Join JP Morgan as an Information Reporting & Withholding Advisor- Vice President and be part of a team that advises JPMorgan’s businesses on US Information Reporting and Withholding tax matters.
Job summary:
As an Information Reporting & Withholding Advisor- Vice President within our Corporate Tax Division, you will have the opportunity to advise JPMorgan’s businesses on US Information Reporting and Withholding tax matters. This role provides a unique opportunity to work closely with various business units, providing guidance and expertise on complex tax matters.
Job responsibilities:
- Review, analyze and interpret new IRS information reporting and withholding tax guidance (e.g., law, regulations, revenue rulings, etc.). Partner with designated JPMorgan businesses to determine the impact of such guidance on their products, procedures, tax documentation, etc.
- Monitor new products/transactions being considered and ensure that the business understands how current information reporting & withholding rules should be applied.
- Review and comment on language contained in new business initiative documents to ensure information reporting requirements are stated correctly.
- Meet with business and operations areas on a regular basis to ensure a continued understanding of the information reporting requirements.
- Research and respond to internal day-to-day questions from businesses (e.g., questions regarding tax documentation, client types, source and character of payments, requirements related to complex transactions and structures, etc.)
- Prepare and present training when appropriate.
- Comment on newly proposed regulations, tax forms and industry issues.
- Provide guidance to the businesses on year-end tax reporting (Forms 1099, 1098, 1042-S filings, etc.).
Required qualifications, skills and capabilities:
- Have 7+ years US information reporting and withholding tax advisory experience.
- Clear and concise communication skills (both verbal and written) required.
- Broad knowledge of financial products, including investment funds.
- Ability to quickly grasp and explain complex business transactions/products.
- Ability to oversee multiple projects.
- Ability to synthesize complex regulations into terms easily understood by non-tax professionals.
- Ability to build positive relationships with the businesses supported and Information Reporting & Withholding team members.
- Ability to work independently.
Preferred qualifications, capabilities, and skills:
- Juris Doctor preferred.
About Us
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
- 7+ years US information reporting and withholding tax advisory experience
- Clear and concise communication skills (verbal and written)
- Broad knowledge of financial products, including investment funds
- Ability to quickly grasp and explain complex business transactions and products
- Ability to oversee multiple projects
- Ability to synthesize complex regulations into terms easily understood by non-tax professionals
- Ability to build positive relationships with businesses supported and team members
- Ability to work independently
- Juris Doctor
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.
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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