JPMorganChase
Wealth Management Trusts & Estates Tax Operations, Executive Director
JPMorganChase, Chicago, Illinois, United States, 60290
Join our Wealth Management team as the Trusts and Estates Tax Operations Executive Director, supporting our Global Trusts & Estates practice and WM Banking teams.
The team within Wealth Management (WM) handles fiduciary tax reporting obligations, ensuring timely and accurate filings for federal, state, and foreign authorities. The incumbent will be based in Chicago, IL, and Newark, DE, with expertise in areas such as state taxation of trusts, GST, estate tax, foreign tax reporting, and US tax reporting for foreign trusts.
As the Trusts and Estates Tax Operations Executive Director, you will support global trust professionals, collaborate with internal teams and external firms, review tax policies, and ensure compliance. You will also work directly with trust officers, clients, and advisors to ensure accurate fiduciary tax filings.
Job Responsibilities
Serve as a subject matter expert for fiduciary tax matters Support global trust teams on tax issues including estate, gift, generation-skipping transfer, fiduciary income, and international transfer taxes Provide tax training to the Trusts and Estates practice Review and support preparation of tax forms (e.g., 1041, 990, 5227, 706, 706-GST) Support non-resident alien reporting and withholding Review governing documents and state filing positions for accuracy Identify automation opportunities Conduct research and handle ad hoc projects Required Qualifications and Skills
10+ years of relevant tax experience at a Big 4, law firm, or corporate fiduciary BA/BS or equivalent; Licensed JD or CPA Expertise in trust and estate taxation and related forms Experience with foreign informational filings and US tax reporting for foreign trusts Knowledge of state taxation rules for trusts and estates Strong communication and organizational skills Proficiency in MS Office; adaptable to new technology Willingness to work beyond core hours and travel as needed Preferred Qualifications
LLM or advanced degree in tax or professional certification Estate or financial planning experience Experience with Alteryx, Tableau, and GenAI Knowledge of tax reporting for retirement plans About Us
JPMorgan Chase, with over 200 years of history, offers innovative financial solutions globally. We provide a comprehensive rewards package, including salary, bonuses, benefits, and programs supporting health, wellness, and financial well-being. We value diversity and are committed to equal opportunity employment. About The Team
J.P. Morgan Asset & Wealth Management delivers investment management and private banking solutions, helping clients achieve their financial goals.
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Serve as a subject matter expert for fiduciary tax matters Support global trust teams on tax issues including estate, gift, generation-skipping transfer, fiduciary income, and international transfer taxes Provide tax training to the Trusts and Estates practice Review and support preparation of tax forms (e.g., 1041, 990, 5227, 706, 706-GST) Support non-resident alien reporting and withholding Review governing documents and state filing positions for accuracy Identify automation opportunities Conduct research and handle ad hoc projects Required Qualifications and Skills
10+ years of relevant tax experience at a Big 4, law firm, or corporate fiduciary BA/BS or equivalent; Licensed JD or CPA Expertise in trust and estate taxation and related forms Experience with foreign informational filings and US tax reporting for foreign trusts Knowledge of state taxation rules for trusts and estates Strong communication and organizational skills Proficiency in MS Office; adaptable to new technology Willingness to work beyond core hours and travel as needed Preferred Qualifications
LLM or advanced degree in tax or professional certification Estate or financial planning experience Experience with Alteryx, Tableau, and GenAI Knowledge of tax reporting for retirement plans About Us
JPMorgan Chase, with over 200 years of history, offers innovative financial solutions globally. We provide a comprehensive rewards package, including salary, bonuses, benefits, and programs supporting health, wellness, and financial well-being. We value diversity and are committed to equal opportunity employment. About The Team
J.P. Morgan Asset & Wealth Management delivers investment management and private banking solutions, helping clients achieve their financial goals.
#J-18808-Ljbffr