Tax Operations Supervisor

Client Tax Analyst

Join a high‑impact Tax Operations team that safeguards regulatory compliance by validating W‑8/W‑9 certifications, customer regulatory documents, and accurate withholding outcomes. Lead with controls, quality, and speed—partnering across the business to resolve issues, enhance processes, and deliver timely, accurate tax certifications in a fast‑paced, 24x5 environment aligned to the US calendar.

Job Summary 

 As a Tax Operations Supervisor within the Tax Operations team, you will review and validate IRS forms and IDs, certify accounts subject to federal income tax withholding, and ensure timely, accurate completion of customer requests under defined procedures and controls. You will exercise sound judgment on business‑critical scenarios, collaborate frequently with internal partners, and drive adherence to quality and SLA commitments. You will champion due diligence, foster a high‑performing team culture, and lead continuous process improvement and mapping initiatives.

 Job Responsibilities 

• Verify IRS forms W‑8/W‑9, tax documents, and identification for completeness and accuracy.
• Certify accounts subject to federal income tax withholding in line with applicable policies and regulations.
• Validate customer‑submitted regulatory documents and maintain appropriate evidentiary records.
• Ensure timely completion of customer requests and tax certifications by adhering to procedures, guidelines, and defined processing parameters.
• Perform due diligence across all processing steps, execute quality checks, and meet daily quantity, quality, and SLA standards.
• Lead, coach, and motivate the team while cultivating a strong, positive culture; communicate frequently with internal business partners to resolve issues.
• Decide on handling approaches for diverse, business‑critical scenarios; apply domain knowledge to identify opportunities, diagnose issues, determine solutions, and drive process improvements including process mapping.

Required qualifications, skills and capabilities 

• Bachelor’s degree or equivalent experience; 6+ years total experience with at least 2+ years in relevant and supervisory capacities; working knowledge of US tax forms W‑8 and W‑9.
• Demonstrated controls and risk management capability with strong knowledge of bank control policies and standards; consistent execution against accuracy, quality, and timeliness expectations.
• Excellent written and verbal communication; proven ability to collaborate and partner across departments and senior management; effective time management and team‑based delivery track record.
• Proficiency with MS Office and experience with MS Project and SharePoint; experience in process improvement and process mapping; ability to work rotational shifts across 24x5 (Mon–Fri) aligned to the US calendar and holidays in India, per policy.

Preferred qualifications, skills and capabilities 

• Strong time management and prioritization with disciplined organizational skills.
• Proactive approach to client and operational support with clear, concise communication among peers and stakeholders.
• Effective active listening and information retention to apply guidance in future scenarios.
• Detail‑orientation with robust issue‑resolution skills and commitment to continuous improvement

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.