Corporate- Tax Information and Withholding Advisor, Executive Director

JPMorganChase; Jersey City (NJ); On-site; USD 120,000 - 150,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Financial coaching

Job summary

JPMorganChase is hiring an Information Reporting & Withholding Advisor—Executive Director in Jersey City, NJ. This role will involve advising various business units on U.S. Information Reporting and Withholding tax matters, including analyzing IRS guidance and ensuring compliance.

The ideal candidate will have a minimum of 10 years of relevant experience, strong communication skills, and the ability to handle complex financial products. You will also enjoy competitive benefits including comprehensive health care coverage and a retirement savings plan.

Qualifications

• Minimum of 10 years U.S. information reporting and withholding tax advisory experience.
• Clear and concise communication skills (both verbal and written).
• 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.
• Ability to work independently.

Responsibilities

• Review and interpret new IRS information reporting and withholding tax guidance.
• Monitor new products/transactions for compliance.
• Ensure correct information reporting in new business documents.
• Maintain understanding of information reporting requirements.
• Research and respond to internal inquiries.
• Provide appropriate training.
• Comment on new regulations and industry issues.
• Guide businesses on year‑end tax reporting.

Job description

Job Description

Join JP Morgan as an Information Reporting & Withholding Advisor—Executive Director and be part of a team advising JPMorgan’s businesses on U.S. Information Reporting and Withholding tax matters.

Job Summary

As an Information Reporting & Withholding Advisor—Executive Director within our Corporate Tax Division, you will advise JPMorgan’s businesses on U.S. Information Reporting and Withholding tax matters. The role provides a unique opportunity to work closely with various business units, providing guidance and expertise on complex tax matters.

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 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 & Capabilities

• Minimum of 10 years U.S. information reporting and withholding tax advisory experience.
• Clear and concise communication skills (both verbal and written).
• 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 & Skills

• Juris Doctor.

Benefits

We offer a competitive total rewards package including a base salary determined by the role, experience, skill set and location. Eligible roles may receive commission‑based pay and/or discretionary incentive compensation, paid in cash or forfeitable equity. 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.

Equal Opportunity Employer

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. We do not discriminate on the basis of any protected attribute. We also make reasonable accommodations for applicants’ and employees’ religious practices, mental health or physical disability needs.