Tax Compliance Analyst - Wealth Management Reporting

JPMorgan Chase & Co.; San Diego (CA); On-site; USD 90,000 - 130,000; Full time

Job summary

JPMorgan Chase & Co. in San Diego seeks a Tax professional within Asset Wealth Management to coordinate the preparation and filing of returns outsourced to external preparers.

You will provide tax technical expertise on federal, state, and local regulations affecting Wealth Management clients and advise internal partners on tax matters. Responsibilities include ensuring IRS conformity, managing W-9/W-8 compliance, assisting year-end withholding and reporting, and ensuring data integrity for

Qualifications

• BS/BA degree or equivalent experience.
• Advanced degree or certification in tax or related discipline preferred.
• Knowledge of IRS requirements preferred.
• Interest in the nuances of tax regulations and their impact on internal processes and client interactions.
• Strong communication and interpersonal skills; able to collaborate with and influence people at various levels.
• Detail oriented and committed to consistent work quality.
• Proactive and inquisitive.
• Strong analytical and problem solving ability.
• Advanced skills in Microsoft Excel, Access, and PowerPoint.

Responsibilities

• Ensure global conformity with IRS Regulations as it relates to client tax information reporting and withholding
• Ensure compliance with IRS Forms W-9/W-8 tax certification requirements in order to limit and prevent penalties for non-compliance
• Assist the team with year-end tax withholding and reporting processes, understand controls, and participate in reviews to provide consistent and accurate tax reporting in accordance with regulatory requirements
• Hold responsibility for the tax data integrity of transactions processed within our accounting system and the production of the 1099s, 1042s, and tax packages for our Wealth Management clients

Skills

Strong communication

Interpersonal skills

Analytical thinking

Problem solving

Attention to detail

Proactive attitude

Inquisitive mindset

Excel

Access

PowerPoint

Education

BS/BA degree or equivalent

Advanced degree or certification in tax

Tools

Microsoft Excel

Access

PowerPoint

Job description

JPMorgan Chase & Co. in San Diego seeks a Tax professional within Asset Wealth Management to coordinate the preparation and filing of returns outsourced to external preparers.

You will provide tax technical expertise on federal, state, and local regulations affecting Wealth Management clients and advise internal partners on tax matters. Responsibilities include ensuring IRS conformity, managing W-9/W-8 compliance, assisting year-end withholding and reporting, and ensuring data integrity for