Chase ยท 2 months ago
Wealth Management Trusts & Estates Tax Operations, Vice President
10 S Dearborn St, Chicago, IL, 60603, US
Full-time
Onsite
Mid, Senior Level
$96K/yr - $153K/yr
7+ years expChase is a prominent financial institution, and they are seeking a Vice President for their Trusts & Estates Tax Operations team. This role involves coordinating and completing various domestic and foreign fiduciary tax reporting obligations and working closely with trust professionals to ensure accurate tax filings.
BankingFinancial 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
Company
Chase
Chase provides broad range of financial services. It is a sub-organization of JP Morgan Chase.
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Mike McDonnell
Managing Director, Head of Chase Travel Platform Product
Nicole Sanchez
Managing Director, Consumer Bank, GM and Product Executive, Growth Financial Products
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