JPMorganChase · 8 hours ago
Wealth Management Trusts & Estates Tax Operations, Vice President
Chicago, IL
Full-time
Onsite
Mid, Senior Level
$96K/yr - $153K/yr
7+ years expJPMorganChase is one of the oldest financial institutions offering innovative financial solutions. The Trusts & Estates Tax Operations Vice President will coordinate and complete fiduciary tax reporting obligations, ensuring compliance with various tax regulations and working closely with internal teams and third-party vendors.
Asset ManagementBankingFinancial Services
Responsibilities
Serve as a subject matter expert for fiduciary tax matters
Support global trust teams on all tax matters including but not limited to estate and gift tax, generation-skipping transfer tax, fiduciary income tax and international transfer tax implications, and foreign tax reporting
Prepare and present substantive tax training to the Trusts and Estates practice
Partner with team members to review and support preparation of various tax forms (e.g. 1041, 990, 5227, 706, 706-GST, etc.)
Support non-resident alien (NRA) reporting and withholding for trust beneficiaries
Review governing documents to ensure tax attributes are correct
Review state filing positions for accuracy
Identify and execute on automation opportunities
Ad hoc research and projects and required
Qualification
Required
7 years of relevant tax experience at a corporate fiduciary, Big 4 public accounting firm, or law firm
BA/BS or equivalent
Expertise in trust and estate taxation, including Forms 1041 and 706
Expertise in charitable trust taxation, including Forms 990 and 5227
Experience with foreign informational filings, including Forms 3520, 3520-A, 5471, and 5472
Experience with US tax reporting for foreign trusts, including Form 1040-NR
Superior written and verbal communication skills
Excellent organizational skills with the ability to manage multiple tasks
Proficiency in MS Office Suite
Willingness to work beyond core business hours as needed
Risk and control mindset
Preferred
Licensed JD or CPA in any jurisdiction
LLM in tax or other advanced degree or professional certification
Estate or financial planning experience
Experience with implementing Alteryx, Tableau and GenAI into existing processes and workflows
Benefits
Comprehensive health care coverage
On-site health and wellness centers
A retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching
Company
JPMorganChase
With a history tracing its roots to 1799 in New York City, JPMorganChase is one of the world's oldest, largest, and best-known financial institutions—carrying forth the innovative spirit of our heritage firms in global operations across 100 markets.
10001+ employees
H1B Sponsorship
JPMorganChase has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3471)
2024 (3469)
2023 (3395)
2022 (3594)
2021 (2515)
2020 (2495)
Funding
Current Stage
Public CompanyTotal Funding
unknown1998-02-01IPO
Leadership Team
Allison Beer
CEO of Card Services and Connected Commerce
Dan Mendelson
CEO, Morgan Health
Recent News
2025-12-19
2025-12-12
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