Executive Director, Transfer Pricing

Location: Jersey City, NJ, United States

Job Family: Tax

About the Role

JPMorgan Chase & Co. is a leading global financial services firm with assets of $3.7 trillion and operations worldwide. We operate in more than 60 countries, providing innovative solutions to clients across corporate, investment, and consumer banking sectors. The Corporate Tax Transfer Pricing team plays a critical role in ensuring our multinational structure complies with complex international tax regulations while supporting business growth. As Executive Director, Transfer Pricing, you will lead a high-performing team in Jersey City, NJ, driving strategic tax planning that aligns with JPMorgan Chase's commitment to integrity, innovation, and client focus. In this pivotal leadership role, you will oversee the development and execution of transfer pricing policies for diverse financial products, including derivatives, securities lending, and intercompany financing. Your responsibilities will include conducting rigorous economic analyses to defend pricing methodologies against scrutiny from tax authorities like the IRS and OECD member states. You will collaborate closely with global business leaders to integrate transfer pricing considerations into strategic initiatives, such as market expansions or product launches, ensuring tax efficiency without compromising compliance. This position demands a proactive approach to navigating BEPS 2.0 and Pillar Two reforms, positioning JPMorgan Chase as a leader in responsible tax practices. The ideal candidate thrives in a dynamic environment, leveraging deep expertise in financial services taxation to mentor junior staff and foster team excellence. You will report to senior tax leadership and engage with C-suite executives on high-impact decisions. At JPMorgan Chase, we value diverse perspectives and offer robust professional development opportunities to support your career growth. Join us to contribute to a firm renowned for its stability and forward-thinking culture, where your expertise will directly influence our global tax strategy.

Key Responsibilities

• Lead the Corporate Tax Transfer Pricing team, overseeing documentation, planning, and compliance for JP Morgan Chase's global operations
• Develop and implement transfer pricing strategies to optimize tax efficiency while mitigating risks in cross-border transactions
• Conduct economic analyses and benchmarking studies for intercompany pricing of financial services, including loans, derivatives, and advisory fees
• Collaborate with business units, such as Corporate & Investment Bank and Consumer & Community Banking, to align transfer pricing with commercial objectives
• Manage relationships with external advisors, tax authorities, and prepare for audits and examinations
• Ensure timely preparation of transfer pricing documentation and Country-by-Country Reporting (CbCR) in compliance with BEPS initiatives
• Provide strategic advice on tax implications of new business initiatives, mergers, and restructurings
• Mentor and develop team members, fostering a culture of excellence in tax risk management
• Monitor evolving global tax regulations and assess their impact on JP Morgan Chase's transfer pricing policies
• Drive process improvements and leverage technology to enhance transfer pricing efficiency

Required Qualifications

• Bachelor's degree in Accounting, Finance, Taxation, or a related field; advanced degree (Master's or JD) preferred
• 10+ years of progressive experience in transfer pricing within the financial services industry
• Deep knowledge of OECD guidelines, U.S. tax regulations (e.g., IRC Section 482), and international tax principles
• Proven leadership experience managing tax teams in a large multinational corporation
• CPA, EA, or equivalent professional certification
• Strong understanding of financial products, derivatives, and banking operations for accurate pricing analysis
• Ability to navigate complex regulatory environments and ensure compliance with global tax authorities

Preferred Qualifications

• Experience working at a Big Four firm or similar consulting role in transfer pricing
• MBA with a focus on finance or international business
• Familiarity with JP Morgan Chase's business lines, such as investment banking and asset management
• Prior involvement in tax controversy resolutions or advance pricing agreements (APAs)
• Proficiency in transfer pricing software and data analytics tools

Required Skills

• Expertise in transfer pricing methodologies (e.g., CUP, TNMM, profit split)
• Proficiency in economic modeling and statistical analysis for pricing
• Strong knowledge of financial accounting standards (GAAP/IFRS)
• Excellent leadership and team management abilities
• Advanced Excel and data analytics skills (e.g., Alteryx, Tableau)
• Effective communication and presentation skills for senior stakeholders
• Project management in high-pressure, deadline-driven environments
• Risk assessment and mitigation in tax compliance
• Interpersonal skills for cross-functional collaboration
• Strategic thinking for tax optimization in financial services
• Attention to detail in regulatory documentation
• Adaptability to changing tax laws and business needs
• Negotiation skills for tax authority interactions
• Technical writing for policy and report preparation

Benefits

• Comprehensive health care coverage including medical, dental, and vision plans
• 401(k) Savings Plan with company match and immediate vesting
• Generous paid time off, including vacation, sick days, and parental leave
• Tuition reimbursement and professional development programs
• Employee stock purchase plan and performance-based bonuses
• Wellness programs with gym memberships and mental health support
• Flexible work arrangements and hybrid office options in Jersey City
• Retirement planning services and life insurance benefits

JP Morgan Chase is an equal opportunity employer.