (OCM) team at a senior global level, offering operational, regulatory, and governance support for our global Client Tax Operations segment within Securities Services Operations.
As the Executive Director of Control Management, you will lead a team of controls managers overseeing the governance and oversight of JPMorgan's global Client Tax Operations (CTO), a firm wide utility of JPMorganChase, focusing on Custody and Markets within the CIB business. You will assess operating models and risk management controls, engage with stakeholders to mitigate operational risk, and participate in data management initiatives to enhance data-driven decision-making. You will also present the CTO controls environment to senior management and external stakeholder to further data driven decision making at the highest levels of the organization.
As the lead control manager for CTO, you will oversee a team of ~8 employees to ensure efficient execution of tax-related processes and controls. You will use data analysis for real-time control evaluation, identify and mitigate risks, collaborate with cross-functional teams, and develop a data model for metrics reporting to senior management. Your role also involves driving continuous improvement, reducing risk exposure, and mentoring team members to promote a culture of learning and development.
As a lead in the broader Operations Control Management (OCM) team, you will report to the Global Head of Securities Services Operations Governance and Controls Management, helping oversee 90 employees. You will contribute to developing the OCM strategy for 2025 and support key initiatives, focusing on operational risk mitigation through a sustainable controls environment. Partnering with Operations management, you will address global regulatory changes. OCM emphasizes a joint accountability model, focusing on Control Design & Expertise, Risks & Controls Identification/Assessment, Issues & Control Deficiencies, and Control Governance & Reporting.
The ideal candidate will possess a strong background in risk management, exceptional data analysis and data management skills, in addition to a strong understanding of tax functions.
Job responsibilities:
+ Lead the Client Tax Operations (CTO) Control Management team, ensuring effective oversight of tax-related processes and controls, and execution of the CIB's controls management agenda.
+ Cultivate a proactive risk and control culture with proven evaluation strategies and change management protocols.
+ Foster an inclusive culture to attract, develop, and retain diverse talent, enhancing employee engagement.
+ Promote continuous learning and development within the team and supported Operations teams.
+ Partner with colleagues across the firm, including legal, compliance, risk, audit, and technology, to drive consistent operational risk practices.
+ Act as a subject matter expert on control policies, compliance requirements, and industry best practices.
+ Implement robust data analysis and management strategies to monitor CTO health and identify risks.
+ Collaborate with cross-functional teams for accurate process execution and risk mitigation.
+ Prepare and present reports and recommendations to senior management and stakeholders.
+ Drive continuous improvement initiatives and stay current with tax law changes.
+ Lead interactions with audit, compliance, and regulators, and manage key metrics to inform on the risk and control environment.
Required qualifications, capabilities, and skills:
+ 6+ years of experience in tax operations, controls, or a related field, with a focus on data analysis and risk management
+ Bachelor's degree in Accounting, Finance, Taxation, or a related field
+ Experience leading a global function within a regulated financial services environment
+ Strong analytical skills with the ability to interpret complex data and provide actionable insights
+ Strong data orientation and ability to lead on data culture, practice development and tooling: proficiency in data management tools and software (e.g., Excel, SQL, Tableau)
+ Excellent written and verbal communication skills, with the ability to convey complex information clearly and concisely
+ Demonstrated experience in risk management and the development of control frameworks
+ Strong leadership and team management skills, with a track record of successfully leading and developing high-performing teams
+ Detail-oriented with a commitment to accuracy and quality
+ Highly disciplined self-starter, with the ability to execute in a fast-paced, results-driven environment
Preferred qualifications, capabilities, and skills:
+ Experience in managing a geographically distributed team
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 offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
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.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
Base Pay/Salary
Jersey City,NJ $175,750.00 - $260,000.00 / year
As the Executive Director of Control Management, you will lead a team of controls managers overseeing the governance and oversight of JPMorgan's global Client Tax Operations (CTO), a firm wide utility of JPMorganChase, focusing on Custody and Markets within the CIB business. You will assess operating models and risk management controls, engage with stakeholders to mitigate operational risk, and participate in data management initiatives to enhance data-driven decision-making. You will also present the CTO controls environment to senior management and external stakeholder to further data driven decision making at the highest levels of the organization.
As the lead control manager for CTO, you will oversee a team of ~8 employees to ensure efficient execution of tax-related processes and controls. You will use data analysis for real-time control evaluation, identify and mitigate risks, collaborate with cross-functional teams, and develop a data model for metrics reporting to senior management. Your role also involves driving continuous improvement, reducing risk exposure, and mentoring team members to promote a culture of learning and development.
As a lead in the broader Operations Control Management (OCM) team, you will report to the Global Head of Securities Services Operations Governance and Controls Management, helping oversee 90 employees. You will contribute to developing the OCM strategy for 2025 and support key initiatives, focusing on operational risk mitigation through a sustainable controls environment. Partnering with Operations management, you will address global regulatory changes. OCM emphasizes a joint accountability model, focusing on Control Design & Expertise, Risks & Controls Identification/Assessment, Issues & Control Deficiencies, and Control Governance & Reporting.
The ideal candidate will possess a strong background in risk management, exceptional data analysis and data management skills, in addition to a strong understanding of tax functions.
Job responsibilities:
+ Lead the Client Tax Operations (CTO) Control Management team, ensuring effective oversight of tax-related processes and controls, and execution of the CIB's controls management agenda.
+ Cultivate a proactive risk and control culture with proven evaluation strategies and change management protocols.
+ Foster an inclusive culture to attract, develop, and retain diverse talent, enhancing employee engagement.
+ Promote continuous learning and development within the team and supported Operations teams.
+ Partner with colleagues across the firm, including legal, compliance, risk, audit, and technology, to drive consistent operational risk practices.
+ Act as a subject matter expert on control policies, compliance requirements, and industry best practices.
+ Implement robust data analysis and management strategies to monitor CTO health and identify risks.
+ Collaborate with cross-functional teams for accurate process execution and risk mitigation.
+ Prepare and present reports and recommendations to senior management and stakeholders.
+ Drive continuous improvement initiatives and stay current with tax law changes.
+ Lead interactions with audit, compliance, and regulators, and manage key metrics to inform on the risk and control environment.
Required qualifications, capabilities, and skills:
+ 6+ years of experience in tax operations, controls, or a related field, with a focus on data analysis and risk management
+ Bachelor's degree in Accounting, Finance, Taxation, or a related field
+ Experience leading a global function within a regulated financial services environment
+ Strong analytical skills with the ability to interpret complex data and provide actionable insights
+ Strong data orientation and ability to lead on data culture, practice development and tooling: proficiency in data management tools and software (e.g., Excel, SQL, Tableau)
+ Excellent written and verbal communication skills, with the ability to convey complex information clearly and concisely
+ Demonstrated experience in risk management and the development of control frameworks
+ Strong leadership and team management skills, with a track record of successfully leading and developing high-performing teams
+ Detail-oriented with a commitment to accuracy and quality
+ Highly disciplined self-starter, with the ability to execute in a fast-paced, results-driven environment
Preferred qualifications, capabilities, and skills:
+ Experience in managing a geographically distributed team
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 offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
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.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
Base Pay/Salary
Jersey City,NJ $175,750.00 - $260,000.00 / year
Source : JPMorgan Chase