Global Regulatory Tax & Reporting Specialist

JPMorgan Chase; Newark (DE); On-site; USD 90,000 - 130,000; Full time

Job summary

JPMorgan Chase in the United States seeks a Client Tax Associate for its International Regulatory Reporting team. You will support timely regulatory reporting and tax filings for trusts and estates across multiple jurisdictions, ensuring CRS, FATCA, and other AEOI requirements are met through strong validation, documentation, and issue management.

You will partner with stakeholders to manage exceptions, improve data quality, and streamline processes, while contributing to automation and

Qualifications

• 5+ years of relevant tax experience in a Big Four public accounting firm, law firm, corporate fiduciary, or similar environment.
• Background in tax or accounting with tax technical insight in an operational environment.
• Direct experience supporting AEOI information reporting activities.
• Understanding of tax certifications and self-certifications (IRS Forms W-8/W-9, CRS self-certification).
• Strong data and controls capability, including reconciliations, exception handling, and evidence retention.
• Deep understanding of international tax filings and regulatory change management.

Responsibilities

• 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 required 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 applicable 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.

Skills

Tax knowledge

AEOI knowledge

Data analysis

Process improvement

Communications

Excel

Microsoft Office

Tools

Microsoft Office

Excel

Job description

JPMorgan Chase in the United States seeks a Client Tax Associate for its International Regulatory Reporting team. You will support timely regulatory reporting and tax filings for trusts and estates across multiple jurisdictions, ensuring CRS, FATCA, and other AEOI requirements are met through strong validation, documentation, and issue management.

You will partner with stakeholders to manage exceptions, improve data quality, and streamline processes, while contributing to automation and