Global Trusts & Estates Tax Operations VP

Aumni; Chicago (IL); On-site; USD 180,000 - 350,000; Full time

Benefits offered by this job

Comprehensive benefits

Discretionary incentive compensation

Health coverage

On-site health & wellness centers

Retirement savings plan

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching

Job summary

JPMorganChase is seeking a Trusts and Estates Tax Operations Vice President to drive global tax policy and compliance for CRS/FATCA across jurisdictions. You will partner with internal teams and external firms to review tax policies, provide technical guidance, and oversee timely reporting for US private banking clients.

You will lead automation projects, mentor staff, and stay ahead of regulatory changes in AEOI, CRS, and related international tax matters.

Qualifications

• 7+ years of tax experience at a Big 4 public accounting firm, law firm or corporate fiduciary
• Experience supporting AEOI information reporting
• Understanding of Form W-8, Form W-9, and CRS Self-Certification
• Strong communication and leadership to train and present to teams
• Ability to monitor regulatory changes and manage cross-border filings

Responsibilities

• Serve as SME for AEOI and fiduciary tax matters
• Support global trust teams on CRS, FATCA, Economic Substance Reporting, Beneficial Ownership Reporting, and international tax obligations
• Prepare and present substantive tax training to the Trusts and Estates practice
• Review governing documents to ensure correct tax attributes across jurisdictions
• Identify and drive automation opportunities
• Oversee CRS Tax Profile Process and ensure compliance
• Lead CRS Indicia Cure Process and timely resolution of tickets
• Enhance tax compliance procedures and implement new systems/workflows
• Monitor regulatory changes and update procedures as needed

Skills

AEOI/FATCA

CRS compliance

Tax policy implementation

Training & knowledge sharing

Strong communication

Automation opportunities

Tools

MS Office

Tax software

Job description

JPMorganChase is seeking a Trusts and Estates Tax Operations Vice President to drive global tax policy and compliance for CRS/FATCA across jurisdictions. You will partner with internal teams and external firms to review tax policies, provide technical guidance, and oversee timely reporting for US private banking clients.

You will lead automation projects, mentor staff, and stay ahead of regulatory changes in AEOI, CRS, and related international tax matters.