Chase · 2 months ago
Corporate- Tax Information and Withholding Advisor, Executive Director
545 Washington Blvd, Jersey City, NJ, 07310, US
Full-time
Onsite
Director/Executive
$180K/yr - $300K/yr
10+ years expChase is seeking an Information Reporting & Withholding Advisor - Executive Director within their Corporate Tax Division. This role involves advising JPMorgan’s businesses on US Information Reporting and Withholding tax matters, requiring close collaboration with various business units to provide guidance on complex tax issues.
BankingFinancial Services
Responsibilities
Review, analyze and interpret new IRS information reporting and withholding tax guidance (e.g., law, regulations, revenue rulings, etc.). Partner with designated JPMorgan businesses to determine the impact of such guidance on their products, procedures, tax documentation, etc
Monitor new products/transactions being considered and ensure that the business understands how current information reporting & withholding rules should be applied
Review and comment on language contained in new business initiative documents to ensure information reporting requirements are stated correctly
Meet with business and operations areas on a regular basis to ensure a continued understanding of the information reporting requirements
Research and respond to internal day-to-day questions from businesses (e.g., questions regarding tax documentation, client types, source and character of payments, requirements related to complex transactions and structures, etc.)
Prepare and present training when appropriate
Comment on newly proposed regulations, tax forms and industry issues
Provide guidance to the businesses on year-end tax reporting (Forms 1099, 1098, 1042-S filings, etc.)
Qualification
Required
Have a minimum of 10 years US information reporting and withholding tax advisory experience
Clear and concise communication skills (both verbal and written) required
Broad knowledge of financial products, including investment funds
Ability to quickly grasp and explain complex business transactions/products
Ability to oversee multiple projects
Ability to synthesize complex regulations into terms easily understood by non-tax professionals
Ability to build positive relationships with the businesses supported and Information Reporting & Withholding team members
Ability to work independently
Preferred
Juris Doctor preferred
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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