Corporate- Tax Information and Withholding Advisor, Executive Director

Testing Site - JPMC; Jersey City (NJ); On-site; USD 180,000 - 240,000; Full time

Job summary

JP Morgan Chase in Jersey City seeks an Information Reporting & Withholding Advisor- Executive Director to guide businesses on US information reporting and withholding tax matters within Corporate Tax. You will work closely with cross-functional teams to interpret guidance and ensure compliance.

The role emphasizes strategic advisory, training, and proactive issue resolution across product lines, with a focus on complex transactions, year-end reporting, and building strong relationships with

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 Information Reporting & Withholding team members.
• Ability to work independently.

Responsibilities

• Review, analyze and interpret new IRS information reporting and withholding tax guidance. Partner with JPMorgan businesses to determine impact on products, procedures and documentation.
• Monitor new products/transactions and ensure understanding of how rules apply.
• Review and comment on language in new business initiative documents to ensure reporting requirements are stated correctly.
• Meet with business and operations areas to ensure continued understanding of information reporting requirements.
• Research and respond to internal questions regarding tax documentation, client types, sources and payments.
• 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.).

Skills

US information reporting

Withholding tax advisory

Communications skills

Knowledge of financial products

Regulatory interpretation

Project management

Stakeholder relationship building

Independent worker

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.