Unlock your potential by strengthening global tax reporting through expert guidance, disciplined controls, and smart automation with room to grow.
As a/an Tax Associate within Securities Services, you will deliver accurate, timely, and audit-ready tax withholding and information reporting that protects clients and supports financial system integrity. You will apply deep knowledge of United States and international tax withholding and reporting regimes, including the Foreign Account Tax Compliance Act, the Common Reporting Standard, and United States Internal Revenue Code Chapters 3, 4, and 61. You will partner with the business to improve end-to-end reporting processes across data sourcing, validation, controls, issue management, reconciliations, and filing deliverables, while using automation and analytics to improve quality and reduce manual effort.
Job Responsibilities:
- Serve as a key subject matter expert on Foreign Account Tax Compliance Act, Common Reporting Standard, Chapter 3, and Chapter 61 withholding and reporting obligations as they apply to the global custody business
- Leverage workflow automation, rules-based controls, and analytics to maintain robust data hygiene and perform timely, accurate reconciliations of year-end tax withholding and reporting outputs to support completeness, consistency, and audit readiness
- Demonstrate end-to-end knowledge of the tax reporting lifecycle and operational process, including data sourcing, validation, controls, issue management, and filing deliverables (such as Forms 1042-S and 1042, the 1099 series, and global tax reports)
- Partner with stakeholders to execute reporting processes accurately and on time
- Optimize team capacity through proactive work planning and prioritization of key deliverables, balancing competing deadlines while escalating risks, bottlenecks, and resourcing needs to protect quality outcomes
- Advise on documentation requirements, withholding determinations, and reporting obligations
Required qualifications, skills, and capabilities:
- Earn a bachelor’s degree in accounting, business, economics, finance, or a related field
- Bring 5+ years of tax experience with a strong focus on United States information reporting, withholding, Foreign Account Tax Compliance Act, and Common Reporting Standard
- Apply strong technical knowledge of United States Internal Revenue Service requirements under Chapters 3, 4, and 61, with focus on year-end reporting requirements
- Show a track record of using automation to streamline and standardize processes, enhance control effectiveness, and reduce manual touchpoints with measurable outcomes
- Manage multiple priorities in a fast-paced environment using strong organizational and analytical skills
- Utilize analytics and automation tools such as Alteryx, Python, and similar platforms
Preferred qualifications, skills, and capabilities:
- Demonstrate 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
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.
Skills Required
- Bachelor’s degree in accounting, business, economics, finance, or a related field
- 5+ years of tax experience focused on U.S. information reporting, withholding, FATCA, and CRS
- Strong technical knowledge of IRS requirements under Chapters 3, 4, and 61, including year-end reporting
- Experience using automation to streamline processes, improve controls, and reduce manual work with measurable results
- Strong organizational and analytical skills with the ability to manage multiple priorities
- Experience using analytics and automation tools such as Alteryx and Python
- Developing experience with 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 — Medical, dental, vision, and mental-health coverage are broad, with wellness incentives, on-site or virtual care, and an EAP offering coaching and counseling. Plan materials emphasize accessible options, including multiple medical choices and tools to manage costs.
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Parental & Family Support — Paid parental leave extends up to 16 weeks for all parents, supplemented by paid Critical Caregiver Leave. Family resources include backup childcare via Bright Horizons, lactation support and milk-shipping, family-building assistance, and even a free five-month SNOO rental for newborns.
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Retirement Support — Retirement programs include a 401(k) with an annual company match and automatic pay credits for most employees, with a legacy pension available to earlier hires. An Employee Stock Purchase Plan at a 5% discount further supports long-term savings.
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.
Why Work With Us
Our technologists work on a diverse range of solutions that include strategic technology initiatives, big data, mobile, electronic payments, machine learning, cybersecurity, enterprise cloud development, and other state-of-the-art technologies.
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