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 Client Tax Associate I within the Trusts and Estates and Tax Operations (TETO) team in Wealth Management (WM), you will play a crucial role in supporting the Trusts & Estates (T&E) practice by coordinating the preparation and filing of tax returns. The TETO team provides technical expertise in interpreting and applying federal, state, and foreign laws and regulations impacting the tax filings of WM clients. Your primary objective is to ensure review of various data elements essential to accurate information reporting. You will have knowledge of various tax reporting functions, regulatory reporting requirements and be comfortable with high volumes, strict deadlines, and sophisticated clients. You will possess high-level written and verbal communication skills to explain technical reporting positions to internal partners and external clients.
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Job responsibilities
- Collaborate with internal teams to ensure the timely production of diverse tax reporting forms
- Develop a comprehensive understanding of cross-functional business processes to identify automation opportunities and enhance client experiences
- Lead tax projects to refine processes and procedures, including cross Line of Business (LOB) strategic initiatives
- Establish and maintain a robust control environment that meets risk and audit requirements
- Analyze data for consistency and accuracy; coordinate with relevant teams to implement necessary adjustments
- Oversee data integrity reviews across multiple platforms with both on-shore and off-shore teams
- Implement and support business-as-usual processes for continuous information reporting and withholding compliance
- Deliver tax education, training, and presentations to client-facing and tax documentation teams as required
Required qualifications, capabilities, and skills
- Bachelor's degree in Accounting, Finance, or a related field required
- Over 5 years of experience in tax reporting
- Proficiency in tax reporting (1099, 5498,1042-S, 2439, 8966, etc.) with familiarity in core processes for successful reporting seasons
- Exceptional organization and attention to detail, with the ability to troubleshoot and remediate rapidly
- Highly organized and detail-oriented with advanced written and verbal communication skills
- Ability to multitask and communicate effectively with senior internal partners; willingness to accept direction and develop strong relationships
- Exceptional decision-making capabilities, including problem identification, solution proposal, and change influence
- In-depth understanding of regulatory reporting requirements and tax technical concepts, including foreign currency, derivatives, wash sales, etc.
- Proven ability to interface positively with internal teams, colleagues, and senior management
- Excellent communication and interpersonal skills, with the ability to articulate tax issues in layman's terms
- Proficient in Microsoft Office tools: Excel, PowerPoint, and Word
- Ability to re-prioritize focus across a broad array of simultaneous deliverables
Preferred qualifications, capabilities, and skills
- Advanced degree or certification in Taxation, Accounting, or a related discipline preferred
- Experience in a high-volume financial institution or public accounting firm preferred
- Advanced knowledge of tax statements and year-end reporting
- Experience with operations and product support preferred
- Experience in process improvement and process mapping preferred
- Advanced MS Excel skills required; experience with Alteryx preferred
ABOUT US
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 offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and 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
ABOUT THE TEAM
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.