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Are you looking for an exciting opportunity to join a dynamic and growing team in a fast-paced and challenging area? This is a unique opportunity for you to work supporting ultra-high net worth client base, including interacting with Front Office, and drafting of client communications and messaging.

As a Wealth Management Tax Compliance Associate within the Client Tax Operations team, you will be an important team member and help ensure global conformity with Internal Service Revenue regulations, as well as bank obligations to state revenue authorities and under various intergovernmental agreements, while providing technical support to teams that support our ultra-high net worth client base. You will serve an essential role, supporting the Private Bank at all levels, providing a variety of tax technical support to every aspect of the business, and supporting a variety of clients, all while ensuring that the bank remains compliant with Internal Revenue Service regulations and being a leader in the industry. You will also provide support to Client Tax Operations teams, managing escalations, providing exception approvals and complex documentation support and support teams during annual solicitation and tax season.

Job responsibilities

• Maintain a high level of support to teams that serve our ultra-high net worth client base, supporting all aspects of the business to ensure a level of service and responsiveness our clients expect, balanced with obligations the firm has as a withholding agent

• Work independently within an environment that encourages information sharing discussion and questioning, on a diversity of tasks throughout the day for a wide variety of people

• Serve as direct point of contact for tax information and client documentation to offer sound tax advice to business colleagues

• Serve as subject matter expert and support for client facing teams and act as decision maker and approver on matters, supported by management as appropriate

• Advise as to the rules regarding documentation, withholding and reporting under Chapter 4, Chapter 3, and Chapter 61

• Manage responses to IRS communications, including B Notices, C Notices, and civil penalties. Certify and approval annual IRS 1220 filings and state revenue filings.

• Support the technology projects from a technical tax advisory perspective, including identifying automation opportunities and operational improvement

• Implement and support daily processes and procedures for continuous information reporting and withholding compliance in relationship onboarding, account opening, Client Service and Front Office

• Monitor the release of tax updates related to various U.S. reporting and withholding regimes including intergovernmental agreements with partner jurisdictions. Lead projects as appropriate to implement

• Provide education, training, and tax technical expertise to various client facing and tax documentation teams as needed

Required qualifications, capabilities, and skills

• Undergraduate degree in accounting, finance, economics, or related field

• 5+ years of tax experience required

• Advanced familiarity with IRS tax documentation such as Form W-9, W-8BEN, W-8IMY and BEN-E, as well as associated withholding and reporting requirements

• Effective knowledge of IRS requirements (i.e., Revenue code sections and Treasury regulations), with a specific focus on information reporting and withholding

• Excellent written and verbal communication skills (including presentation) and influencing capabilities

• Highly organized and detail oriented with strong analytical skills and the ability to work independently

• Advanced knowledge of Microsoft Office Suite (Word, Excel, PowerPoint), with demonstrated ability to simplify complex subject matter into digestible executive communication

Preferred Qualifications, Capabilities and Skills

• Work towards an advanced degree in a tax-related field. Enrolled agent or similar IRS registration.

• Prior position in banking, specifically supporting ultra-high net worth client base, including interacting with Front Office, and drafting of client communications and messaging

• Exposure to automation software, including Alteryx, Tableau, and others

• Experience with K-1 partnership reporting and alternatives products

Work schedule

• This hybrid role requires going into the office three days a week with two days' flexibility to work from home, subject to change

This position is not eligible for H1B or Sponsorship

JPMorgan Chase & Co., 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 is an Equal Opportunity Employer, including Disability/Veterans