Executive Director, Tax Strategy - Wealth Management

JPMorgan Chase; New York (NY); On-site; USD 160,000 - 200,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Job summary

JPMorgan Chase is seeking a Senior Tax Strategist to join its Tax Strategy team in New York, NY. The role involves developing tax-efficient wealth structuring techniques and providing advice to clients. Candidates should have a Bachelor's degree, 8+ years of experience in financial services, strong analytical and communication skills, and a thorough understanding of investment products and taxes. The position offers a competitive salary range of $160,000 to $200,000 per year as well as comprehensive benefits.

Qualifications

• 8+ years of work experience in an analytically demanding role in financial services.
• Knowledge of taxes, investment products, and estate planning for high net worth individuals.
• Ability to work under pressure, multitask, and travel as needed (10%).

Responsibilities

• Engage with clients on tax and wealth structuring solutions.
• Author thought leadership content for clients and prospects.
• Educate internal partners on tax concepts and investments.

Skills

Analytical thinking

Communication skills

Team player

Microsoft Office

Education

Bachelor's degree

JD or CPA

Job description

JPMorgan Chase is seeking a Senior Tax Strategist to join its Tax Strategy team in New York, NY. The role involves developing tax-efficient wealth structuring techniques and providing advice to clients. Candidates should have a Bachelor's degree, 8+ years of experience in financial services, strong analytical and communication skills, and a thorough understanding of investment products and taxes. The position offers a competitive salary range of $160,000 to $200,000 per year as well as comprehensive benefits.