Corporate- Tax Information and Withholding Advisor, Vice President

Location: Jersey City, NJ, United States

Job Family: Tax

About the Role

As a Corporate Tax Information and Withholding Advisor, Vice President at JP Morgan Chase, you will play a pivotal role in the firm's Corporate Tax group, providing strategic guidance on tax withholding and information reporting for one of the world's leading financial institutions. Based in Jersey City, NJ, this position involves advising on complex corporate tax matters, ensuring compliance with U.S. federal, state, and international regulations such as FATCA and Chapter 3/4 withholding rules. You will collaborate with business lines, including investment banking, asset management, and commercial banking, to develop withholding strategies that protect the firm from penalties while optimizing client relationships. This role demands a deep understanding of the financial services industry's unique tax challenges, including cross-border transactions and high-volume reporting obligations. In this Vice President-level position, you will lead initiatives to enhance tax processes, conduct thorough reviews of client documentation, and respond to regulatory inquiries from the IRS and other authorities. Your expertise will be crucial in interpreting evolving tax laws and their implications for JP Morgan Chase's global operations, helping to safeguard the firm's reputation and financial health. Responsibilities include preparing detailed tax analyses, training teams on compliance best practices, and contributing to policy development that aligns with the firm's risk management framework. This is an opportunity to influence tax strategy at a senior level within a dynamic, innovative environment. JP Morgan Chase values professionals who bring technical acumen and strategic insight to drive business success. As part of our commitment to diversity and inclusion, we offer a supportive culture with robust career growth opportunities. Join us to leverage your tax advisory skills in a role that directly impacts our ability to serve clients worldwide while navigating the complexities of the financial services landscape.

Key Responsibilities

• Provide expert advice on corporate tax strategies, focusing on withholding obligations for U.S. and non-U.S. clients
• Develop and implement tax information reporting processes to ensure compliance with IRS and global regulations
• Collaborate with cross-functional teams including legal, compliance, and business units to mitigate tax risks
• Conduct due diligence on client tax documentation, such as W-8/W-9 forms, and resolve discrepancies
• Monitor regulatory changes in tax withholding and advise on impacts to JP Morgan Chase operations
• Lead training sessions for internal stakeholders on tax withholding best practices
• Prepare and review tax opinions, memos, and reports for senior management
• Support audit responses and represent the firm in tax authority interactions
• Optimize withholding strategies to minimize financial exposure while maintaining compliance
• Contribute to the development of tax policies and procedures within the Corporate Tax group

Required Qualifications

• Bachelor's degree in Accounting, Finance, Taxation, or a related field
• Minimum of 7-10 years of progressive experience in corporate tax advisory, with a focus on withholding and information reporting
• In-depth knowledge of U.S. federal and state tax regulations, including FATCA, Chapter 3 and 4 withholding, and IRS reporting requirements
• Professional certification such as CPA, Enrolled Agent, or equivalent
• Proven experience in financial services or banking sector tax compliance
• Strong analytical skills with ability to interpret complex tax laws and apply them to business scenarios
• Ability to work effectively in a fast-paced, regulated environment

Preferred Qualifications

• Advanced degree (Master's or JD) in Taxation or Law
• Experience with international tax withholding and cross-border transactions in a global bank
• Familiarity with JP Morgan Chase's internal tax systems and processes
• Prior leadership role in tax advisory teams
• Knowledge of emerging tax technologies and automation tools

Required Skills

• Expertise in U.S. tax withholding regulations (e.g., Sections 1441-1446)
• Proficiency in tax information reporting systems like FIRE and FATCA IDES
• Strong analytical and problem-solving abilities
• Excellent communication and presentation skills
• Knowledge of financial services products and their tax implications
• Project management and organizational skills
• Attention to detail and accuracy in high-stakes environments
• Ability to handle confidential information with integrity
• Proficiency in Microsoft Office Suite and tax software (e.g., Thomson Reuters ONESOURCE)
• Interpersonal skills for stakeholder collaboration
• Adaptability to regulatory changes and evolving tax landscapes
• Risk assessment and mitigation expertise
• Leadership and team mentoring capabilities
• Research skills for complex tax issues
• Time management in deadline-driven settings

Benefits

• Competitive base salary and performance-based annual bonus
• Comprehensive health, dental, and vision insurance plans
• 401(k) retirement savings plan with generous company match
• Paid time off including vacation, sick days, and parental leave
• Professional development opportunities and tuition reimbursement
• Employee stock purchase plan and financial wellness programs
• On-site fitness centers and wellness initiatives at Jersey City location
• Flexible work arrangements and hybrid work options

JP Morgan Chase is an equal opportunity employer.