Tax Compliance VP — Private Wealth & UHNW

Testing Site - JPMC; Newark (DE); On-site; USD 140,000 - 210,000; Full time

Job summary

Testing Site - JPMC is seeking a Wealth Management Tax Compliance Officer – Vice President to ensure global conformity with IRS regulations and state revenue requirements for ultra-high net worth clients. You will lead tax technical support, manage escalations, and draft complex client communications while guiding teams across Private Bank operations.

The role involves coordinating with Front Office, providing expert documentation and withholding strategies, and supervising annual IRS and state

Qualifications

• Undergraduate degree in appropriate and transferrable field.
• 5+ years of tax experience required.
• Advanced familiarity with IRS tax documentation (W-9, W-8BEN, W-8IMY, BEN-E) and withholding/reporting.
• Strong knowledge of IRS requirements and information reporting.
• Excellent written and verbal communication and influencing capabilities.
• Highly organized, detail oriented and able to work independently.
• Advanced MS Office skills with ability to simplify complex topics.

Responsibilities

• Maintain high-level support to teams serving ultra-high net worth clients.
• Work independently across diverse tasks for a wide range of people.
• Serve as point of contact for tax information and client documentation.
• Act as subject matter expert and decision-maker with management support.
• Advise on rules for documentation, withholding and reporting under relevant chapters.
• Manage responses to IRS communications and state filings; certify annual filings.
• Support technology projects from a technical tax advisory perspective.
• Implement daily processes for reporting and withholding compliance in onboarding.
• Monitor IRS tax updates and lead projects to implement changes.
• Provide education and tax expertise to client-facing and documentation teams.

Skills

Tax experience

IRS forms knowledge

Communication skills

Attention to detail

Independent work

Microsoft Office

Education

Undergraduate degree

Tools

Alteryx

Tableau

MS Office

Job description

Testing Site - JPMC is seeking a Wealth Management Tax Compliance Officer – Vice President to ensure global conformity with IRS regulations and state revenue requirements for ultra-high net worth clients. You will lead tax technical support, manage escalations, and draft complex client communications while guiding teams across Private Bank operations.

The role involves coordinating with Front Office, providing expert documentation and withholding strategies, and supervising annual IRS and state