Trusts and Estates Tax Operations Vice President

JPMorgan Chase

Confirmed live 2 days ago High trust

Quick summary

Work type
On-site
Location
Newark, DE
Posted
15 days ago
Freshness
Confirmed live 2 days ago

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Salary context

How this pay compares to similar roles

Similar $144k
$104k most similar roles pay here $181k

This listing doesn't post a salary. Most similar roles pay $114,500–$173,200.

Based on 239 similar postings.

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About JPMorgan Chase

JPMorgan Chase & Co. is a global financial services firm and one of the largest banks in the world, offering investment banking, commercial banking, asset management, and consumer financial services.

JPMorgan Chase currently has 1117 open roles on FindRole.

Listed pay typically runs $186,160–$215,000 across 7 roles with salary data.

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At a glance

TL;DR · Trusts and Estates Tax Operations Vice President

As a Trusts and Estates Tax Operations Vice President within the global Trusts and Estates team, you will join the Tax Technical and Advisory group to support professionals across the global practice. You will partner with internal teams and third-party firms to review tax policies, provide opinions on complex planning scenarios, and assess domestic and foreign compliance regulations. Your daily work involves ensuring accurate Common Reporting Standard and Foreign Account Tax Compliance Act reporting for the US Private Bank while managing multi-jurisdictional filings. You will serve as a subject matter expert for Automatic Exchange of Information and fiduciary matters, preparing training and validating tax forms for non-US jurisdictions. Key technical skills include expertise in CRS and FATCA compliance, proficiency in MS Office, and an aptitude for streamlining processes using LLM tools to enhance tax compliance procedures and manage reporting workflows.

What you'll do

  • Serve as a subject matter expert for Automatic Exchange of Information (AEO) and fiduciary tax matters.
  • Support global trust teams on CRS, FATCA, Economic Substance Reporting, and international tax obligations.
  • Review governing documents to ensure all tax attributes are accurate.
  • Manage the creation, maintenance, and validation of CRS Tax Profiles to ensure regulatory compliance.
  • Lead the CRS Indicia Cure process and manage related tickets for timely resolution.
  • Identify and execute automation opportunities using LLM and other tools to streamline processes.
  • Lead transformation projects to improve tax compliance procedures and implement new systems.
  • Monitor international tax regulations and update internal procedures to maintain ongoing compliance.

What we're looking for

  • 7+ years of relevant tax experience at a Big 4 public accounting firm, law firm, or corporate fiduciary.
  • Background in tax or accounting with experience providing technical insight in an operational environment.
  • Direct experience supporting AEOI Information Reporting and understanding of Form W-8, W-9, and CRS Self-Certification.
  • Deep understanding of international tax filings and regulatory change management.
  • Experience with US tax reporting for foreign trusts.
  • Superior written and verbal communication skills to communicate complex ideas to both junior associates and senior leaders.
  • Proficiency in MS Office Suite with a willingness to learn new technologies and systems.
  • Experience in operations and product support (preferred).

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