Corporate- Tax Information and Withholding Advisor, Executive Director

Location: Jersey City, NJ, United States

Job Family: Tax

About the Role

At JP Morgan Chase, we are a leading global financial services firm with operations spanning investment banking, consumer and community banking, commercial banking, and asset and wealth management. As a Corporate Tax Information and Withholding Advisor, Executive Director, you will play a pivotal role in our Corporate Tax team, providing expert guidance on tax withholding strategies and information reporting to support our complex, multinational operations. Based in our state-of-the-art office in Jersey City, NJ, you will advise on critical areas such as FATCA compliance, Chapter 3/4 withholding, and cross-border tax implications, ensuring our firm remains at the forefront of regulatory adherence while optimizing tax efficiency for high-stakes transactions in the financial services industry. In this executive-level position, you will lead strategic tax initiatives, collaborating closely with business leaders across divisions to develop robust withholding policies that mitigate risks and enhance compliance. Your responsibilities will include conducting in-depth analyses of tax treaties, overseeing the implementation of automated reporting systems, and representing JP Morgan Chase in discussions with tax authorities. With a focus on innovation, you will leverage cutting-edge tax technologies to streamline processes for our global client base, including institutional investors and corporations engaging in derivatives, securities lending, and international payments. We seek a seasoned tax professional who thrives in a dynamic environment and is passionate about the intersection of finance and taxation. This role offers the opportunity to influence firm-wide strategies at one of the world's most respected financial institutions, contributing to sustainable growth and regulatory excellence. Join JP Morgan Chase to advance your career while making a tangible impact on our mission to enable the world's most important businesses.

Key Responsibilities

• Provide strategic advice on corporate tax planning, withholding obligations, and information reporting to senior executives and business units at JP Morgan Chase
• Develop and implement tax withholding strategies compliant with U.S. and international regulations, including FATCA and CRS
• Conduct due diligence and risk assessments for tax-related transactions in investment banking and asset management divisions
• Collaborate with legal, compliance, and finance teams to ensure accurate tax information reporting and mitigate audit risks
• Lead initiatives to optimize tax efficiency for corporate structures, including cross-border financing and mergers/acquisitions
• Monitor legislative changes in tax laws and advise on their implications for JP Morgan Chase's global operations
• Mentor junior tax professionals and oversee the preparation of complex tax returns and disclosures
• Represent the firm in interactions with tax authorities, auditors, and regulatory bodies
• Analyze and resolve complex tax controversies related to withholding and reporting errors

Required Qualifications

• Bachelor's degree in Accounting, Finance, Taxation, or a related field; Master's degree or JD preferred
• Minimum of 10+ years of progressive experience in corporate tax advisory, with a focus on withholding and information reporting
• Deep knowledge of U.S. federal and state tax laws, including FATCA, Chapter 3/4 withholding, and international tax treaties
• Proven track record in advising multinational corporations on tax strategies within the financial services sector
• CPA, Enrolled Agent, or equivalent professional certification required
• Experience with tax compliance software and ERP systems used in banking environments
• Strong understanding of SEC and FINRA regulations impacting tax reporting in financial institutions

Preferred Qualifications

• Advanced degree in Taxation or International Tax
• Prior experience at a Big Four firm or major financial institution like JP Morgan Chase
• Familiarity with blockchain and digital asset taxation in corporate finance
• Leadership experience managing cross-functional tax teams in a global bank
• Knowledge of EU tax directives and their impact on U.S.-based financial operations

Required Skills

• Expertise in U.S. tax code, particularly Sections 1441-1446 on withholding
• Proficiency in international tax principles and treaty analysis
• Strong analytical and problem-solving abilities for complex tax scenarios
• Excellent communication skills for advising C-suite executives
• Leadership and team management in high-pressure financial environments
• Advanced Excel and data analytics tools for tax modeling
• Knowledge of tax software like Thomson Reuters ONESOURCE or Vertex
• Attention to detail in regulatory compliance and reporting
• Strategic thinking for tax optimization in banking operations
• Interpersonal skills for cross-functional collaboration
• Adaptability to evolving tax regulations in fintech
• Project management for tax initiative implementations
• Risk assessment and mitigation expertise
• Familiarity with SQL for querying financial data

Benefits

• Competitive base salary and performance-based annual bonuses
• Comprehensive health, dental, and vision insurance plans
• 401(k) retirement savings plan with generous company matching
• Paid time off including vacation, sick days, and parental leave
• Professional development programs and tuition reimbursement for advanced certifications
• Employee stock purchase plan and financial wellness resources
• On-site fitness centers and wellness programs at JP Morgan Chase locations
• Flexible work arrangements including hybrid options in Jersey City, NJ

JP Morgan Chase is an equal opportunity employer.