JPMorganChase
Wealth Management Trusts & Estates Tax Operations, Vice President
JPMorganChase, Chicago, Illinois, United States, 60290
Overview
Join to apply for the
Wealth Management Trusts & Estates Tax Operations, Vice President
role at
JPMorganChase Elevate your career by joining our Tax Operations Team as a Vice President, where you'll support FATCA and CRS reporting requirements for USPB and Alt Funds. This is a unique opportunity to enhance your expertise and strategic vision within a dynamic leadership environment. You'll play a pivotal role in shaping our direction and driving impactful results. Lead with us and make a significant contribution to our success. As a Wealth Management Trusts & Estates Tax Operations, Vice President within the Trusts & Estates and Tax Operations team within Wealth Management (WM), you will be crucial in supporting the US Private Bank by ensuring the timely and accurate completion of CRS and FATCA reporting. Job Responsibilities
Manage CRS Tax Profile Process: Oversee the creation, maintenance, and validation of CRS Tax Profiles, ensuring compliance with Common Reporting Standards (CRS) and FATCA regulations Coordinate AML/KYC Reviews: Lead the annual Self-certification review against AML/KYC process for pre-existing and current clients, ensuring accurate and updated client information is maintained and develop and implement strategies to improve tax reporting processes and enhance operational efficiency Analyze data for consistency and accuracy; liaise with appropriate team(s) and/or individual(s) to facilitate the required adjustments Oversee CRS/FATCA Self-Certification Management: Manage the reception, upload, and storage of Subscriber Tax Information Forms (STIFs) and Fund Investor Logs (FILs), coordinating with PWC and internal teams to ensure timely processing 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 Collaborate with Cross-Functional Teams: Work closely with Client Services, Tax Compliance, and Alternative Investments teams to ensure alignment and effective execution of regulatory reporting obligations Monitor Regulatory Changes: Stay informed of changes in CRS and FATCA regulations, updating procedures and systems as necessary to maintain compliance Manage Reporting and Documentation: Ensure accurate and timely reporting of CRS/FATCA client information, including the preparation of annual reports and maintenance of procedure documentation Provide oversight of Third-Party Tax Services Vendor to ensure tax filings are completed Drive Continuous Improvement: Lead initiatives to streamline processes, reduce manual efforts, and enhance the efficiency and accuracy of tax compliance operations Required Qualifications, Capabilities, And Skills
BA/BS required 5+ years of tax experience with a large financial institution Experience supporting Information of Common Reporting Standards (CRS) and Foreign Account Tax Compliance Act (FATCA) reporting Understanding of tax certifications via Form W-8, Form W-9, and CRS Self-Certification Robust communication and interpersonal skills Excellent computer skills: MS Office Suite (Access, Excel, PowerPoint, Word) Preferred Qualifications, Capabilities, And Skills
Big 4, law firm or large financial institution preferred Additional Information
Applicants must be authorized to work for any employer in the U.S. We are not able to provide immigration sponsorship or take over sponsorship of an employment visa at this time (including but not limited to H1B, H4 – EAD, OPT, TN, or L visas). This role does not provide relocation assistance so all candidates must be local to the work location/s listed in the job posting or willing to relocate on their own immediately upon hiring. Candidates must be able to physically work in our offices full-time (5-days). The specific details and timing will be determined and communicated by direct management. 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 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. 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.
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Join to apply for the
Wealth Management Trusts & Estates Tax Operations, Vice President
role at
JPMorganChase Elevate your career by joining our Tax Operations Team as a Vice President, where you'll support FATCA and CRS reporting requirements for USPB and Alt Funds. This is a unique opportunity to enhance your expertise and strategic vision within a dynamic leadership environment. You'll play a pivotal role in shaping our direction and driving impactful results. Lead with us and make a significant contribution to our success. As a Wealth Management Trusts & Estates Tax Operations, Vice President within the Trusts & Estates and Tax Operations team within Wealth Management (WM), you will be crucial in supporting the US Private Bank by ensuring the timely and accurate completion of CRS and FATCA reporting. Job Responsibilities
Manage CRS Tax Profile Process: Oversee the creation, maintenance, and validation of CRS Tax Profiles, ensuring compliance with Common Reporting Standards (CRS) and FATCA regulations Coordinate AML/KYC Reviews: Lead the annual Self-certification review against AML/KYC process for pre-existing and current clients, ensuring accurate and updated client information is maintained and develop and implement strategies to improve tax reporting processes and enhance operational efficiency Analyze data for consistency and accuracy; liaise with appropriate team(s) and/or individual(s) to facilitate the required adjustments Oversee CRS/FATCA Self-Certification Management: Manage the reception, upload, and storage of Subscriber Tax Information Forms (STIFs) and Fund Investor Logs (FILs), coordinating with PWC and internal teams to ensure timely processing 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 Collaborate with Cross-Functional Teams: Work closely with Client Services, Tax Compliance, and Alternative Investments teams to ensure alignment and effective execution of regulatory reporting obligations Monitor Regulatory Changes: Stay informed of changes in CRS and FATCA regulations, updating procedures and systems as necessary to maintain compliance Manage Reporting and Documentation: Ensure accurate and timely reporting of CRS/FATCA client information, including the preparation of annual reports and maintenance of procedure documentation Provide oversight of Third-Party Tax Services Vendor to ensure tax filings are completed Drive Continuous Improvement: Lead initiatives to streamline processes, reduce manual efforts, and enhance the efficiency and accuracy of tax compliance operations Required Qualifications, Capabilities, And Skills
BA/BS required 5+ years of tax experience with a large financial institution Experience supporting Information of Common Reporting Standards (CRS) and Foreign Account Tax Compliance Act (FATCA) reporting Understanding of tax certifications via Form W-8, Form W-9, and CRS Self-Certification Robust communication and interpersonal skills Excellent computer skills: MS Office Suite (Access, Excel, PowerPoint, Word) Preferred Qualifications, Capabilities, And Skills
Big 4, law firm or large financial institution preferred Additional Information
Applicants must be authorized to work for any employer in the U.S. We are not able to provide immigration sponsorship or take over sponsorship of an employment visa at this time (including but not limited to H1B, H4 – EAD, OPT, TN, or L visas). This role does not provide relocation assistance so all candidates must be local to the work location/s listed in the job posting or willing to relocate on their own immediately upon hiring. Candidates must be able to physically work in our offices full-time (5-days). The specific details and timing will be determined and communicated by direct management. 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 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. 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.
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