JPMorganChase · 1 hour ago
Corporate- Tax Information and Withholding Advisor, Executive Director
Jersey City, NJ
Full-time
Onsite
Senior Level, Lead/Staff
10+ years expJPMorganChase is one of the oldest financial institutions, offering innovative financial solutions to a wide range of clients. The role of Information Reporting & Withholding Advisor - Executive Director involves advising on US information reporting and withholding tax matters, working closely with various business units to provide guidance on complex tax regulations and ensure compliance with reporting requirements.
Asset ManagementBankingFinancial 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
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 (2855)
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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