Are you seeking to join a team where you can have the opportunity to thrive and grow? We have an exciting opportunity to help expand your knowledge, skills, and abilities. You have found the right team!
As a Trusts and Estates Tax Operations Vice President within the global Trusts and Estates team, you will be part of the Tax Technical and Advisory team that supports global team of professionals across the global Trusts and Estates practice. You will partner closely with internal teams and the firm’s third-party accounting and tax preparation firms to review and set tax policies, opine on complex planning and compliance scenarios and assess the impact of changing domestic and foreign tax compliance regulations. You will be crucial in supporting the US Private Bank by ensuring the timely and accurate completion of Common Reporting Standard (CRS) and Foreign Account Tax Compliance Act (FATCA) reporting as well as multi-jurisdictional tax filings. You will have demonstrated technical expertise in CRS and FATCA compliance tax form validation and tax filing obligations for non-US trusts and estates. You will also have an aptitude for streamlining and automating existing processes using LLM and other tools.
Job responsibilities
Serve as a subject matter expert for Automatic Exchange of Information (AEO) and fiduciary tax matters
Support global trust teams on tax matters including but not limited to CRS, FATCA, Economic Substance Reporting, Beneficial Ownership Reporting, International Tax obligations and Non-US Tax Reporting
Prepare and present substantive tax training to the Trusts and Estates practice
Partner with team members to review and support preparation of various tax forms for several non-US jurisdictions
Review governing documents to ensure tax attributes are correct
Identify and execute on automation opportunities
Manage CRS Tax Profile Process: Oversee the creation, maintenance, and validation of CRS Tax Profiles, ensuring compliance and CRS and FATCA regulations
- Lead CRS Indicia Cure Process: Direct the CRS Indicia Cure process, including the management of CRS Indicia tickets, ensuring timely resolution and compliance with regulatory requirements
- Enhance Tax Compliance Procedures: Identify opportunities for process improvements and lead transformation projects to enhance tax compliance procedures, including the implementation of new systems and workflows
- Monitor Regulatory Changes: Stay informed of changes in AEOI and International Tax regulations, updating procedures and systems as necessary to maintain compliance
Required qualifications, capabilities, and skills
7+ years of relevant tax experience at a Big 4 public accounting firm, law firm or corporate fiduciary
Background in tax or accounting (including experience providing tax technical insight in an operational environment)
Direct experience supporting AEOI Information Reporting
Understanding of tax certifications via Form W-8, Form W-9, and CRS Self-Certification
Deep understanding of international tax filings and regulatory change management
Experience with US tax reporting for foreign trusts
Superior written and verbal communication skills with an ability to recognize audience and effectively communicate with junior associates and senior leaders with the ability to articulate process improvement experience clearly (ideas, concepts, and procedural changes)
Excellent organizational skills with the ability to manage multiple tasks and reprioritize daily as new deliverables arise
Proficiency in MS Office Suite with ability and willingness to learn and adapt to new technology, systems and processes
Willingness to work beyond core business hours as needed, especially during peak seasons
Demonstrable risk awareness and operational control experience within financial services
Preferred qualifications, capabilities, and skills
- Experience in operations and product support is highly 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 of relevant tax experience at a Big 4 public accounting firm, law firm or corporate fiduciary
- Background in tax or accounting, including providing tax technical insight in an operational environment
- Direct experience supporting AEOI information reporting (CRS and FATCA)
- Understanding of tax certifications via Form W-8, Form W-9, and CRS Self-Certification
- Deep understanding of international tax filings and regulatory change management
- Experience with US tax reporting for foreign trusts
- Aptitude for streamlining and automating processes using LLMs and other tools
- Superior written and verbal communication skills; ability to present to junior and senior audiences
- Excellent organizational skills with ability to manage multiple tasks and reprioritize
- Proficiency in MS Office Suite and willingness to learn new systems
- Willingness to work beyond core business hours as needed during peak seasons
- Demonstrable risk awareness and operational control experience within financial services
- Experience in operations and product support
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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