Global Tax Reporting Associate — AEOI, CRS & FATCA

Aumni; Newark (DE); On-site; USD 90,000 - 140,000; Full time

Benefits offered by this job

Health insurance

Retirement plan

Tuition reimbursement

Mental health support

Financial coaching

Job summary

JPMorgan Chase & Co. in the United States seeks a Client Tax Associate for the International Regulatory Reporting team to support regulatory reporting and fiduciary tax filings across multiple jurisdictions, with emphasis on CRS and FATCA, and ongoing data validation and controls.

You will collaborate with stakeholders to manage exceptions, improve data quality, and identify automation opportunities, contributing to standardized processes and efficient cross-border reporting.

Qualifications

• 5+ years of relevant tax experience in a Big Four public accounting firm, law firm, corporate fiduciary, or similar environment.

Responsibilities

• Provide day-to-day support on AEOI and fiduciary tax matters, escalating complex items to appropriate partners 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 and individuals 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

AEOI compliance

CRS

FATCA

data quality

exception management

MS Excel

Tools

Microsoft Office

Job description

JPMorgan Chase & Co. in the United States seeks a Client Tax Associate for the International Regulatory Reporting team to support regulatory reporting and fiduciary tax filings across multiple jurisdictions, with emphasis on CRS and FATCA, and ongoing data validation and controls.

You will collaborate with stakeholders to manage exceptions, improve data quality, and identify automation opportunities, contributing to standardized processes and efficient cross-border reporting.