Chase · 2 months ago
Wealth Management Trusts & Estates Tax Operations, Executive Director
10 S Dearborn St, Chicago, IL, 60603, US
Full-time
Onsite
Senior Level, Lead/Staff
$142K/yr - $226K/yr
10+ years expChase is seeking a Trusts and Estates Tax Operations Executive Director to support their Wealth Management team. This role involves coordinating fiduciary tax reporting obligations and collaborating with global trust professionals to ensure compliance with evolving tax regulations.
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
Qualification
Required
10+ years of relevant tax experience at a Big 4 public accounting firm, law firm, or corporate fiduciary
BA/BS or equivalent; Licensed JD or CPA in any jurisdiction
Expertise in trust and estate taxation, including Forms 1041 and 706
Expertise in charitable trust taxation, including Forms 990 and 5227
Expertise in foreign informational filings, including Forms 3520, 3520-A, 5471, and 5472
Expertise in US tax reporting for foreign trusts, including Form 1040-NR, US beneficiary statements, and UNI/DNI calculations
Expertise in state taxation rules and requirements for trusts and estates; Experience with NRA reporting and withholding
Superior written and verbal communication skills; Ability to effectively communicate with junior associates and senior leaders
Excellent organizational skills; Ability to manage multiple tasks and reprioritize daily
Proficiency in MS Office Suite; Willingness to learn and adapt to new technology, systems, and processes
Willingness to work beyond core business hours as needed; Ability to travel on an ad hoc basis; Risk and control mindset
Preferred
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
Experience with tax reporting requirements for retirement plans, including Forms 990-T and 5330
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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