Corporate- Tax Information and Withholding Advisor, Executive Director

Job Description

Join JP Morgan as an Information Reporting & Withholding Advisor- Executive Director 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- Executive Director 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 a minimum of 10 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

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. 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

About the Team

Our professionals in our Corporate Functions cover a diverse range of areas from finance and risk to human resources and marketing. Our corporate teams are an essential part of our company, ensuring that we’re setting our businesses, clients, customers and employees up for success.

Global Finance & Business Management works to strategically manage capital, drive growth and efficiencies, maintain financial reporting and proactively manage risk. By providing information, analysis and recommendations to improve results and drive decisions, teams ensure the company can navigate all types of market conditions while protecting our fortress balance sheet.