Take on a challenging and rewarding position as a Global Mobility Tax Associate at JP Morgan Chase, where your expertise will support employees navigating international relocations and cross border travel. In this role, you’ll be at the forefront of managing tax and social security compliance for a diverse group of globally mobile professionals. Collaborate with experts across HR, compensation, and payroll to deliver seamless support and expert guidance. This is your opportunity to develop specialized skills, drive impactful solutions, and contribute to a dynamic, global organization committed to professional growth and innovation.
As a Global Mobility (GM) Tax Associate, within our team, you will be responsible for managing income tax and social security compliance matters for various mobile employee personas including, but not limited to, expatriates, permanent transfers, business travelers and US Persons abroad. The individual will work alongside Global Mobility Advisors and will report to the Global Mobility US Tax Manager.
Job responsibilities
- Global mobility tax subject matter expert who can respond to queries on international assignment tax policies from GM, HRBAs, business managers, vendors and employees (our clients)
- Partner with the Stock Administration Teams, Cash Comp Teams and Overseas Offices to determine multi-country sourcing and global income tax and Social Security withholding requirements on:
- Manage Stock Awards (RSUs)
- Process & Mid-Year Deferred compensation payments
- Process & Mid-Year Cash bonus payments
- Handle Term/Severance payments, Stock Options and other Executive Comp payments
- Advise our clients on the tax implications of particular assignments, including multi-country taxation of transfer-year bonuses, equity and other deferred compensation
- Coordinate with external tax service provider on annual tax return preparation authorizations and related services
- Review of payroll tax compliance and coordination with multiple payrolls
- Review of Global Mobility compensation reports and Form W-2 to ensure proper payroll reporting, particularly with respect to research and resolution of any differences
- Coordinate with tax service provider(s) on income tax gross ups, estimated tax payments, and tax advance payments
- Support in proactively managing the firm-wide regulatory and control agenda
Required qualifications, capabilities, and skills
- College/University degree
- Strong Excel, Alteryx, data analytics and data integrity analysis skills
- Understanding of equity sourcing and tax instructions, payroll withholding requirements, US tax settlement calculations and global expatriate tax implications
- Self-motivated and result-oriented individual with attention to detail and the ability to work under pressure within tight deadlines
- Strong organizational skills, project and change management experience
- Ability to make sound business decisions and understand when to escalate issues
- Solid communications skills, including experience conducting counseling sessions or other equivalent expatriate tax advice work
Preferred qualifications, capabilities, and skills
- 2+ years of Global Mobility tax experience, Big 4 experience preferred
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
- College/University degree
- Strong Excel, Alteryx, data analytics and data integrity analysis skills
- Understanding of equity sourcing and tax instructions, payroll withholding requirements, US tax settlement calculations and global expatriate tax implications
- Self-motivated and result-oriented with attention to detail and ability to work under pressure and tight deadlines
- Strong organizational skills, project and change management experience
- Ability to make sound business decisions and understand when to escalate issues
- Solid communications skills, including experience conducting counseling sessions or equivalent expatriate tax advice work
- 2+ years of Global Mobility tax experience, Big 4 experience preferred
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 comprehensive, with on-site clinics, preventive care, and specialized supports such as maternity nurse guidance and fertility treatments. Wellness activities can help offset copays and out-of-pocket costs, reinforcing the perceived strength of health benefits.
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Retirement Support — A 401(k) with dollar-for-dollar matching and additional automatic pay credits reflect strong employer-backed retirement savings. An employee stock purchase plan and related financial programs further bolster long-term financial support.
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Leave & Time Off Breadth — Paid time off, sick time, holidays, and generous parental leave are provided alongside family medical leave and adoption/fertility assistance. Additional programs like caregiver support and volunteer time off expand the breadth of time-away options.
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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