Trusts and Estates Tax Operations Vice President

Job Description

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

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

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.​