Corporate- Tax Information and Withholding Advisor, Executive Director

Aumni; Jersey City (NJ); On-site; USD 130,000 - 170,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Financial coaching

Job summary

TwinThread is seeking an Information Reporting & Withholding Advisor - Executive Director to join their Corporate Tax Division in Jersey City, NJ. The role involves advising on US information reporting and withholding tax matters, requiring a minimum of 10 years of experience. Key responsibilities include analyzing IRS guidance, monitoring product transactions, and providing training. A Juris Doctor is preferred, along with strong communication skills and the ability to handle complex regulatory environments. The company offers a competitive rewards package and emphasizes diversity and inclusion.

Qualifications

• Minimum of 10 years US 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 team members.
• Ability to work independently.

Responsibilities

• Review and analyze new IRS information reporting and withholding tax guidance.
• Monitor new products and transactions with current reporting rules.
• Review business documents for correct reporting language.
• Maintain understanding of information reporting requirements.
• Research and respond to internal tax-related questions.
• Prepare and present training.
• Comment on proposed regulations and industry issues.
• Provide guidance on year-end tax reporting.

Skills

US information reporting and withholding tax advisory experience

Communication skills

Knowledge of financial products

Ability to explain complex transactions

Project management skills

Synthesis of complex regulations

Relationship building

Independent work skills

Education

Juris Doctor

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.

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