International Tax & Regulatory Reporting Associate

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

Job summary

JP Morgan Chase is seeking an experienced Client Tax Associate to support international regulatory reporting and tax filing obligations across multiple jurisdictions. You will help ensure CRS/FATCA compliance and drive process improvements through documentation, validation, and automation.

The role emphasizes cross-functional collaboration, data quality, and stakeholder partnership to manage exceptions and streamline workflows in a fast-paced environment.

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, including experience providing tax technical insight in an operational environment.
• Direct experience supporting AEOI information reporting activities.
• Understanding of tax certifications and self-certifications, including IRS Forms W-8 and W-9 and CRS self-certification concepts.

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 reporting

CRS knowledge

FATCA knowledge

Data controls

Excel skills

Communication skills

Organizational skills

Risk awareness

Tools

Microsoft Office

Job description

JP Morgan Chase is seeking an experienced Client Tax Associate to support international regulatory reporting and tax filing obligations across multiple jurisdictions. You will help ensure CRS/FATCA compliance and drive process improvements through documentation, validation, and automation.

The role emphasizes cross-functional collaboration, data quality, and stakeholder partnership to manage exceptions and streamline workflows in a fast-paced environment.