Executive Director, Tax Information Reporting & Withholding

JPMorgan Chase & Co.; Jersey City (NJ); On-site; USD 180,000 - 240,000; Full time

Job summary

JPMorgan Chase & Co. in Jersey City seeks an Information Reporting & Withholding Advisor- Executive Director to guide US tax reporting across businesses. This role partners with multiple units to interpret IRS guidance and ensure accurate reporting and documentation.

The position requires a minimum of 10 years in US information reporting and withholding tax advisory, with strong communication and a JD preferred. You will mentor teams and influence year-end filings and tax controls.

Qualifications

• 10+ years US information reporting and withholding tax advisory experience.
• Clear and concise communication (verbal and written).
• Broad knowledge of financial products and tax concepts.
• Ability to explain complex regulations to non-tax professionals.
• Ability to manage multiple projects and meet deadlines.

Responsibilities

• Review IRS information reporting guidance and assess impact on JPMorgan products.
• Collaborate with business units to apply withholding rules.
• Comment on new business init documents for reporting requirements.
• Provide training and respond to day-to-day information reporting questions.
• Support year-end reporting (Forms 1099, 1098, 1042-S).

Skills

Info reporting

Withholding tax

Communication skills

Regulatory knowledge

Project management

Independent work

Relationship building

Financial products knowledge

Education

Juris Doctor (JD)

Job description

JPMorgan Chase & Co. in Jersey City seeks an Information Reporting & Withholding Advisor- Executive Director to guide US tax reporting across businesses. This role partners with multiple units to interpret IRS guidance and ensure accurate reporting and documentation.

The position requires a minimum of 10 years in US information reporting and withholding tax advisory, with strong communication and a JD preferred. You will mentor teams and influence year-end filings and tax controls.