Join a team that helps deliver high-quality regulatory reporting and tax operations across multiple jurisdictions. You will work with experienced professionals and develop deep expertise in international reporting requirements and operational controls. You will also contribute to continuous improvement through standardization and automation.
As a Client Tax Associate in the International Regulatory Reporting team, you will support timely and accurate regulatory reporting and tax filings for trusts and estates across multiple jurisdictions. You will help ensure compliance with the Common Reporting Standard (CRS), the Foreign Account Tax Compliance Act (FATCA), and broader automatic exchange of information (AEOI) requirements through strong validation, documentation, and issue management. You will partner with stakeholders to manage exceptions, improve data quality, and identify opportunities to streamline processes.
Job responsibilities- Provide day-to-day support on AEOI and fiduciary tax matters, escalating complex items to appropriate partners as needed
- Support tax reporting and filing activities, including CRS, FATCA, economic substance reporting, beneficial ownership reporting, and other non-U.S. tax reporting obligations
- Review and support the preparation of tax forms and related documentation across multiple non-U.S. jurisdictions
- Review governing documents to confirm tax attributes and supporting information are complete and consistent
- Coordinate validation outreach and exception management by following up on incomplete or inconsistent tax forms, documenting responses, and escalating aging items as needed
- Analyze data for consistency and accuracy, partnering with relevant teams and individuals to facilitate required corrections
- Identify and execute automation and standardization opportunities to improve quality, speed, and control outcomes
- Maintain and validate CRS tax profiles, ensuring completeness and alignment to applicable reporting requirements
- Manage CRS indicia remediation activities, including ticket tracking, follow-ups, and timely resolution to support compliance
- Improve tax compliance procedures by supporting process enhancements and changes to systems and workflows
- Monitor regulatory changes related to AEOI and international tax reporting, updating procedures and stakeholder guidance as needed
- 5+ years of relevant tax experience in a Big Four public accounting firm, law firm, corporate fiduciary, or similar environment
- Background in tax or accounting, including experience providing tax technical insight in an operational environment
- Direct experience supporting AEOI information reporting activities
- Understanding of tax certifications and self-certifications, including IRS Forms W-8 and W-9 and CRS self-certification (financial institution / non-financial entity) concepts
- Strong data and controls capability, including reconciliations, exception handling, and evidence retention
- Deep understanding of international tax filings and regulatory change management
- Strong written and verbal communication skills with the ability to tailor messages to different audiences and clearly articulate process improvements
- Strong organizational skills with the ability to manage multiple tasks and reprioritize as new deliverables arise
- Proficiency in Microsoft Office, with strong Excel skills (filters, pivot tables, lookups) and comfort working with data
- Willingness to work beyond core business hours as needed, especially during peak seasons
- Demonstrable risk awareness and operational control experience within financial services
- Experience in operations and/or product support in a regulated environment
- Experience coordinating across multiple functions or lines of business to deliver shared outcomes
- Experience with workflow tools and/or basic data querying, with demonstrated interest in automation-enabled process improvement initiatives
- Experience supporting FATCA processes, including environments where CRS and FATCA processes and controls are aligned
- Experience creating or delivering tax training or guidance materials to support consistent execution
- Developing experience using AI-powered analytics, workflow automation, or intelligent process tools to drive efficiency gains, reduce manual effort, or improve accuracy in operational processes
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
Skills Required
- 5+ years of relevant tax experience in a Big Four public accounting firm, law firm, corporate fiduciary, or similar environment
- Background in tax or accounting, including experience providing tax technical insight in an operational environment
- Direct experience supporting AEOI information reporting activities
- Understanding of tax certifications and self-certifications, including IRS Forms W-8 and W-9 and CRS self-certification concepts
- Strong data and controls capability, including reconciliations, exception handling, and evidence retention
- Deep understanding of international tax filings and regulatory change management
- Strong written and verbal communication skills
- Strong organizational skills and ability to manage multiple tasks and reprioritize
- Proficiency in Microsoft Office, including strong Excel skills with filters, pivot tables, and lookups
- Willingness to work beyond core business hours during peak seasons
- Risk awareness and operational control experience within financial services
- Experience in operations and/or product support in a regulated environment
- Experience coordinating across multiple functions or lines of business
- Experience with workflow tools and/or basic data querying
- Experience supporting FATCA processes aligned with CRS processes and controls
- Experience creating or delivering tax training or guidance materials
- Experience using AI-powered analytics, workflow automation, or intelligent process tools
JPMorganChase Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about JPMorganChase and has not been reviewed or approved by JPMorganChase.
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Healthcare Strength — Health coverage is considered comprehensive, including medical, dental, and vision, alongside wellness and mental health resources. Some locations add onsite health centers and related wellbeing support.
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Retirement Support — Retirement offerings include a 401(k)-type savings plan and related financial benefits, with options such as employee stock purchase participation. Financial planning resources are also highlighted to support long-term savings.
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Parental & Family Support — Paid parental leave of 16 weeks for birth or adoption is available for all parents. Child care and back-up child care resources further reinforce family support.
JPMorganChase Insights
What We Do
JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $3.7 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world’s most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands. Technology fuels every aspect of our company and is at the heart of everything we do. With over 50,000 technologists globally and an annual tech spend of $12 billion, we are dedicated to improving the design, analytics, development, coding, testing and application programming that goes into creating high quality software and new products. Learn more about technology at our firm, explore resources from our Distinguished Engineers, AI & ML researchers, and other experts; access the latest episode of our TechTrends podcast, and more at www.jpmorgan.com/technology. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com. ©2023 JPMorgan Chase & Co. All rights reserved. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans.
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