Global Regulatory Tax Associate (AEOI/CRS)

JPMorganChase; Newark (DE); Vor Ort; USD 120.000 - 180.000; Vollzeit

Zusammenfassung

JPMorganChase in Newark, Delaware seeks a Client Tax Associate to join the International Regulatory Reporting team, supporting regulatory reporting and tax filings for trusts and estates across multiple jurisdictions.

You will help ensure CRS/FATCA compliance and broader AEOI requirements through strong validation, documentation, and issue management, partnering with stakeholders to streamline processes and improve data quality.

Qualifikationen

• 5+ years of tax experience in Big Four, law firm, corporate fiduciary, or similar environment.
• Background in tax or accounting with tax technical insight in an operational setting.
• Direct experience supporting AEOI information reporting activities.
• Understanding of IRS Forms W-8 and W-9 and CRS self-certification concepts.
• Strong data controls, reconciliations, exception handling, and evidence retention.
• Deep understanding of international tax filings and regulatory change management.
• Strong written and verbal communication; ability to tailor messages to audiences.
• Strong organizational skills to manage multiple tasks.
• Proficient in Microsoft Excel and data analysis.

Aufgaben

• Provide day-to-day support on AEOI and fiduciary tax matters, escalating complex items as needed.
• Support tax reporting and filing activities, including CRS, FATCA, economic substance reporting, beneficial ownership reporting, and other non-U.S. tax reporting obligations.
• Review and support the preparation of tax forms and related documentation across multiple non-U.S. jurisdictions.
• Review governing documents to confirm tax attributes and supporting information are complete and consistent.
• Coordinate validation outreach and exception management by following up on incomplete or inconsistent tax forms, documenting responses, and escalating aging items as needed.
• Analyze data for consistency and accuracy, partnering with relevant teams to facilitate corrections.
• Identify and execute automation and standardization opportunities to improve quality, speed, and control outcomes.
• Maintain and validate CRS tax profiles, ensuring completeness and alignment to reporting requirements.
• Manage CRS indicia remediation activities, including ticket tracking, follow-ups, and timely resolution to support compliance.
• Improve tax compliance procedures by supporting process enhancements and changes to systems and workflows.
• Monitor regulatory changes related to AEOI and international tax reporting, updating procedures and stakeholder guidance as needed.

Kenntnisse

AEOI knowledge

Tax reporting experience

Excel proficiency

Data validation

Strong communication

Regulatory compliance

Jobbeschreibung

JPMorganChase in Newark, Delaware seeks a Client Tax Associate to join the International Regulatory Reporting team, supporting regulatory reporting and tax filings for trusts and estates across multiple jurisdictions.

You will help ensure CRS/FATCA compliance and broader AEOI requirements through strong validation, documentation, and issue management, partnering with stakeholders to streamline processes and improve data quality.