Global AEOI Tax Reporting Specialist

JPMorgan Chase & Co.; Newark (DE); On-site; USD 85,000 - 120,000; Full time

Job summary

JPMorgan Chase & Co. in Newark, DE seeks an experienced Client Tax Associate to support international regulatory reporting and fiduciary tax duties across multiple jurisdictions. You will help ensure CRS/FATCA compliance and drive data quality through validation, documentation, and issue management.

You will partner with stakeholders to manage exceptions, improve processes, and identify automation opportunities to enhance speed, accuracy, and controls within tax reporting teams.

Qualifications

• 5+ years of tax experience in a Big Four public accounting firm, law firm, or corporate fiduciary.
• Strong understanding of AEOI, CRS and FATCA requirements.
• Experience supporting cross-border tax reporting and compliance.
• Proficiency with tax forms and documentation for non-U.S. jurisdictions.
• Excellent communication and ability to document controls and process improvements.

Responsibilities

• Provide day-to-day support on AEOI and fiduciary tax matters.
• Support tax reporting and filing activities including CRS, FATCA, and other non-U.S. obligations.
• Review and support preparation of tax forms and related documentation across jurisdictions.
• Coordinate validation outreach, handle exceptions, and document responses.
• Analyze data for consistency, partnering with teams to implement corrections.
• Identify automation opportunities to improve quality, speed, and controls.
• Maintain CRS tax profiles and remediation activities to ensure compliance.
• Improve tax procedures by supporting system and workflow enhancements.
• Monitor regulatory changes related to AEOI and update procedures accordingly.

Skills

AEOI reporting

CRS knowledge

FATCA knowledge

Tax compliance

Data controls

W-8/W-9 knowledge

Communication skills

Attention to detail

Excel skills

Microsoft Office

Tools

Microsoft Office

Job description

JPMorgan Chase & Co. in Newark, DE seeks an experienced Client Tax Associate to support international regulatory reporting and fiduciary tax duties across multiple jurisdictions. You will help ensure CRS/FATCA compliance and drive data quality through validation, documentation, and issue management.

You will partner with stakeholders to manage exceptions, improve processes, and identify automation opportunities to enhance speed, accuracy, and controls within tax reporting teams.